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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Great Valley Advisor Group's JBND Position: Q1 2026 in Review

Great Valley Advisor Group increased its JPMorgan Active Bond ETF (JBND) stake by 8.2% in Q1 2026, buying an estimated $603K and bringing the position to 147,510 shares worth $7.93M. The position accounts for 0.14% of the portfolio, ranked #146.

Great Valley Advisor Group first reported a position in JBND in Q2 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

Great Valley Advisor Group held 147,510 shares of JPMorgan Active Bond ETF worth $7.93M as of Q1 2026.
Great Valley Advisor Group bought 11,137 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $603K.
JPMorgan Active Bond ETF made up 0.14% of Great Valley Advisor Group's portfolio in Q1 2026, its #146 holding.
Great Valley Advisor Group first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 8 quarters since.
309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.