Herold Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Herold 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 Q1	$700K	Buy	13,023 +1,930	+17%	+$105K	0.15%	142
2025 Q4	$600K	Buy	+11,093	New	+$602K	0.13%	152

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

Herold Advisors's JBND Position: Q1 2026 in Review

Herold Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 17% in Q1 2026, buying an estimated $105K and bringing the position to 13,023 shares worth $700K. The position accounts for 0.15% of the portfolio, ranked #142.

Herold Advisors first reported a position in JBND in Q4 2025 and has held it in 2 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

Herold Advisors held 13,023 shares of JPMorgan Active Bond ETF worth $700K as of Q1 2026.
Herold Advisors bought 1,930 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $105K.
JPMorgan Active Bond ETF made up 0.15% of Herold Advisors's portfolio in Q1 2026, its #142 holding.
Herold Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 2 quarters since.
309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.