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New Capital Management’s JPMorgan Active Bond ETF JBND Stock Holding History

New Capital Management’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 		$4.39M Buy
82,073
+923
+1% +$49.4K 1% 17
2026
Q1 		$4.36M Sell
81,150
-14,666
-15% -$794K 1.08% 18
2025
Q4 		$5.18M Buy
+95,816
New +$5.2M 1.3% 15

Other funds holding JBND

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

New Capital Management's JBND Position: Q2 2026 in Review

New Capital Management increased its JPMorgan Active Bond ETF (JBND) stake by 1.1% in Q2 2026, buying an estimated $49.4K and bringing the position to 82,073 shares worth $4.39M. The position accounts for 1% of the portfolio, ranked #17.

New Capital Management first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.18M in Q4 2025. 148 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • New Capital Management held 82,073 shares of JPMorgan Active Bond ETF worth $4.39M as of Q2 2026.
  • New Capital Management bought 923 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $49.4K.
  • JPMorgan Active Bond ETF made up 1% of New Capital Management's portfolio in Q2 2026, its #17 holding.
  • New Capital Management first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • New Capital Management's JPMorgan Active Bond ETF position peaked at $5.18M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on New Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.