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Independent Advisor Alliance’s JPMorgan Active Bond ETF JBND Stock Holding History

Independent Advisor Alliance’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 		– Sell
-1,429,253
Closed -$76.9M – 1387
2026
Q1 		$76.9M Buy
+1,429,253
New +$77.4M 0.82% 17
2025
Q1 		– Sell
-612,443
Closed -$32M – 1117
2024
Q4 		$32M Buy
+612,443
New +$32.5M 0.42% 46

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

Independent Advisor Alliance's JBND Position: Q2 2026 in Review

Independent Advisor Alliance sold out of JPMorgan Active Bond ETF (JBND) in Q2 2026, closing a stake of 1,429,253 shares — an estimated $76.9M sold.

Independent Advisor Alliance first reported a position in JBND in Q4 2024 and held it in 2 quarters. The position peaked at $76.9M in Q1 2026. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Independent Advisor Alliance reported no remaining JPMorgan Active Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,429,253 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $76.9M.
  • Independent Advisor Alliance first reported a position in JPMorgan Active Bond ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's JPMorgan Active Bond ETF position peaked at $76.9M in Q1 2026.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.