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

Transamerica 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	$54.1K	Buy	1,011 +40	+4%	+$2.14K	﹤0.01%	683
2026 Q1	$52.3K	Sell	971 -1,646	-63%	-$89.1K	﹤0.01%	644
2025 Q4	$142K	Buy	+2,617	New	+$142K	0.01%	408

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 22.9% 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

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

Transamerica Financial Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 4.1% in Q2 2026, buying an estimated $2.14K and bringing the position to 1,011 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Transamerica Financial Advisors first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $142K in Q4 2025. 328 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Transamerica Financial Advisors held 1,011 shares of JPMorgan Active Bond ETF worth $54.1K as of Q2 2026.
Transamerica Financial Advisors bought 40 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $2.14K.
JPMorgan Active Bond ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #683 holding.
Transamerica Financial Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
Transamerica Financial Advisors's JPMorgan Active Bond ETF position peaked at $142K in Q4 2025.
328 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

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