KWB Wealth Boosts Holdings in JPMorgan Active Bond ETF $JBND

KWB Wealth lifted its holdings in JPMorgan Active Bond ETF (NYSEARCA:JBND) by 42.7% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 388,588 shares of the company’s stock after purchasing an additional 116,238 shares during the period. JPMorgan Active Bond ETF makes up 1.8% of KWB Wealth’s holdings, making the stock its 15th biggest holding. KWB Wealth owned approximately 0.25% of JPMorgan Active Bond ETF worth $20,789,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. TD Waterhouse Canada Inc. acquired a new position in shares of JPMorgan Active Bond ETF in the fourth quarter worth $1,151,000. Janney Montgomery Scott LLC increased its position in shares of JPMorgan Active Bond ETF by 255.7% during the fourth quarter. Janney Montgomery Scott LLC now owns 2,054,089 shares of the company’s stock worth $111,065,000 after acquiring an additional 1,476,606 shares during the period. Global Retirement Partners LLC raised its stake in shares of JPMorgan Active Bond ETF by 22.0% in the fourth quarter. Global Retirement Partners LLC now owns 176,231 shares of the company’s stock valued at $9,529,000 after acquiring an additional 31,806 shares in the last quarter. Sanctuary Advisors LLC raised its stake in shares of JPMorgan Active Bond ETF by 106.8% in the fourth quarter. Sanctuary Advisors LLC now owns 191,450 shares of the company’s stock valued at $10,352,000 after acquiring an additional 98,866 shares in the last quarter. Finally, WBH Advisory Inc. raised its stake in shares of JPMorgan Active Bond ETF by 35.9% in the fourth quarter. WBH Advisory Inc. now owns 183,190 shares of the company’s stock valued at $9,905,000 after acquiring an additional 48,408 shares in the last quarter.

JPMorgan Active Bond ETF Trading Down 0.3%

NYSEARCA:JBND opened at $52.59 on Tuesday. JPMorgan Active Bond ETF has a 12-month low of $52.43 and a 12-month high of $55.78. The stock has a fifty day moving average price of $53.11 and a 200 day moving average price of $53.62.

JPMorgan Active Bond ETF Profile

The JPMorgan Active Bond ETF (JBND) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, investing in a diverse portfolio of U.S. dollar-denominated, investment grade bonds JBND was launched on Oct 11, 2023 and is issued by JPMorgan Chase.