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Pinnacle Associates’s JPMorgan Active Bond ETF JBND Stock Holding History

Pinnacle Associates’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 		$977K Buy
18,267
+2,135
+13% +$114K 0.01% 542
2026
Q1 		$867K Buy
16,132
+2,557
+19% +$138K 0.01% 545
2025
Q4 		$734K Buy
13,575
+8,230
+154% +$447K 0.01% 580
2025
Q3 		$289K Buy
+5,345
New +$287K ﹤0.01% 759

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

Pinnacle Associates's JBND Position: Q2 2026 in Review

Pinnacle Associates increased its JPMorgan Active Bond ETF (JBND) stake by 13% in Q2 2026, buying an estimated $114K and bringing the position to 18,267 shares worth $977K. The position accounts for 0.01% of the portfolio, ranked #542.

Pinnacle Associates 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.

  • Pinnacle Associates held 18,267 shares of JPMorgan Active Bond ETF worth $977K as of Q2 2026.
  • Pinnacle Associates bought 2,135 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $114K.
  • JPMorgan Active Bond ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #542 holding.
  • Pinnacle Associates 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 Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.