LVZ Inc’s JPMorgan Active Bond ETF JBND Stock Holding History

LVZ Inc’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	$51.6M	Sell	964,908 -2,112	-0.2%	-$113K	5.24%	7
2026 Q1	$52M	Buy	967,020 +29,923	+3%	+$1.62M	5.93%	7
2025 Q4	$50.7M	Buy	937,097 +10,620	+1%	+$576K	5.66%	8
2025 Q3	$50.2M	Buy	926,477 +6,411	+0.7%	+$344K	5.7%	8
2025 Q2	$49.3M	Buy	920,066 +7,225	+0.8%	+$383K	5.91%	8
2025 Q1	$48.9M	Buy	912,841 +65,895	+8%	+$3.48M	6.41%	8
2024 Q4	$44.3M	Buy	+846,946	New	+$45M	5.68%	8

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

LVZ Inc's JBND Position: Q2 2026 in Review

LVZ Inc reduced its JPMorgan Active Bond ETF (JBND) stake by 0.22% in Q2 2026, selling an estimated $113K and leaving 964,908 shares worth $51.6M. The position accounts for 5.24% of the portfolio, ranked #7.

LVZ Inc first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $52M in Q1 2026. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

LVZ Inc held 964,908 shares of JPMorgan Active Bond ETF worth $51.6M as of Q2 2026.
LVZ Inc sold 2,112 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $113K.
JPMorgan Active Bond ETF made up 5.24% of LVZ Inc's portfolio in Q2 2026, its #7 holding.
LVZ Inc first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
LVZ Inc's JPMorgan Active Bond ETF position peaked at $52M in Q1 2026.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.