Envestnet Portfolio Solutions’s JPMorgan Active Bond ETF JBND Stock Holding History

Envestnet Portfolio Solutions’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	$1.38M	Buy	25,726 +17,306	+206%	+$926K	0.01%	590
2026 Q1	$453K	Sell	8,420 -3,831	-31%	-$207K	﹤0.01%	948
2025 Q4	$662K	Buy	12,251 +8,271	+208%	+$449K	﹤0.01%	933
2025 Q3	$216K	Sell	3,980 -171	-4%	-$9.17K	﹤0.01%	1396
2025 Q2	$222K	Buy	+4,151	New	+$220K	﹤0.01%	1462
2025 Q1	–	Sell	-3,926	Closed	-$205K	–	1680
2024 Q4	$205K	Buy	+3,926	New	+$208K	﹤0.01%	1685

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

Envestnet Portfolio Solutions's JBND Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its JPMorgan Active Bond ETF (JBND) stake by 206% in Q2 2026, buying an estimated $926K and bringing the position to 25,726 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #590.

Envestnet Portfolio Solutions first reported a position in JBND in Q4 2024 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Envestnet Portfolio Solutions held 25,726 shares of JPMorgan Active Bond ETF worth $1.38M as of Q2 2026.
Envestnet Portfolio Solutions bought 17,306 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $926K.
JPMorgan Active Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #590 holding.
Envestnet Portfolio Solutions first reported a position in JPMorgan Active Bond ETF in Q4 2024 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 Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.