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PlanVest Financial’s JPMorgan Active Bond ETF JBND Stock Holding History

PlanVest 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 		$24.8K Hold
463
– – 0.02% 309
2026
Q1 		$24.9K Buy
+463
New +$25.1K 0.02% 296

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

PlanVest Financial's JBND Position: Q2 2026 in Review

PlanVest Financial held its JPMorgan Active Bond ETF (JBND) position steady in Q2 2026 at 463 shares worth $24.8K. The position accounts for 0.02% of the portfolio, ranked #309.

PlanVest Financial first reported a position in JBND in Q1 2026 and has held it in 2 quarters since. The position peaked at $24.9K in Q1 2026. 319 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • PlanVest Financial held 463 shares of JPMorgan Active Bond ETF worth $24.8K as of Q2 2026.
  • PlanVest Financial left its JPMorgan Active Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Active Bond ETF made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #309 holding.
  • PlanVest Financial first reported a position in JPMorgan Active Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's JPMorgan Active Bond ETF position peaked at $24.9K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.