PCA
JBND icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return