Equitable Holdings’s JPMorgan Active Bond ETF JBND Stock Holding History

Equitable Holdings’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	$14.4M	Buy	269,003 +18,110	+7%	+$969K	0.09%	215
2026 Q1	$13.6M	Buy	250,893 +152,411	+155%	+$8.25M	0.09%	224
2025 Q4	$5.32M	Buy	98,482 +24,288	+33%	+$1.32M	0.04%	359
2025 Q3	$4.02M	Buy	74,194 +39,978	+117%	+$2.14M	0.03%	409
2025 Q2	$1.83M	Buy	34,216 +12,350	+56%	+$654K	0.02%	604
2025 Q1	$1.17M	Buy	21,866 +10,339	+90%	+$546K	0.01%	667
2024 Q4	$602K	Buy	11,527 +7,248	+169%	+$385K	0.01%	825
2024 Q3	$234K	Buy	+4,279	New	+$230K	﹤0.01%	1129

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

Equitable Holdings's JBND Position: Q2 2026 in Review

Equitable Holdings increased its JPMorgan Active Bond ETF (JBND) stake by 7.2% in Q2 2026, buying an estimated $969K and bringing the position to 269,003 shares worth $14.4M. The position accounts for 0.09% of the portfolio, ranked #215.

Equitable Holdings first reported a position in JBND in Q3 2024 and has held it in 8 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Equitable Holdings held 269,003 shares of JPMorgan Active Bond ETF worth $14.4M as of Q2 2026.
Equitable Holdings bought 18,110 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $969K.
JPMorgan Active Bond ETF made up 0.09% of Equitable Holdings's portfolio in Q2 2026, its #215 holding.
Equitable Holdings first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 8 quarters since.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.