Rosenblum Silverman Sutton’s JPMorgan Active Bond ETF JBND Stock Holding History

Rosenblum Silverman Sutton’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	$9.21M	Buy	172,210 +705	+0.4%	+$37.7K	2.21%	16
2026 Q1	$9.22M	Buy	171,505 +13,965	+9%	+$756K	2.41%	15
2025 Q4	$8.52M	Buy	157,540 +19,715	+14%	+$1.07M	1.97%	19
2025 Q3	$7.46M	Buy	137,825 +54,815	+66%	+$2.94M	1.7%	22
2025 Q2	$4.45M	Buy	83,010 +23,155	+39%	+$1.23M	1.08%	30
2025 Q1	$3.2M	Buy	59,855 +6,660	+13%	+$352K	0.88%	31
2024 Q4	$2.78M	Buy	53,195 +36,700	+222%	+$1.95M	0.7%	35
2024 Q3	$901K	Buy	+16,495	New	+$886K	0.23%	50

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

Rosenblum Silverman Sutton's JBND Position: Q2 2026 in Review

Rosenblum Silverman Sutton increased its JPMorgan Active Bond ETF (JBND) stake by 0.41% in Q2 2026, buying an estimated $37.7K and bringing the position to 172,210 shares worth $9.21M. The position accounts for 2.21% of the portfolio, ranked #16.

Rosenblum Silverman Sutton first reported a position in JBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.22M in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Rosenblum Silverman Sutton held 172,210 shares of JPMorgan Active Bond ETF worth $9.21M as of Q2 2026.
Rosenblum Silverman Sutton bought 705 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $37.7K.
JPMorgan Active Bond ETF made up 2.21% of Rosenblum Silverman Sutton's portfolio in Q2 2026, its #16 holding.
Rosenblum Silverman Sutton first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 8 quarters since.
Rosenblum Silverman Sutton's JPMorgan Active Bond ETF position peaked at $9.22M in Q1 2026.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2026, filed 13 Aug 2026.