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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
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 $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B 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 $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pinnacle Associates's JBND Position: Q1 2026 in Review

Pinnacle Associates increased its JPMorgan Active Bond ETF (JBND) stake by 19% in Q1 2026, buying an estimated $138K and bringing the position to 16,132 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #545.

Pinnacle Associates first reported a position in JBND in Q3 2025 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Pinnacle Associates held 16,132 shares of JPMorgan Active Bond ETF worth $867K as of Q1 2026.
  • Pinnacle Associates bought 2,557 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $138K.
  • JPMorgan Active Bond ETF made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #545 holding.
  • Pinnacle Associates first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.