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 Q2	$4.08M	Sell	76,188 -7,545	-9%	-$404K	0.1%	205
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sigma Planning Corp's JBND Position: Q2 2026 in Review

Sigma Planning Corp reduced its JPMorgan Active Bond ETF (JBND) stake by 9% in Q2 2026, selling an estimated $404K and leaving 76,188 shares worth $4.08M. The position accounts for 0.1% of the portfolio, ranked #205.

Sigma Planning Corp first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.5M in Q1 2026. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Sigma Planning Corp held 76,188 shares of JPMorgan Active Bond ETF worth $4.08M as of Q2 2026.
Sigma Planning Corp sold 7,545 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $404K.
JPMorgan Active Bond ETF made up 0.1% of Sigma Planning Corp's portfolio in Q2 2026, its #205 holding.
Sigma Planning Corp first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
Sigma Planning Corp's JPMorgan Active Bond ETF position peaked at $4.5M in Q1 2026.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.