Legacy Investment Solutions’s JPMorgan Active Bond ETF JBND Stock Holding History

Legacy Investment Solutions’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
2025 Q2	$2.22M	Buy	+41,462	New	+$2.2M	1.16%	18

Other funds holding JBND

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BWP

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Legacy Investment Solutions's JBND Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in JPMorgan Active Bond ETF (JBND) in Q2 2025: 41,462 shares worth $2.22M. The stake represents 1.16% of the portfolio and ranks #18 among its holdings.

174 funds tracked by Wall St. Rank hold JBND as of Q2 2025.

Legacy Investment Solutions held 41,462 shares of JPMorgan Active Bond ETF worth $2.22M as of Q2 2025.
JPMorgan Active Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
JPMorgan Active Bond ETF made up 1.16% of Legacy Investment Solutions's portfolio in Q2 2025, its #18 holding.
174 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.