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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
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
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 $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors's JBND Position: Q1 2026 in Review

NewEdge Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 30% in Q1 2026, buying an estimated $3.79M and bringing the position to 301,353 shares worth $16.2M. The position accounts for 0.06% of the portfolio, ranked #316.

NewEdge Advisors first reported a position in JBND in Q4 2024 and has held it in 6 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • NewEdge Advisors held 301,353 shares of JPMorgan Active Bond ETF worth $16.2M as of Q1 2026.
  • NewEdge Advisors bought 69,979 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $3.79M.
  • JPMorgan Active Bond ETF made up 0.06% of NewEdge Advisors's portfolio in Q1 2026, its #316 holding.
  • NewEdge Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.