JBND — J P MORGAN EXCHANGE TRADED F

Ownership history in Private Advisor Group, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Private Advisor Group, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JBND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.67% (2025 Q4)
Avg. % of fund
0.23%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,630,270 +641,537 +32.3% 0.67% $142.2M $53.71
2025 Q3 ADDED 1,988,733 +1,483,659 +293.8% 0.53% $107.7M $53.00
2025 Q2 ADDED 505,074 +439,364 +668.6% 0.15% $27.1M $51.87
2025 Q1 ADDED 65,710 +43,154 +191.3% 0.02% $3.5M $51.21
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JBND price (monthly, adj. close)

Other funds also holding JBND

As of 2025 Q4 — sorted by position size

Pinnacle Wealth Management, LLC 3Y 9.81% Diversified Portfolios, Inc. 3Y 7Y 8.65% Independence Asset Advisors, LLC 8.36% IAG Wealth Partners, LLC 3Y 7.52% Vawter Financial, Ltd. 7.44% PEAK FINANCIAL ADVISORS LLC 3Y 6.76% CGC Financial Services, LLC 6.51% Peterson Wealth Advisors, LLC 3Y 7Y 6.33% Essex LLC 3Y 5.88% LVZ, Inc. 3Y 7Y 5.66%
← Back to Private Advisor Group, LLC Holdings