Raymond James Financial
JBND icon

Raymond James Financial’s JPMorgan Active Bond ETF JBND Stock Holding History

Raymond James 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
Q1 		$135M Buy
2,508,410
+1,124,232
+81% +$60.9M 0.04% 399
2025
Q4 		$74.8M Buy
1,384,178
+357,796
+35% +$19.4M 0.02% 627
2025
Q3 		$55.6M Buy
1,026,382
+648,507
+172% +$34.8M 0.02% 744
2025
Q2 		$20.3M Sell
377,875
-80,713
-18% -$4.27M 0.01% 1359
2025
Q1 		$24.5M Buy
+458,588
New +$24.2M 0.01% 1156

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 $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial's JBND Position: Q1 2026 in Review

Raymond James Financial increased its JPMorgan Active Bond ETF (JBND) stake by 81% in Q1 2026, buying an estimated $60.9M and bringing the position to 2,508,410 shares worth $135M. The position accounts for 0.04% of the portfolio, ranked #399.

Raymond James Financial first reported a position in JBND in Q1 2025 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Raymond James Financial held 2,508,410 shares of JPMorgan Active Bond ETF worth $135M as of Q1 2026.
  • Raymond James Financial bought 1,124,232 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $60.9M.
  • JPMorgan Active Bond ETF made up 0.04% of Raymond James Financial's portfolio in Q1 2026, its #399 holding.
  • Raymond James Financial first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.