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Savvy Advisors Inc’s JPMorgan Active Bond ETF JBND Stock Holding History

Savvy Advisors Inc’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 		$13.7M Buy
256,492
+40,946
+19% +$2.19M 0.29% 65
2026
Q1 		$11.6M Buy
215,546
+5,021
+2% +$272K 0.31% 62
2025
Q4 		$11.4M Sell
210,525
-1
-0% -$54 0.37% 52
2025
Q3 		$11.4M Buy
210,526
+5,500
+3% +$295K 0.52% 43
2025
Q2 		$11M Buy
+205,026
New +$10.9M 0.73% 27

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
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
Bank of America
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Savvy Advisors Inc's JBND Position: Q2 2026 in Review

Savvy Advisors Inc increased its JPMorgan Active Bond ETF (JBND) stake by 19% in Q2 2026, buying an estimated $2.19M and bringing the position to 256,492 shares worth $13.7M. The position accounts for 0.29% of the portfolio, ranked #65.

Savvy Advisors Inc first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Savvy Advisors Inc held 256,492 shares of JPMorgan Active Bond ETF worth $13.7M as of Q2 2026.
  • Savvy Advisors Inc bought 40,946 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $2.19M.
  • JPMorgan Active Bond ETF made up 0.29% of Savvy Advisors Inc's portfolio in Q2 2026, its #65 holding.
  • Savvy Advisors Inc first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.