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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Harbor Partners's JBND Position: Q1 2026 in Review

Royal Harbor Partners increased its JPMorgan Active Bond ETF (JBND) stake by 89% in Q1 2026, buying an estimated $8.12M and bringing the position to 317,831 shares worth $17.1M. The position accounts for 5.79% of the portfolio, ranked #6.

Royal Harbor Partners first reported a position in JBND in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.8M in Q3 2024. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Royal Harbor Partners held 317,831 shares of JPMorgan Active Bond ETF worth $17.1M as of Q1 2026.
  • Royal Harbor Partners bought 150,006 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $8.12M.
  • JPMorgan Active Bond ETF made up 5.79% of Royal Harbor Partners's portfolio in Q1 2026, its #6 holding.
  • Royal Harbor Partners first reported a position in JPMorgan Active Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Royal Harbor Partners's JPMorgan Active Bond ETF position peaked at $22.8M in Q3 2024.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

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