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Moneta Group Investment Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Moneta Group Investment Advisors’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 		$5.43M Sell
101,426
-26,501
-21% -$1.42M 0.04% 181
2026
Q1 		$6.88M Buy
127,927
+4,081
+3% +$221K 0.05% 138
2025
Q4 		$6.7M Buy
123,846
+5,804
+5% +$315K 0.05% 137
2025
Q3 		$6.39M Buy
+118,042
New +$6.33M 0.05% 136

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Moneta Group Investment Advisors's JBND Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its JPMorgan Active Bond ETF (JBND) stake by 21% in Q2 2026, selling an estimated $1.42M and leaving 101,426 shares worth $5.43M. The position accounts for 0.04% of the portfolio, ranked #181.

Moneta Group Investment Advisors first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.88M in Q1 2026. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Moneta Group Investment Advisors held 101,426 shares of JPMorgan Active Bond ETF worth $5.43M as of Q2 2026.
  • Moneta Group Investment Advisors sold 26,501 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.42M.
  • JPMorgan Active Bond ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #181 holding.
  • Moneta Group Investment Advisors first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's JPMorgan Active Bond ETF position peaked at $6.88M in Q1 2026.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.