EFS
JBND icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return