Jones Financial Companies
JBND icon

Jones Financial Companies’s JPMorgan Active Bond ETF JBND Stock Holding History

Jones Financial Companies’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 		$89.4M Buy
1,665,734
+393,566
+31% +$21.1M 0.04% 268
2026
Q1 		$67.9M Buy
1,272,168
+436,480
+52% +$23.6M 0.03% 277
2025
Q4 		$45.2M Buy
835,688
+254,507
+44% +$13.8M 0.03% 195
2025
Q3 		$31.4M Buy
581,181
+254,329
+78% +$13.6M 0.02% 222
2025
Q2 		$17.5M Buy
326,852
+176,238
+117% +$9.33M 0.01% 283
2025
Q1 		$8.04M Buy
150,614
+53,335
+55% +$2.82M 0.01% 341
2024
Q4 		$5.08M Buy
97,279
+69,819
+254% +$3.71M ﹤0.01% 361
2024
Q3 		$1.5M Buy
+27,460
New +$1.48M ﹤0.01% 506

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

Jones Financial Companies's JBND Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Active Bond ETF (JBND) stake by 31% in Q2 2026, buying an estimated $21.1M and bringing the position to 1,665,734 shares worth $89.4M. The position accounts for 0.04% of the portfolio, ranked #268.

Jones Financial Companies first reported a position in JBND in Q3 2024 and has held it in 8 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Jones Financial Companies held 1,665,734 shares of JPMorgan Active Bond ETF worth $89.4M as of Q2 2026.
  • Jones Financial Companies bought 393,566 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $21.1M.
  • JPMorgan Active Bond ETF made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #268 holding.
  • Jones Financial Companies first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.