JWCA
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J.W. Cole Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

J.W. Cole Advisors’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 		– Sell
-12,592
Closed -$681K – 1146
2025
Q4 		$681K Buy
+12,592
New +$683K 0.02% 781

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

J.W. Cole Advisors's JBND Position: Q1 2026 in Review

J.W. Cole Advisors sold out of JPMorgan Active Bond ETF (JBND) in Q1 2026, closing a stake of 12,592 shares — an estimated $681K sold.

J.W. Cole Advisors first reported a position in JBND in Q4 2025 and held it in 1 quarter. The position peaked at $681K in Q4 2025. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • J.W. Cole Advisors reported no remaining JPMorgan Active Bond ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 12,592 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $681K.
  • J.W. Cole Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2025 and held it in 1 quarter.
  • J.W. Cole Advisors's JPMorgan Active Bond ETF position peaked at $681K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.