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ORG Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

ORG Partners’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
2025
Q4 		$1.29M Buy
23,865
+2,451
+11% +$133K 0.23% 98
2025
Q3 		$1.16M Buy
21,414
+9,110
+74% +$489K 0.21% 101
2025
Q2 		$657K Buy
+12,304
New +$652K 0.14% 137

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

ORG Partners's JBND Position: Q4 2025 in Review

ORG Partners increased its JPMorgan Active Bond ETF (JBND) stake by 11% in Q4 2025, buying an estimated $133K and bringing the position to 23,865 shares worth $1.29M. The position accounts for 0.23% of the portfolio, ranked #98.

ORG Partners first reported a position in JBND in Q2 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold JBND as of Q4 2025.

  • ORG Partners held 23,865 shares of JPMorgan Active Bond ETF worth $1.29M as of Q4 2025.
  • ORG Partners bought 2,451 JPMorgan Active Bond ETF shares in Q4 2025, an estimated $133K.
  • JPMorgan Active Bond ETF made up 0.23% of ORG Partners's portfolio in Q4 2025, its #98 holding.
  • ORG Partners first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.