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Essex LLC’s JPMorgan Active Bond ETF JBND Stock Holding History

Essex LLC’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 		$42.7M Buy
798,166
+127,845
+19% +$6.84M 6.48% 3
2026
Q1 		$36M Buy
670,321
+55,927
+9% +$3.03M 6.36% 1
2025
Q4 		$33.2M Buy
614,394
+190,674
+45% +$10.3M 5.88% 2
2025
Q3 		$22.9M Buy
423,720
+387,320
+1,064% +$20.8M 4.16% 6
2025
Q2 		$1.95M Buy
+36,400
New +$1.93M 0.38% 55
2024
Q4 		– Sell
-5,300
Closed -$290K – 175
2024
Q3 		$290K Buy
+5,300
New +$285K 0.06% 133

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

Essex LLC's JBND Position: Q2 2026 in Review

Essex LLC increased its JPMorgan Active Bond ETF (JBND) stake by 19% in Q2 2026, buying an estimated $6.84M and bringing the position to 798,166 shares worth $42.7M. The position accounts for 6.48% of the portfolio, ranked #3.

Essex LLC first reported a position in JBND in Q3 2024 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Essex LLC held 798,166 shares of JPMorgan Active Bond ETF worth $42.7M as of Q2 2026.
  • Essex LLC bought 127,845 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $6.84M.
  • JPMorgan Active Bond ETF made up 6.48% of Essex LLC's portfolio in Q2 2026, its #3 holding.
  • Essex LLC first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.