Independence Asset Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.9M Buy
279,411
+21
+0% +$1.12K 3.89% 5
2026
Q1
$15M Sell
279,390
-75
-0% -$4.06K 5.43% 5
2025
Q4
$15.2M Buy
+279,465
New +$15.2M 8.36% 3

Other funds holding JBND

Independence Asset Advisors's JBND Position: Q2 2026 in Review

Independence Asset Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 0.01% in Q2 2026, buying an estimated $1.12K and bringing the position to 279,411 shares worth $14.9M. The position accounts for 3.89% of the portfolio, ranked #5.

Independence Asset Advisors first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.2M in Q4 2025. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Independence Asset Advisors held 279,411 shares of JPMorgan Active Bond ETF worth $14.9M as of Q2 2026.
  • Independence Asset Advisors bought 21 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.12K.
  • JPMorgan Active Bond ETF made up 3.89% of Independence Asset Advisors's portfolio in Q2 2026, its #5 holding.
  • Independence Asset Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Independence Asset Advisors's JPMorgan Active Bond ETF position peaked at $15.2M in Q4 2025.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.