IAA
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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
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 $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Advisor Alliance's JBND Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in JPMorgan Active Bond ETF (JBND) in Q1 2026: 1,429,253 shares worth $76.9M. The stake represents 0.82% of the portfolio and ranks #17 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in JBND as recently as Q4 2024.

Independent Advisor Alliance first reported a position in JBND in Q4 2024 and has held it in 2 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Independent Advisor Alliance held 1,429,253 shares of JPMorgan Active Bond ETF worth $76.9M as of Q1 2026.
  • JPMorgan Active Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
  • JPMorgan Active Bond ETF made up 0.82% of Independent Advisor Alliance's portfolio in Q1 2026, its #17 holding.
  • Independent Advisor Alliance first reported a position in JPMorgan Active Bond ETF in Q4 2024 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 Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.