Larson Financial Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Larson Financial Group’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	$46.7M	Buy	872,511 +147,933	+20%	+$7.91M	1.23%	13
2026 Q1	$39M	Buy	724,578 +116,005	+19%	+$6.28M	1.24%	13
2025 Q4	$32.9M	Buy	608,573 +61,408	+11%	+$3.33M	1.09%	15
2025 Q3	$29.6M	Buy	547,165 +167,756	+44%	+$9M	1.04%	16
2025 Q2	$20.3M	Buy	379,409 +155,392	+69%	+$8.23M	0.81%	21
2025 Q1	$12M	Buy	224,017 +99,045	+79%	+$5.23M	0.57%	41
2024 Q4	$6.53M	Buy	124,972 +65,481	+110%	+$3.48M	0.34%	64
2024 Q3	$3.25M	Buy	59,491 +56,725	+2,051%	+$3.05M	0.18%	103
2024 Q2	$145K	Buy	+2,766	New	+$143K	0.01%	556

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

Larson Financial Group's JBND Position: Q2 2026 in Review

Larson Financial Group increased its JPMorgan Active Bond ETF (JBND) stake by 20% in Q2 2026, buying an estimated $7.91M and bringing the position to 872,511 shares worth $46.7M. The position accounts for 1.23% of the portfolio, ranked #13.

Larson Financial Group first reported a position in JBND in Q2 2024 and has held it in 9 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Larson Financial Group held 872,511 shares of JPMorgan Active Bond ETF worth $46.7M as of Q2 2026.
Larson Financial Group bought 147,933 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $7.91M.
JPMorgan Active Bond ETF made up 1.23% of Larson Financial Group's portfolio in Q2 2026, its #13 holding.
Larson Financial Group first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 9 quarters since.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

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