Concurrent Investment Advisors 13F: Adds $31M to JBND Stake

Concurrent Investment Advisors disclosed on October 16, 2026, that it boosted its position in the Jpmorgan Active Bond ETF (JBND) by adding 610,094 shares. This increase raised its total holdings to 619,173 shares, valued at approximately $31.65 million. The filing reflects the fund's position as of the previous quarter, so current holdings may differ.

The recent addition marks a staggering increase of about 6,720% in Concurrent Investment Advisors' stake in JBND. The fund had only 9,079 shares before this recent purchase. This move shows a significant commitment to the ETF, which seeks to outperform the Bloomberg U.S. Aggregate Bond Index over a market cycle.

Other Institutional Activity in Jpmorgan Active Bond ETF

There were no other reported institutional activities for Jpmorgan Active Bond ETF at this time.

Jpmorgan Active Bond ETF Stock Down 0.1%

As of October 16, 2026, JBND is trading recently around $51.44. This price is below its 50-day moving average of about $52.00 and its 200-day average of about $53.26, which may suggest the stock has been underperforming. The ETF is also about 7.8% below its 52-week high of $55.79, although it remains 1.5% above its 52-week low of $50.70.

Dividend

The Jpmorgan Active Bond ETF has a dividend yield of approximately 4.58%. The fund's strategy involves investing primarily in bonds, which typically generate income for investors through dividends.

About Jpmorgan Active Bond ETF

The Jpmorgan Active Bond ETF aims to outperform the Bloomberg U.S. Aggregate Bond Index over a market cycle, typically spanning 3 to 5 years. It invests at least 80% of its assets in bonds, reflecting a focus on generating income through fixed-income securities.

Bottom Line

Investors should monitor any upcoming filings or changes in market conditions as they may impact the Jpmorgan Active Bond ETF. The fund's recent boost in holdings by Concurrent Investment Advisors reflects a confidence in the ETF's potential despite current pricing pressures. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.