UBS Group
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UBS Group’s JPMorgan Active Bond ETF JBND Stock Holding History

UBS Group’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 		$36M Buy
673,309
+94,947
+16% +$5.08M ﹤0.01% 2080
2026
Q1 		$31.1M Buy
578,362
+528,798
+1,067% +$28.6M ﹤0.01% 2128
2025
Q4 		$2.68M Buy
+49,564
New +$2.69M ﹤0.01% 4684
2025
Q2 		– Sell
-54
Closed -$2.89K – 10552
2025
Q1 		$2.89K Buy
+54
New +$2.85K ﹤0.01% 9266

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group's JBND Position: Q2 2026 in Review

UBS Group increased its JPMorgan Active Bond ETF (JBND) stake by 16% in Q2 2026, buying an estimated $5.08M and bringing the position to 673,309 shares worth $36M. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

UBS Group first reported a position in JBND in Q1 2025 and has held it in 4 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • UBS Group held 673,309 shares of JPMorgan Active Bond ETF worth $36M as of Q2 2026.
  • UBS Group bought 94,947 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $5.08M.
  • JPMorgan Active Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2080 holding.
  • UBS Group first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.