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Integrated Wealth Concepts’s JPMorgan Active Bond ETF JBND Stock Holding History

Integrated Wealth Concepts’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 		$14.1M Buy
263,754
+25,039
+10% +$1.34M 0.09% 212
2026
Q1 		$12.8M Buy
238,715
+126,829
+113% +$6.87M 0.1% 205
2025
Q4 		$6.05M Sell
111,886
-70,217
-39% -$3.81M 0.07% 249
2025
Q3 		$9.86M Buy
182,103
+98,220
+117% +$5.27M 0.09% 217
2025
Q2 		$4.5M Buy
83,883
+26,873
+47% +$1.42M 0.05% 365
2025
Q1 		$3.05M Buy
+57,010
New +$3.01M 0.04% 462

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 22.9% 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

Integrated Wealth Concepts's JBND Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan Active Bond ETF (JBND) stake by 10% in Q2 2026, buying an estimated $1.34M and bringing the position to 263,754 shares worth $14.1M. The position accounts for 0.09% of the portfolio, ranked #212.

Integrated Wealth Concepts first reported a position in JBND in Q1 2025 and has held it in 6 quarters since. 328 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Integrated Wealth Concepts held 263,754 shares of JPMorgan Active Bond ETF worth $14.1M as of Q2 2026.
  • Integrated Wealth Concepts bought 25,039 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.34M.
  • JPMorgan Active Bond ETF made up 0.09% of Integrated Wealth Concepts's portfolio in Q2 2026, its #212 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 328 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.