Steward Partners Investment Advisory’s JPMorgan Active Bond ETF JBND Stock Holding History

Steward Partners Investment Advisory’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	$75.1K	Buy	1,405 +1	+0.1%	+$53	﹤0.01%	2738
2026 Q1	$75.5K	Buy	1,404 +14	+1%	+$758	﹤0.01%	2549
2025 Q4	$75.2K	Hold	1,390	–	–	﹤0.01%	2451
2025 Q3	$75.3K	Buy	1,390 +1,163	+512%	+$62.4K	﹤0.01%	2403
2025 Q2	$12.2K	Buy	227 +146	+180%	+$7.73K	﹤0.01%	3125
2025 Q1	$4.33K	Hold	81	–	–	﹤0.01%	3416
2024 Q4	$4.23K	Buy	+81	New	+$4.3K	﹤0.01%	3416

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

Steward Partners Investment Advisory's JBND Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Active Bond ETF (JBND) stake by 0.07% in Q2 2026, buying an estimated $53 and bringing the position to 1,405 shares worth $75.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Steward Partners Investment Advisory first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $75.5K in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Steward Partners Investment Advisory held 1,405 shares of JPMorgan Active Bond ETF worth $75.1K as of Q2 2026.
Steward Partners Investment Advisory bought 1 JPMorgan Active Bond ETF share in Q2 2026, an estimated $53.
JPMorgan Active Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2738 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
Steward Partners Investment Advisory's JPMorgan Active Bond ETF position peaked at $75.5K in Q1 2026.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.