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
Q2 		$1.1M Buy
+20,650
New +$1.1M 0.02% 722
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 $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

J.W. Cole Advisors's JBND Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in JPMorgan Active Bond ETF (JBND) in Q2 2026: 20,650 shares worth $1.1M. The stake represents 0.02% of the portfolio and ranks #722 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in JBND as recently as Q4 2025.

J.W. Cole Advisors first reported a position in JBND in Q4 2025 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • J.W. Cole Advisors held 20,650 shares of JPMorgan Active Bond ETF worth $1.1M as of Q2 2026.
  • JPMorgan Active Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • JPMorgan Active Bond ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #722 holding.
  • J.W. Cole Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.