Kestra Private Wealth Services’s JPMorgan Active Bond ETF JBND Stock Holding History

Kestra Private Wealth Services’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	$17.5M	Buy	327,524 +9,039	+3%	+$484K	0.19%	125
2026 Q1	$17.1M	Buy	318,485 +33,169	+12%	+$1.8M	0.21%	104
2025 Q4	$15.4M	Buy	285,316 +12,293	+5%	+$667K	0.19%	117
2025 Q3	$14.8M	Buy	273,023 +20,866	+8%	+$1.12M	0.19%	118
2025 Q2	$13.5M	Buy	252,157 +67,143	+36%	+$3.56M	0.19%	115
2025 Q1	$9.9M	Buy	185,014 +39,248	+27%	+$2.07M	0.17%	145
2024 Q4	$7.62M	Buy	+145,766	New	+$7.74M	0.13%	176

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

Kestra Private Wealth Services's JBND Position: Q2 2026 in Review

Kestra Private Wealth Services increased its JPMorgan Active Bond ETF (JBND) stake by 2.8% in Q2 2026, buying an estimated $484K and bringing the position to 327,524 shares worth $17.5M. The position accounts for 0.19% of the portfolio, ranked #125.

Kestra Private Wealth Services first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Kestra Private Wealth Services held 327,524 shares of JPMorgan Active Bond ETF worth $17.5M as of Q2 2026.
Kestra Private Wealth Services bought 9,039 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $484K.
JPMorgan Active Bond ETF made up 0.19% of Kestra Private Wealth Services's portfolio in Q2 2026, its #125 holding.
Kestra Private Wealth Services first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.