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O'Shaughnessy Asset Management’s JPMorgan Active Bond ETF JBND Stock Holding History

O'Shaughnessy Asset Management’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 		– Sell
-35
Closed -$1.89K – 2749
2025
Q4 		$1.89K Buy
+35
New +$1.9K ﹤0.01% 2538

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 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 $369B AUM 28.27% 1-Year Est. Return

O'Shaughnessy Asset Management's JBND Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of JPMorgan Active Bond ETF (JBND) in Q1 2026, closing a stake of 35 shares — an estimated $1.89K sold.

O'Shaughnessy Asset Management first reported a position in JBND in Q4 2025 and held it in 1 quarter. The position peaked at $1.89K in Q4 2025. 311 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining JPMorgan Active Bond ETF position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 35 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $1.89K.
  • O'Shaughnessy Asset Management first reported a position in JPMorgan Active Bond ETF in Q4 2025 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's JPMorgan Active Bond ETF position peaked at $1.89K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.