Essex Financial Services’s JPMorgan Active Bond ETF JBND Stock Holding History

Essex Financial Services’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	$8.81M	Sell	164,667 -5,716	-3%	-$306K	0.44%	51
2026 Q1	$9.16M	Buy	170,383 +12,093	+8%	+$655K	0.51%	41
2025 Q4	$8.56M	Buy	158,290 +16,183	+11%	+$878K	0.49%	44
2025 Q3	$7.7M	Buy	142,107 +6,976	+5%	+$374K	0.46%	47
2025 Q2	$7.24M	Buy	135,131 +6,809	+5%	+$361K	0.48%	44
2025 Q1	$6.87M	Buy	128,322 +15,051	+13%	+$795K	0.49%	45
2024 Q4	$5.92M	Buy	113,271 +77,392	+216%	+$4.11M	0.42%	53
2024 Q3	$1.91M	Buy	35,879 +13,124	+58%	+$705K	0.14%	140
2024 Q2	$1.22M	Buy	22,755 +10,670	+88%	+$553K	0.09%	202
2024 Q1	$635K	Buy	+12,085	New	+$633K	0.06%	284

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 22.9% 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

Essex Financial Services's JBND Position: Q2 2026 in Review

Essex Financial Services reduced its JPMorgan Active Bond ETF (JBND) stake by 3.4% in Q2 2026, selling an estimated $306K and leaving 164,667 shares worth $8.81M. The position accounts for 0.44% of the portfolio, ranked #51.

Essex Financial Services first reported a position in JBND in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.16M in Q1 2026. 328 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Essex Financial Services held 164,667 shares of JPMorgan Active Bond ETF worth $8.81M as of Q2 2026.
Essex Financial Services sold 5,716 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $306K.
JPMorgan Active Bond ETF made up 0.44% of Essex Financial Services's portfolio in Q2 2026, its #51 holding.
Essex Financial Services first reported a position in JPMorgan Active Bond ETF in Q1 2024 and has held it in 10 quarters since.
Essex Financial Services's JPMorgan Active Bond ETF position peaked at $9.16M in Q1 2026.
328 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.