Intrua Financial’s JPMorgan Active Bond ETF JBND Stock Holding History

Intrua Financial’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	$39.7M	Buy	742,478 +13,127	+2%	+$702K	3.64%	4
2026 Q1	$39.2M	Buy	729,351 +14,631	+2%	+$792K	4.05%	4
2025 Q4	$38.6M	Buy	714,720 +40,972	+6%	+$2.22M	4.08%	3
2025 Q3	$36.5M	Buy	673,748 +16,537	+3%	+$887K	3.96%	4
2025 Q2	$35.2M	Sell	657,211 -9,785	-1%	-$518K	4.72%	3
2025 Q1	$35.7M	Buy	666,996 +12,502	+2%	+$660K	5.19%	3
2024 Q4	$34.2M	Buy	654,494 +450,131	+220%	+$23.9M	5.25%	2
2024 Q3	$11.2M	Buy	204,363 +5,589	+3%	+$300K	1.66%	9
2024 Q2	$10.4M	Buy	+198,774	New	+$10.3M	1.55%	8

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Intrua Financial's JBND Position: Q2 2026 in Review

Intrua Financial increased its JPMorgan Active Bond ETF (JBND) stake by 1.8% in Q2 2026, buying an estimated $702K and bringing the position to 742,478 shares worth $39.7M. The position accounts for 3.64% of the portfolio, ranked #4.

Intrua Financial first reported a position in JBND in Q2 2024 and has held it in 9 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Intrua Financial held 742,478 shares of JPMorgan Active Bond ETF worth $39.7M as of Q2 2026.
Intrua Financial bought 13,127 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $702K.
JPMorgan Active Bond ETF made up 3.64% of Intrua Financial's portfolio in Q2 2026, its #4 holding.
Intrua Financial first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 9 quarters since.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.