GRP
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Global Retirement Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Global Retirement Partners’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 		$20.9M Buy
+389,817
New +$20.9M 0.32% 62
2025
Q4 		$9.53M Buy
176,231
+31,806
+22% +$1.73M 0.17% 117
2025
Q3 		$7.82M Buy
144,425
+49,157
+52% +$2.64M 0.18% 106
2025
Q2 		$5.11M Buy
+95,268
New +$5.04M 0.13% 154
2024
Q4 		$470 Buy
+9
New +$478 ﹤0.01% 3415

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

Global Retirement Partners's JBND Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Active Bond ETF (JBND) in Q2 2026: 389,817 shares worth $20.9M. The stake represents 0.32% of the portfolio and ranks #62 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JBND as recently as Q4 2025.

Global Retirement Partners first reported a position in JBND in Q4 2024 and has held it in 5 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Global Retirement Partners held 389,817 shares of JPMorgan Active Bond ETF worth $20.9M as of Q2 2026.
  • JPMorgan Active Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • JPMorgan Active Bond ETF made up 0.32% of Global Retirement Partners's portfolio in Q2 2026, its #62 holding.
  • Global Retirement Partners first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.