Robertson Stephens Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Robertson Stephens Wealth Management’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	$3.42M	Buy	64,004 +5,241	+9%	+$280K	0.08%	162
2026 Q1	$3.16M	Buy	58,763 +3,089	+6%	+$167K	0.09%	160
2025 Q4	$3.02M	Buy	55,674 +36,359	+188%	+$1.97M	0.08%	165
2025 Q3	$1.05M	Buy	19,315 +4,181	+28%	+$224K	0.03%	251
2025 Q2	$811K	Buy	+15,134	New	+$801K	0.03%	291

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

Robertson Stephens Wealth Management's JBND Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 8.9% in Q2 2026, buying an estimated $280K and bringing the position to 64,004 shares worth $3.42M. The position accounts for 0.08% of the portfolio, ranked #162.

Robertson Stephens Wealth Management first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Robertson Stephens Wealth Management held 64,004 shares of JPMorgan Active Bond ETF worth $3.42M as of Q2 2026.
Robertson Stephens Wealth Management bought 5,241 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $280K.
JPMorgan Active Bond ETF made up 0.08% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #162 holding.
Robertson Stephens Wealth Management first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.