J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
US ˙ NYSE

SecurityJBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership238,715 shares
Latest Disclosed Value $ 12,835,706
Integrated Wealth Concepts LLC reports 113.36% increase in ownership of JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 238,715 shares of J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF (US:JBND) valued at $12,835,706 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 111,886 shares of J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF. This represents a change in shares of 113.36% during the quarter. The current value of the position is $12,709,187 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F JPMORGAN ACTIVE MF Closed and MF Open 46654Q716 238,715 126,829 113.36 12,836 112.18 0.1024
2026-02-13 2025-12-31 13F JPMORGAN ACTIVE MF Closed and MF Open 46654Q716 111,886 -70,217 -38.56 6,050 -38.66 0.0719
2025-11-14 2025-09-30 13F JPMORGAN ACTIVE MF Closed and MF Open 46654Q716 182,103 98,220 117.09 9,863 119.40 0.0882
2025-08-14 2025-06-30 13F JPMORGAN ACTIVE MF Closed and MF Open 46654Q716 83,883 26,873 47.14 4,495 47.33 0.0451
2025-05-15 2025-03-31 13F JPMORGAN ACTIVE MF Closed and MF Open 46654Q716 57,010 57,010 3,051 0.0356
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.