Sonoma Allocations LLC Has $5.77 Million Stake in JPMorgan Active Bond ETF $JBND

Sonoma Allocations LLC reduced its stake in shares of JPMorgan Active Bond ETF (NYSEARCA:JBND) by 26.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 108,311 shares of the company’s stock after selling 38,830 shares during the period. JPMorgan Active Bond ETF accounts for approximately 2.2% of Sonoma Allocations LLC’s portfolio, making the stock its 12th biggest holding. Sonoma Allocations LLC’s holdings in JPMorgan Active Bond ETF were worth $5,771,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Blue Trust Inc. boosted its position in JPMorgan Active Bond ETF by 1.0% during the first quarter. Blue Trust Inc. now owns 19,509 shares of the company’s stock worth $1,049,000 after purchasing an additional 196 shares during the period. High Falls Advisors Inc grew its holdings in JPMorgan Active Bond ETF by 5.0% during the fourth quarter. High Falls Advisors Inc now owns 4,541 shares of the company’s stock valued at $246,000 after purchasing an additional 218 shares during the last quarter. Latitude Advisors LLC raised its position in shares of JPMorgan Active Bond ETF by 5.5% in the first quarter. Latitude Advisors LLC now owns 4,849 shares of the company’s stock valued at $261,000 after purchasing an additional 254 shares during the period. Assetmark Inc. raised its position in shares of JPMorgan Active Bond ETF by 0.7% in the first quarter. Assetmark Inc. now owns 40,256 shares of the company’s stock valued at $2,165,000 after purchasing an additional 292 shares during the period. Finally, Aptus Capital Advisors LLC lifted its stake in shares of JPMorgan Active Bond ETF by 68.8% in the fourth quarter. Aptus Capital Advisors LLC now owns 802 shares of the company’s stock worth $43,000 after buying an additional 327 shares during the last quarter.

JPMorgan Active Bond ETF Stock Performance

Shares of JPMorgan Active Bond ETF stock opened at $52.76 on Friday. The firm has a fifty day simple moving average of $53.13 and a 200-day simple moving average of $53.63. JPMorgan Active Bond ETF has a 1-year low of $52.43 and a 1-year high of $55.78.

JPMorgan Active Bond ETF Company 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.