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

&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
2026
Q2 		$11.9M Buy
222,797
+3,437
+2% +$184K 0.05% 331
2026
Q1 		$11.8M Buy
219,360
+132,773
+153% +$7.19M 0.06% 293
2025
Q4 		$5.06M Buy
86,587
+73,296
+551% +$3.98M 0.03% 493
2025
Q3 		$734K Buy
+13,291
New +$713K ﹤0.01% 1240

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

&Partners's JBND Position: Q2 2026 in Review

&Partners increased its JPMorgan Active Bond ETF (JBND) stake by 1.6% in Q2 2026, buying an estimated $184K and bringing the position to 222,797 shares worth $11.9M. The position accounts for 0.05% of the portfolio, ranked #331.

&Partners first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • &Partners held 222,797 shares of JPMorgan Active Bond ETF worth $11.9M as of Q2 2026.
  • &Partners bought 3,437 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $184K.
  • JPMorgan Active Bond ETF made up 0.05% of &Partners's portfolio in Q2 2026, its #331 holding.
  • &Partners first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

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