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D.A. Davidson & Co’s JPMorgan Active Bond ETF JBND Stock Holding History

D.A. Davidson & Co’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 		$29.6M Buy
553,389
+15,138
+3% +$810K 0.16% 102
2026
Q1 		$28.9M Buy
538,251
+38,828
+8% +$2.1M 0.18% 97
2025
Q4 		$27M Buy
499,423
+205,417
+70% +$11.1M 0.17% 100
2025
Q3 		$15.9M Buy
294,006
+5,478
+2% +$294K 0.1% 153
2025
Q2 		$15.5M Buy
288,528
+19,675
+7% +$1.04M 0.11% 147
2025
Q1 		$14.4M Buy
+268,853
New +$14.2M 0.12% 146

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

D.A. Davidson & Co's JBND Position: Q2 2026 in Review

D.A. Davidson & Co increased its JPMorgan Active Bond ETF (JBND) stake by 2.8% in Q2 2026, buying an estimated $810K and bringing the position to 553,389 shares worth $29.6M. The position accounts for 0.16% of the portfolio, ranked #102.

D.A. Davidson & Co first reported a position in JBND in Q1 2025 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • D.A. Davidson & Co held 553,389 shares of JPMorgan Active Bond ETF worth $29.6M as of Q2 2026.
  • D.A. Davidson & Co bought 15,138 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $810K.
  • JPMorgan Active Bond ETF made up 0.16% of D.A. Davidson & Co's portfolio in Q2 2026, its #102 holding.
  • D.A. Davidson & Co first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.