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Galvin Gaustad & Stein’s JPMorgan Active Bond ETF JBND Stock Holding History

Galvin Gaustad & Stein’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 		$809K Buy
15,125
+5,990
+66% +$320K 0.06% 151
2026
Q1 		$491K Buy
+9,135
New +$495K 0.04% 172

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

Galvin Gaustad & Stein's JBND Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its JPMorgan Active Bond ETF (JBND) stake by 66% in Q2 2026, buying an estimated $320K and bringing the position to 15,125 shares worth $809K. The position accounts for 0.06% of the portfolio, ranked #151.

Galvin Gaustad & Stein first reported a position in JBND in Q1 2026 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Galvin Gaustad & Stein held 15,125 shares of JPMorgan Active Bond ETF worth $809K as of Q2 2026.
  • Galvin Gaustad & Stein bought 5,990 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $320K.
  • JPMorgan Active Bond ETF made up 0.06% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #151 holding.
  • Galvin Gaustad & Stein first reported a position in JPMorgan Active Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.