Envestnet Asset Management
JBND icon

Envestnet Asset Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Envestnet Asset Management’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 		$273M Buy
5,099,381
+1,418,178
+39% +$75.9M 0.06% 277
2026
Q1 		$198M Buy
3,681,203
+1,034,629
+39% +$56M 0.05% 331
2025
Q4 		$143M Buy
2,646,574
+1,496,728
+130% +$81.2M 0.04% 393
2025
Q3 		$62.3M Sell
1,149,846
-325,982
-22% -$17.5M 0.02% 680
2025
Q2 		$78.7M Buy
1,475,828
+48,194
+3% +$2.55M 0.02% 581
2025
Q1 		$76.4M Buy
1,427,634
+887,922
+165% +$46.9M 0.02% 550
2024
Q4 		$28.2M Buy
539,712
+520,371
+2,691% +$27.6M 0.01% 984
2024
Q3 		$1.06M Buy
19,341
+12,329
+176% +$662K ﹤0.01% 3104
2024
Q2 		$366K Buy
7,012
+1,959
+39% +$101K ﹤0.01% 3618
2024
Q1 		$265K Buy
+5,053
New +$265K ﹤0.01% 3787

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management's JBND Position: Q2 2026 in Review

Envestnet Asset Management increased its JPMorgan Active Bond ETF (JBND) stake by 39% in Q2 2026, buying an estimated $75.9M and bringing the position to 5,099,381 shares worth $273M. The position accounts for 0.06% of the portfolio, ranked #277.

Envestnet Asset Management first reported a position in JBND in Q1 2024 and has held it in 10 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Envestnet Asset Management held 5,099,381 shares of JPMorgan Active Bond ETF worth $273M as of Q2 2026.
  • Envestnet Asset Management bought 1,418,178 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $75.9M.
  • JPMorgan Active Bond ETF made up 0.06% of Envestnet Asset Management's portfolio in Q2 2026, its #277 holding.
  • Envestnet Asset Management first reported a position in JPMorgan Active Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.