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RFG Advisory’s JPMorgan Active Bond ETF JBND Stock Holding History

RFG Advisory’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 		– Sell
-81,672
Closed -$4.39M – 1161
2026
Q1 		$4.39M Buy
81,672
+5,789
+8% +$313K 0.08% 177
2025
Q4 		$4.1M Buy
75,883
+10,888
+17% +$591K 0.08% 185
2025
Q3 		$3.52M Buy
64,995
+23,814
+58% +$1.28M 0.07% 202
2025
Q2 		$2.21M Buy
41,181
+2,145
+5% +$114K 0.05% 280
2025
Q1 		$2.09M Buy
+39,036
New +$2.06M 0.06% 267

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

RFG Advisory's JBND Position: Q2 2026 in Review

RFG Advisory sold out of JPMorgan Active Bond ETF (JBND) in Q2 2026, closing a stake of 81,672 shares — an estimated $4.39M sold.

RFG Advisory first reported a position in JBND in Q1 2025 and held it in 5 quarters. The position peaked at $4.39M in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • RFG Advisory reported no remaining JPMorgan Active Bond ETF position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 81,672 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $4.39M.
  • RFG Advisory first reported a position in JPMorgan Active Bond ETF in Q1 2025 and held it in 5 quarters.
  • RFG Advisory's JPMorgan Active Bond ETF position peaked at $4.39M in Q1 2026.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.