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Regal Investment Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Regal Investment Advisors’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 		$2.94M Buy
54,959
+6,180
+13% +$331K 0.15% 158
2026
Q1 		$2.62M Buy
48,779
+6,833
+16% +$370K 0.15% 164
2025
Q4 		$2.27M Buy
41,946
+26,824
+177% +$1.46M 0.14% 172
2025
Q3 		$819K Buy
15,122
+3,271
+28% +$175K 0.05% 297
2025
Q2 		$635K Buy
11,851
+210
+2% +$11.1K 0.05% 308
2025
Q1 		$623K Buy
11,641
+2,753
+31% +$145K 0.05% 285
2024
Q4 		$464K Buy
+8,888
New +$472K 0.03% 337

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

Regal Investment Advisors's JBND Position: Q2 2026 in Review

Regal Investment Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 13% in Q2 2026, buying an estimated $331K and bringing the position to 54,959 shares worth $2.94M. The position accounts for 0.15% of the portfolio, ranked #158.

Regal Investment Advisors first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Regal Investment Advisors held 54,959 shares of JPMorgan Active Bond ETF worth $2.94M as of Q2 2026.
  • Regal Investment Advisors bought 6,180 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $331K.
  • JPMorgan Active Bond ETF made up 0.15% of Regal Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • Regal Investment Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.