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Root Financial Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Root Financial Partners’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 		– Sell
-1,762
Closed -$95.3K – 3515
2025
Q4 		$95.3K Buy
+1,762
New +$95.6K ﹤0.01% 481

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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 $369B AUM 28.27% 1-Year Est. Return

Root Financial Partners's JBND Position: Q1 2026 in Review

Root Financial Partners sold out of JPMorgan Active Bond ETF (JBND) in Q1 2026, closing a stake of 1,762 shares — an estimated $95.3K sold.

Root Financial Partners first reported a position in JBND in Q4 2025 and held it in 1 quarter. The position peaked at $95.3K in Q4 2025. 311 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Root Financial Partners reported no remaining JPMorgan Active Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,762 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $95.3K.
  • Root Financial Partners first reported a position in JPMorgan Active Bond ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's JPMorgan Active Bond ETF position peaked at $95.3K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.