Pine Valley Investments’s JPMorgan Active Bond ETF JBND Stock Holding History

Pine Valley Investments’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	$19.4M	Buy	362,470 +22,566	+7%	+$1.21M	0.77%	28
2026 Q1	$18.3M	Buy	339,904 +12,409	+4%	+$672K	0.84%	27
2025 Q4	$17.8M	Buy	327,495 +9,478	+3%	+$514K	0.82%	27
2025 Q3	$17.2M	Buy	318,017 +11,706	+4%	+$628K	0.85%	23
2025 Q2	$16.4M	Buy	306,311 +2,402	+0.8%	+$127K	0.91%	20
2025 Q1	$16.3M	Buy	303,909 +23,330	+8%	+$1.23M	0.98%	22
2024 Q4	$14.7M	Buy	280,579 +83,250	+42%	+$4.42M	0.88%	23
2024 Q3	$10.8M	Buy	197,329 +19,931	+11%	+$1.07M	0.65%	31
2024 Q2	$9.27M	Buy	177,398 +6,937	+4%	+$359K	0.61%	35
2024 Q1	$8.95M	Buy	+170,461	New	+$8.93M	0.6%	34

Other funds holding JBND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Pine Valley Investments's JBND Position: Q2 2026 in Review

Pine Valley Investments increased its JPMorgan Active Bond ETF (JBND) stake by 6.6% in Q2 2026, buying an estimated $1.21M and bringing the position to 362,470 shares worth $19.4M. The position accounts for 0.77% of the portfolio, ranked #28.

Pine Valley Investments first reported a position in JBND in Q1 2024 and has held it in 10 quarters since. 182 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Pine Valley Investments held 362,470 shares of JPMorgan Active Bond ETF worth $19.4M as of Q2 2026.
Pine Valley Investments bought 22,566 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.21M.
JPMorgan Active Bond ETF made up 0.77% of Pine Valley Investments's portfolio in Q2 2026, its #28 holding.
Pine Valley Investments first reported a position in JPMorgan Active Bond ETF in Q1 2024 and has held it in 10 quarters since.
182 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.