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Concurrent Investment Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Concurrent Investment Advisors’s Portfolio JBND Stock Details JBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$486K Buy
9,079
+2,991
+49% +$160K ﹤0.01% 1420
2026
Q1 		$327K Buy
+6,088
New +$330K ﹤0.01% 1440

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Concurrent Investment Advisors's JBND Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 49% in Q2 2026, buying an estimated $160K and bringing the position to 9,079 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Concurrent Investment Advisors first reported a position in JBND in Q1 2026 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Concurrent Investment Advisors held 9,079 shares of JPMorgan Active Bond ETF worth $486K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,991 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $160K.
  • JPMorgan Active Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1420 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan Active Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.