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

NewEdge Wealth’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	$30.4M	Sell	568,422 -8,936	-2%	-$478K	0.3%	78
2026 Q1	$31M	Buy	577,358 +96,280	+20%	+$5.21M	0.37%	68
2025 Q4	$26M	Buy	481,078 +17,599	+4%	+$955K	0.29%	76
2025 Q3	$25M	Buy	463,479 +39,390	+9%	+$2.11M	0.36%	62
2025 Q2	$22.7M	Buy	424,089 +420,318	+11,146%	+$22.3M	0.36%	64
2025 Q1	$202K	Buy	+3,771	New	+$199K	﹤0.01%	898

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 22.96% 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 Wealth's JBND Position: Q2 2026 in Review

NewEdge Wealth reduced its JPMorgan Active Bond ETF (JBND) stake by 1.5% in Q2 2026, selling an estimated $478K and leaving 568,422 shares worth $30.4M. The position accounts for 0.3% of the portfolio, ranked #78.

NewEdge Wealth first reported a position in JBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $31M in Q1 2026. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

NewEdge Wealth held 568,422 shares of JPMorgan Active Bond ETF worth $30.4M as of Q2 2026.
NewEdge Wealth sold 8,936 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $478K.
JPMorgan Active Bond ETF made up 0.3% of NewEdge Wealth's portfolio in Q2 2026, its #78 holding.
NewEdge Wealth first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 6 quarters since.
NewEdge Wealth's JPMorgan Active Bond ETF position peaked at $31M in Q1 2026.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.