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O'Rourke & Company’s JPMorgan Active Bond ETF JBND Stock Holding History

O'Rourke & Company’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 		$201K Buy
3,748
+4
+0.1% +$214 0.07% 168
2026
Q1 		$201K Buy
+3,744
New +$203K 0.08% 164

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 $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

O'Rourke & Company's JBND Position: Q2 2026 in Review

O'Rourke & Company increased its JPMorgan Active Bond ETF (JBND) stake by 0.11% in Q2 2026, buying an estimated $214 and bringing the position to 3,748 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #168.

O'Rourke & Company first reported a position in JBND in Q1 2026 and has held it in 2 quarters since. The position peaked at $201K in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • O'Rourke & Company held 3,748 shares of JPMorgan Active Bond ETF worth $201K as of Q2 2026.
  • O'Rourke & Company bought 4 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $214.
  • JPMorgan Active Bond ETF made up 0.07% of O'Rourke & Company's portfolio in Q2 2026, its #168 holding.
  • O'Rourke & Company first reported a position in JPMorgan Active Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • O'Rourke & Company's JPMorgan Active Bond ETF position peaked at $201K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.