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Sigma Planning Corp’s JPMorgan Active Bond ETF JBND Stock Holding History

Sigma Planning Corp’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 		$4.5M Buy
83,733
+2,672
+3% +$145K 0.13% 176
2025
Q4 		$4.38M Buy
81,061
+4,746
+6% +$258K 0.12% 169
2025
Q3 		$4.13M Buy
76,315
+16,269
+27% +$872K 0.12% 176
2025
Q2 		$3.22M Buy
+60,046
New +$3.18M 0.1% 218

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

Sigma Planning Corp's JBND Position: Q1 2026 in Review

Sigma Planning Corp increased its JPMorgan Active Bond ETF (JBND) stake by 3.3% in Q1 2026, buying an estimated $145K and bringing the position to 83,733 shares worth $4.5M. The position accounts for 0.13% of the portfolio, ranked #176.

Sigma Planning Corp first reported a position in JBND in Q2 2025 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Sigma Planning Corp held 83,733 shares of JPMorgan Active Bond ETF worth $4.5M as of Q1 2026.
  • Sigma Planning Corp bought 2,672 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $145K.
  • JPMorgan Active Bond ETF made up 0.13% of Sigma Planning Corp's portfolio in Q1 2026, its #176 holding.
  • Sigma Planning Corp first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.