Trask Adam Roland’s JPMorgan Active Bond ETF JBND Stock Holding History

Trask Adam Roland’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	$61.8K	Buy	+1,150	New	+$62.3K	0.06%	97

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Trask Adam Roland's JBND Position: Q1 2026 in Review

Trask Adam Roland opened a new position in JPMorgan Active Bond ETF (JBND) in Q1 2026: 1,150 shares worth $61.8K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings.

310 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

Trask Adam Roland held 1,150 shares of JPMorgan Active Bond ETF worth $61.8K as of Q1 2026.
JPMorgan Active Bond ETF was a new Trask Adam Roland position in Q1 2026.
JPMorgan Active Bond ETF made up 0.06% of Trask Adam Roland's portfolio in Q1 2026, its #97 holding.
310 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.