Jacobi Capital Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Jacobi Capital Management’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	$526K	Buy	+9,838	New	+$526K	0.03%	440

Other funds holding JBND

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

Jacobi Capital Management's JBND Position: Q2 2026 in Review

Jacobi Capital Management opened a new position in JPMorgan Active Bond ETF (JBND) in Q2 2026: 9,838 shares worth $526K. The stake represents 0.03% of the portfolio and ranks #440 among its holdings.

148 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Jacobi Capital Management held 9,838 shares of JPMorgan Active Bond ETF worth $526K as of Q2 2026.
JPMorgan Active Bond ETF was a new Jacobi Capital Management position in Q2 2026.
JPMorgan Active Bond ETF made up 0.03% of Jacobi Capital Management's portfolio in Q2 2026, its #440 holding.
148 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.