Pinnacle Associates
JBND icon

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
Q3 		$1.09M Buy
21,257
+2,990
+16% +$157K 0.01% 506
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
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Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Pinnacle Associates's JBND Position: Q3 2026 in Review

Pinnacle Associates increased its JPMorgan Active Bond ETF (JBND) stake by 16% in Q3 2026, buying an estimated $157K and bringing the position to 21,257 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #506.

Pinnacle Associates first reported a position in JBND in Q3 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Pinnacle Associates held 21,257 shares of JPMorgan Active Bond ETF worth $1.09M as of Q3 2026.
  • Pinnacle Associates bought 2,990 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $157K.
  • JPMorgan Active Bond ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #506 holding.
  • Pinnacle Associates first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 303 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.