LPL Financial
JBND icon

LPL Financial’s JPMorgan Active Bond ETF JBND Stock Holding History

LPL Financial’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
Q1 		$908M Buy
16,888,797
+3,769,643
+29% +$204M 0.24% 82
2025
Q4 		$709M Buy
13,119,154
+4,600,361
+54% +$250M 0.19% 108
2025
Q3 		$461M Buy
8,518,793
+1,363,424
+19% +$73.1M 0.13% 147
2025
Q2 		$383M Buy
7,155,369
+2,631,775
+58% +$139M 0.13% 151
2025
Q1 		$242M Buy
4,523,594
+2,280,193
+102% +$120M 0.09% 208
2024
Q4 		$117M Buy
2,243,401
+766,225
+52% +$40.7M 0.05% 348
2024
Q3 		$80.7M Buy
1,477,176
+733,273
+99% +$39.4M 0.04% 444
2024
Q2 		$38.9M Buy
+743,903
New +$38.5M 0.02% 662

Other funds holding JBND

AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return