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Coordinated Financial Services’s JPMorgan Active Bond ETF JBND Stock Holding History

Coordinated Financial Services’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
Q1 		$402K Buy
7,479
+200
+3% +$10.8K 0.23% 117
2025
Q4 		$394K Buy
7,279
+100
+1% +$5.43K 0.23% 118
2025
Q3 		$389K Sell
7,179
-672
-9% -$36K 0.25% 110
2025
Q2 		$421K Hold
7,851
– – 0.29% 94
2025
Q1 		$420K Buy
+7,851
New +$414K 0.32% 87

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Coordinated Financial Services's JBND Position: Q1 2026 in Review

Coordinated Financial Services increased its JPMorgan Active Bond ETF (JBND) stake by 2.7% in Q1 2026, buying an estimated $10.8K and bringing the position to 7,479 shares worth $402K. The position accounts for 0.23% of the portfolio, ranked #117.

Coordinated Financial Services first reported a position in JBND in Q1 2025 and has held it in 5 quarters since. The position peaked at $421K in Q2 2025. 310 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Coordinated Financial Services held 7,479 shares of JPMorgan Active Bond ETF worth $402K as of Q1 2026.
  • Coordinated Financial Services bought 200 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $10.8K.
  • JPMorgan Active Bond ETF made up 0.23% of Coordinated Financial Services's portfolio in Q1 2026, its #117 holding.
  • Coordinated Financial Services first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Coordinated Financial Services's JPMorgan Active Bond ETF position peaked at $421K in Q2 2025.
  • 310 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.