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EP Wealth Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

EP Wealth Advisors’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 		$21M Buy
+393,303
New +$21M 0.08% 170
2025
Q2 		– Sell
-7,422
Closed -$397K – 1449
2025
Q1 		$397K Buy
+7,422
New +$392K ﹤0.01% 791

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

EP Wealth Advisors's JBND Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in JPMorgan Active Bond ETF (JBND) in Q2 2026: 393,303 shares worth $21M. The stake represents 0.08% of the portfolio and ranks #170 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in JBND as recently as Q1 2025.

EP Wealth Advisors first reported a position in JBND in Q1 2025 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • EP Wealth Advisors held 393,303 shares of JPMorgan Active Bond ETF worth $21M as of Q2 2026.
  • JPMorgan Active Bond ETF was a new EP Wealth Advisors position in Q2 2026.
  • JPMorgan Active Bond ETF made up 0.08% of EP Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • EP Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.