RIA
JBND icon

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
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 $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 $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Regal Investment Advisors's JBND Position: Q1 2026 in Review

Regal Investment Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 16% in Q1 2026, buying an estimated $370K and bringing the position to 48,779 shares worth $2.62M. The position accounts for 0.15% of the portfolio, ranked #164.

Regal Investment Advisors first reported a position in JBND in Q4 2024 and has held it in 6 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Regal Investment Advisors held 48,779 shares of JPMorgan Active Bond ETF worth $2.62M as of Q1 2026.
  • Regal Investment Advisors bought 6,833 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $370K.
  • JPMorgan Active Bond ETF made up 0.15% of Regal Investment Advisors's portfolio in Q1 2026, its #164 holding.
  • Regal Investment Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.