PGF
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Plan Group Financial’s JPMorgan Active Bond ETF JBND Stock Holding History

Plan Group Financial’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 		$351K Buy
6,561
+240
+4% +$12.8K 0.07% 153
2026
Q1 		$340K Buy
6,321
+83
+1% +$4.49K 0.08% 152
2025
Q4 		$337K Buy
6,238
+2,106
+51% +$114K 0.09% 141
2025
Q3 		$224K Buy
+4,132
New +$222K 0.06% 171

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

Plan Group Financial's JBND Position: Q2 2026 in Review

Plan Group Financial increased its JPMorgan Active Bond ETF (JBND) stake by 3.8% in Q2 2026, buying an estimated $12.8K and bringing the position to 6,561 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #153.

Plan Group Financial first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Plan Group Financial held 6,561 shares of JPMorgan Active Bond ETF worth $351K as of Q2 2026.
  • Plan Group Financial bought 240 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $12.8K.
  • JPMorgan Active Bond ETF made up 0.07% of Plan Group Financial's portfolio in Q2 2026, its #153 holding.
  • Plan Group Financial first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.