Cooper Financial Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Cooper Financial Group’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	$7.36M	Buy	137,654 +4,690	+4%	+$251K	0.61%	33
2026 Q1	$7.15M	Buy	132,964 +3,052	+2%	+$165K	0.72%	28
2025 Q4	$7.02M	Buy	129,912 +10,410	+9%	+$565K	0.75%	27
2025 Q3	$6.47M	Buy	119,502 +11,980	+11%	+$642K	0.72%	29
2025 Q2	$5.76M	Sell	107,522 -1,657	-2%	-$87.7K	0.68%	30
2025 Q1	$5.84M	Sell	109,179 -3,507	-3%	-$185K	0.77%	28
2024 Q4	$5.89M	Buy	112,686 +31,463	+39%	+$1.67M	0.71%	29
2024 Q3	$4.44M	Buy	81,223 +32,974	+68%	+$1.77M	0.58%	34
2024 Q2	$2.52M	Buy	48,249 +11,846	+33%	+$614K	0.37%	45
2024 Q1	$1.91M	Buy	36,403 +26,745	+277%	+$1.4M	0.31%	60
2023 Q4	$512K	Buy	+9,658	New	+$493K	0.09%	200

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cooper Financial Group's JBND Position: Q2 2026 in Review

Cooper Financial Group increased its JPMorgan Active Bond ETF (JBND) stake by 3.5% in Q2 2026, buying an estimated $251K and bringing the position to 137,654 shares worth $7.36M. The position accounts for 0.61% of the portfolio, ranked #33.

Cooper Financial Group first reported a position in JBND in Q4 2023 and has held it in 11 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Cooper Financial Group held 137,654 shares of JPMorgan Active Bond ETF worth $7.36M as of Q2 2026.
Cooper Financial Group bought 4,690 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $251K.
JPMorgan Active Bond ETF made up 0.61% of Cooper Financial Group's portfolio in Q2 2026, its #33 holding.
Cooper Financial Group first reported a position in JPMorgan Active Bond ETF in Q4 2023 and has held it in 11 quarters since.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.