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 Q3	$19M	Buy	370,778 +15,313	+4%	+$804K	5.8%	6
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 $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Royal Harbor Partners's JBND Position: Q3 2026 in Review

Royal Harbor Partners increased its JPMorgan Active Bond ETF (JBND) stake by 4.3% in Q3 2026, buying an estimated $804K and bringing the position to 370,778 shares worth $19M. The position accounts for 5.8% of the portfolio, ranked #6.

Royal Harbor Partners first reported a position in JBND in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.8M in Q3 2024. 212 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

Royal Harbor Partners held 370,778 shares of JPMorgan Active Bond ETF worth $19M as of Q3 2026.
Royal Harbor Partners bought 15,313 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $804K.
JPMorgan Active Bond ETF made up 5.8% of Royal Harbor Partners's portfolio in Q3 2026, its #6 holding.
Royal Harbor Partners first reported a position in JPMorgan Active Bond ETF in Q4 2023 and has held it in 12 quarters since.
Royal Harbor Partners's JPMorgan Active Bond ETF position peaked at $22.8M in Q3 2024.
212 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Royal Harbor Partners's 13F filing for Q3 2026, filed 29 Oct 2026.