Means Investment Company’s JPMorgan Active Bond ETF JBND Stock Holding History

Means Investment Company’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	$23.2M	Buy	431,887 +7,057	+2%	+$382K	2.02%	13
2025 Q4	$23M	Buy	424,830 +24,819	+6%	+$1.35M	1.94%	13
2025 Q3	$21.7M	Buy	400,011 +35,894	+10%	+$1.92M	1.88%	15
2025 Q2	$19.5M	Buy	364,117 +6,087	+2%	+$322K	1.85%	14
2025 Q1	$19.2M	Buy	358,030 +10,684	+3%	+$564K	2.03%	13
2024 Q4	$18.1M	Buy	347,346 +22,419	+7%	+$1.19M	1.89%	13
2024 Q3	$17.8M	Buy	324,927 +29,011	+10%	+$1.56M	1.97%	11
2024 Q2	$15.5M	Buy	+295,916	New	+$15.3M	1.85%	12

Other funds holding JBND

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Means Investment Company's JBND Position: Q1 2026 in Review

Means Investment Company increased its JPMorgan Active Bond ETF (JBND) stake by 1.7% in Q1 2026, buying an estimated $382K and bringing the position to 431,887 shares worth $23.2M. The position accounts for 2.02% of the portfolio, ranked #13.

Means Investment Company first reported a position in JBND in Q2 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

Means Investment Company held 431,887 shares of JPMorgan Active Bond ETF worth $23.2M as of Q1 2026.
Means Investment Company bought 7,057 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $382K.
JPMorgan Active Bond ETF made up 2.02% of Means Investment Company's portfolio in Q1 2026, its #13 holding.
Means Investment Company first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 8 quarters since.
309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.