Fortis Group Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Fortis Group 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
2026 Q2	$883K	Sell	16,502 -598	-3%	-$32K	0.14%	150
2026 Q1	$917K	Buy	17,100 +10,892	+175%	+$590K	0.15%	145
2025 Q4	$336K	Sell	6,208 -845	-12%	-$45.9K	0.06%	225
2025 Q3	$383K	Sell	7,053 -7,981	-53%	-$428K	0.07%	173
2025 Q2	$802K	Buy	+15,034	New	+$796K	0.15%	129

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

Fortis Group Advisors's JBND Position: Q2 2026 in Review

Fortis Group Advisors reduced its JPMorgan Active Bond ETF (JBND) stake by 3.5% in Q2 2026, selling an estimated $32K and leaving 16,502 shares worth $883K. The position accounts for 0.14% of the portfolio, ranked #150.

Fortis Group Advisors first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $917K in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Fortis Group Advisors held 16,502 shares of JPMorgan Active Bond ETF worth $883K as of Q2 2026.
Fortis Group Advisors sold 598 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $32K.
JPMorgan Active Bond ETF made up 0.14% of Fortis Group Advisors's portfolio in Q2 2026, its #150 holding.
Fortis Group Advisors first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
Fortis Group Advisors's JPMorgan Active Bond ETF position peaked at $917K in Q1 2026.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.