Private Trust Company’s JPMorgan Active Bond ETF JBND Stock Holding History

Private Trust Company’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	$1.16M	Buy	21,648 +5,466	+34%	+$292K	0.09%	241
2026 Q1	$870K	Buy	16,182 +1,637	+11%	+$88.6K	0.08%	283
2025 Q4	$786K	Buy	14,545 +2,773	+24%	+$150K	0.07%	306
2025 Q3	$638K	Buy	11,772 +1,070	+10%	+$57.4K	0.06%	353
2025 Q2	$574K	Buy	10,702 +6,350	+146%	+$336K	0.05%	373
2025 Q1	$233K	Buy	4,352 +389	+10%	+$20.5K	0.02%	660
2024 Q4	$207K	Buy	3,963 +134	+3%	+$7.12K	0.02%	677
2024 Q3	$209K	Buy	3,829 +20	+0.5%	+$1.07K	0.02%	681
2024 Q2	$199K	Buy	+3,809	New	+$197K	0.02%	659

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Private Trust Company's JBND Position: Q2 2026 in Review

Private Trust Company increased its JPMorgan Active Bond ETF (JBND) stake by 34% in Q2 2026, buying an estimated $292K and bringing the position to 21,648 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #241.

Private Trust Company first reported a position in JBND in Q2 2024 and has held it in 9 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Private Trust Company held 21,648 shares of JPMorgan Active Bond ETF worth $1.16M as of Q2 2026.
Private Trust Company bought 5,466 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $292K.
JPMorgan Active Bond ETF made up 0.09% of Private Trust Company's portfolio in Q2 2026, its #241 holding.
Private Trust Company first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 9 quarters since.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.