Pallas Capital Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Pallas Capital 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 Q2	$35.8M	Buy	669,152 +42,910	+7%	+$2.3M	1.1%	15
2026 Q1	$33.7M	Sell	626,242 -57,180	-8%	-$3.1M	1.27%	13
2025 Q4	$37M	Buy	683,422 +58,449	+9%	+$3.17M	1.22%	12
2025 Q3	$33.8M	Buy	624,973 +12,333	+2%	+$661K	1.25%	12
2025 Q2	$32.8M	Sell	612,640 -15,523	-2%	-$822K	1.25%	9
2025 Q1	$33.6M	Sell	628,163 -168,943	-21%	-$8.92M	1.4%	8
2024 Q4	$41.6M	Buy	797,106 +7,372	+0.9%	+$391K	1.78%	6
2024 Q3	$42.1M	Buy	789,734 +62,693	+9%	+$3.37M	1.8%	7
2024 Q2	$38.4M	Buy	727,041 +36,313	+5%	+$1.88M	1.73%	6
2024 Q1	$36.3M	Buy	690,728 +64,621	+10%	+$3.39M	1.51%	5
2023 Q4	$33.2M	Buy	+626,107	New	+$31.9M	1.77%	5

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

Pallas Capital Advisors's JBND Position: Q2 2026 in Review

Pallas Capital Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 6.9% in Q2 2026, buying an estimated $2.3M and bringing the position to 669,152 shares worth $35.8M. The position accounts for 1.1% of the portfolio, ranked #15.

Pallas Capital Advisors first reported a position in JBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.1M in Q3 2024. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Pallas Capital Advisors held 669,152 shares of JPMorgan Active Bond ETF worth $35.8M as of Q2 2026.
Pallas Capital Advisors bought 42,910 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $2.3M.
JPMorgan Active Bond ETF made up 1.1% of Pallas Capital Advisors's portfolio in Q2 2026, its #15 holding.
Pallas Capital Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2023 and has held it in 11 quarters since.
Pallas Capital Advisors's JPMorgan Active Bond ETF position peaked at $42.1M in Q3 2024.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.