Royal Harbor Partners, LLC JBND holdings history
JPMORGAN ACTIVE BOND ETF · CUSIP 46654Q716 · CIK 1801876
As of 2026-06-30, Royal Harbor Partners, LLC reported 355.46K JBND (shares), valued at $19.02M, or 5.89% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 11.84%; reported value increased 11.28%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.89% | 355,465 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 5.79% | 317,831 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 3.00% | 167,825 | SEC filing ↗Filed Feb 19, 2026 |
| Q3 2025 | 3.02% | 164,687 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 3.25% | 166,166 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 3.41% | 164,649 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 3.14% | 159,078 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 8.86% | 416,906 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 7.61% | 351,926 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 4.62% | 201,701 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 1.57% | 63,667 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 1.57% | 63,667 | $3.37M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 4.62% | 201,701 | $10.60M | Shares increased 216.81%; reported value increased 214.07%, and weight changed +3.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 7.61% | 351,926 | $18.39M | Shares increased 74.48%; reported value increased 73.55%, and weight changed +2.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 8.86% | 416,906 | $22.78M | Shares increased 18.46%; reported value increased 23.91%, and weight changed +1.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 3.14% | 159,078 | $8.31M | Shares decreased 61.84%; reported value decreased 63.52%, and weight changed -5.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 3.41% | 164,649 | $8.81M | Shares increased 3.50%; reported value increased 6.02%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 3.25% | 166,166 | $8.90M | Shares increased 0.92%; reported value increased 1.05%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 3.02% | 164,687 | $8.92M | Shares decreased 0.89%; reported value increased 0.16%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 3.00% | 167,825 | $9.07M | Shares increased 1.91%; reported value increased 1.74%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 19, 2026 |
| Q1 2026 | 5.79% | 317,831 | $17.09M | Shares increased 89.38%; reported value increased 88.33%, and weight changed +2.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 5.89% | 355,465 | $19.02M | Shares increased 11.84%; reported value increased 11.28%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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