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Sequoia Financial Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Sequoia Financial Advisors’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 		$1.56M Sell
29,171
-27,080
-48% -$1.45M 0.01% 742
2026
Q1 		$3.02M Sell
56,251
-15,579
-22% -$844K 0.02% 456
2025
Q4 		$3.88M Sell
71,830
-28,468
-28% -$1.54M 0.02% 380
2025
Q3 		$5.43M Buy
+100,298
New +$5.38M 0.03% 290

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 22.9% 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

Sequoia Financial Advisors's JBND Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its JPMorgan Active Bond ETF (JBND) stake by 48% in Q2 2026, selling an estimated $1.45M and leaving 29,171 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #742.

Sequoia Financial Advisors first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.43M in Q3 2025. 328 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Sequoia Financial Advisors held 29,171 shares of JPMorgan Active Bond ETF worth $1.56M as of Q2 2026.
  • Sequoia Financial Advisors sold 27,080 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.45M.
  • JPMorgan Active Bond ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #742 holding.
  • Sequoia Financial Advisors first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's JPMorgan Active Bond ETF position peaked at $5.43M in Q3 2025.
  • 328 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.