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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
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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

EP Wealth Advisors's JBND Position: Q2 2025 in Review

EP Wealth Advisors sold out of JPMorgan Active Bond ETF (JBND) in Q2 2025, closing a stake of 7,422 shares — an estimated $397K sold.

EP Wealth Advisors first reported a position in JBND in Q1 2025 and held it in 1 quarter. The position peaked at $397K in Q1 2025. 174 funds tracked by Wall St. Rank hold JBND as of Q2 2025.

  • EP Wealth Advisors reported no remaining JPMorgan Active Bond ETF position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 7,422 JPMorgan Active Bond ETF shares in Q2 2025, an estimated $397K.
  • EP Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q1 2025 and held it in 1 quarter.
  • EP Wealth Advisors's JPMorgan Active Bond ETF position peaked at $397K in Q1 2025.
  • 174 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.