Royal Harbor Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Royal Harbor 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 Q2	$19M	Buy	355,465 +37,634	+12%	+$2.01M	5.89%	5
2026 Q1	$17.1M	Buy	317,831 +150,006	+89%	+$8.12M	5.79%	6
2025 Q4	$9.07M	Buy	167,825 +3,138	+2%	+$170K	3%	11
2025 Q3	$8.92M	Sell	164,687 -1,479	-0.9%	-$79.3K	3.02%	11
2025 Q2	$8.9M	Buy	166,166 +1,517	+0.9%	+$80.3K	3.25%	9
2025 Q1	$8.81M	Buy	164,649 +5,571	+4%	+$294K	3.41%	7
2024 Q4	$8.31M	Sell	159,078 -257,828	-62%	-$13.7M	3.14%	7
2024 Q3	$22.8M	Buy	416,906 +64,980	+18%	+$3.49M	8.86%	2
2024 Q2	$18.4M	Buy	351,926 +150,225	+74%	+$7.78M	7.61%	2
2024 Q1	$10.6M	Buy	201,701 +138,034	+217%	+$7.23M	4.62%	9
2023 Q4	$3.37M	Buy	+63,667	New	+$3.25M	1.57%	15

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

Royal Harbor Partners's JBND Position: Q2 2026 in Review

Royal Harbor Partners increased its JPMorgan Active Bond ETF (JBND) stake by 12% in Q2 2026, buying an estimated $2.01M and bringing the position to 355,465 shares worth $19M. The position accounts for 5.89% of the portfolio, ranked #5.

Royal Harbor Partners first reported a position in JBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.8M in Q3 2024. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Royal Harbor Partners held 355,465 shares of JPMorgan Active Bond ETF worth $19M as of Q2 2026.
Royal Harbor Partners bought 37,634 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $2.01M.
JPMorgan Active Bond ETF made up 5.89% of Royal Harbor Partners's portfolio in Q2 2026, its #5 holding.
Royal Harbor Partners first reported a position in JPMorgan Active Bond ETF in Q4 2023 and has held it in 11 quarters since.
Royal Harbor Partners's JPMorgan Active Bond ETF position peaked at $22.8M in Q3 2024.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.