NewEdge Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

NewEdge 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	$17.8M	Buy	332,801 +31,448	+10%	+$1.68M	0.05%	339
2026 Q1	$16.2M	Buy	301,353 +69,979	+30%	+$3.79M	0.06%	316
2025 Q4	$12.5M	Buy	231,374 +26,009	+13%	+$1.41M	0.05%	365
2025 Q3	$11.1M	Buy	205,365 +132,450	+182%	+$7.1M	0.05%	373
2025 Q2	$3.91M	Sell	72,915 -1,965	-3%	-$104K	0.02%	661
2025 Q1	$4.01M	Buy	74,880 +21,587	+41%	+$1.14M	0.02%	583
2024 Q4	$2.78M	Buy	+53,293	New	+$2.83M	0.02%	693

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 22.9% 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

NewEdge Advisors's JBND Position: Q2 2026 in Review

NewEdge Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 10% in Q2 2026, buying an estimated $1.68M and bringing the position to 332,801 shares worth $17.8M. The position accounts for 0.05% of the portfolio, ranked #339.

NewEdge Advisors first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

NewEdge Advisors held 332,801 shares of JPMorgan Active Bond ETF worth $17.8M as of Q2 2026.
NewEdge Advisors bought 31,448 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.68M.
JPMorgan Active Bond ETF made up 0.05% of NewEdge Advisors's portfolio in Q2 2026, its #339 holding.
NewEdge Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.