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 Q2	$1.12B	Buy	20,847,585 +3,958,788	+23%	+$212M	0.25%	75
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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial's JBND Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Active Bond ETF (JBND) stake by 23% in Q2 2026, buying an estimated $212M and bringing the position to 20,847,585 shares worth $1.12B. The position accounts for 0.25% of the portfolio, ranked #75.

LPL Financial 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.

LPL Financial held 20,847,585 shares of JPMorgan Active Bond ETF worth $1.12B as of Q2 2026.
LPL Financial bought 3,958,788 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $212M.
JPMorgan Active Bond ETF made up 0.25% of LPL Financial's portfolio in Q2 2026, its #75 holding.
LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.