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Great Valley Advisor Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Great Valley Advisor Group’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 		$9.49M Buy
177,390
+29,880
+20% +$1.6M 0.15% 145
2026
Q1 		$7.93M Buy
147,510
+11,137
+8% +$603K 0.14% 146
2025
Q4 		$7.37M Buy
136,373
+5,277
+4% +$286K 0.14% 146
2025
Q3 		$7.1M Buy
131,096
+2,099
+2% +$113K 0.14% 144
2025
Q2 		$6.91M Sell
128,997
-5,135
-4% -$272K 0.15% 138
2025
Q1 		$7.18M Buy
134,132
+8,786
+7% +$464K 0.15% 144
2024
Q4 		$6.55M Buy
125,346
+5,237
+4% +$278K 0.15% 142
2024
Q3 		$6.56M Buy
120,109
+12,189
+11% +$655K 0.16% 135
2024
Q2 		$5.64M Buy
+107,920
New +$5.59M 0.16% 140

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 22.9% 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

Great Valley Advisor Group's JBND Position: Q2 2026 in Review

Great Valley Advisor Group increased its JPMorgan Active Bond ETF (JBND) stake by 20% in Q2 2026, buying an estimated $1.6M and bringing the position to 177,390 shares worth $9.49M. The position accounts for 0.15% of the portfolio, ranked #145.

Great Valley Advisor Group first reported a position in JBND in Q2 2024 and has held it in 9 quarters since. 328 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Great Valley Advisor Group held 177,390 shares of JPMorgan Active Bond ETF worth $9.49M as of Q2 2026.
  • Great Valley Advisor Group bought 29,880 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.6M.
  • JPMorgan Active Bond ETF made up 0.15% of Great Valley Advisor Group's portfolio in Q2 2026, its #145 holding.
  • Great Valley Advisor Group first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 328 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.