JPMorgan Active Bond ETF delivers a 4.4% yield via an investment-grade, multi-sector bond portfolio. The fund has an effective duration of 6 years and low credit risk (63% AAA). JBND has outperformed the Bloomberg U.S. Aggregate Bond Index in both total and risk-adjusted returns since inception.
Bond ETFs drew massive inflows in 2025 as yields stayed attractive. Active funds like JBND could balance income and growth in 2026.
The Jpmorgan Active Bond ETF is a simple investment-grade bond ETF. JBND compares favorably to its benchmark on most key quantitative metrics: dividend yield, realized volatility, and absolute and risk-adjusted returns. Lots of benefits and advantages, fewer downsides, no significant ones.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,435 | $455,528.06 | $447,813.31 | -$7,714.75 | -1.69% |
Means Investment Company Means Investment Company Inc. | 431,887 | $22.78M | $22.93M | $146,935.47 | 0.64% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 606,253 | $32.65M | $32.18M | -$471,033.48 | -1.44% |
| SS Scott Solod Kelly Financial Group LLC | 7,145 | $384,187 | $379,649.57 | -$4,537.43 | -1.18% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 36,458 | $1.96M | $1.94M | -$24,279.16 | -1.24% |
| NYSE Exchange | US Country |
The fund described aims to achieve superior returns over the Bloomberg U.S. Aggregate Bond Index, considering the total return metric, excluding fees, over a typical market cycle of three to five years. It positions itself as a strategic investment option focusing on bond investments, underpinned by a non-fundamental policy to allocate at least 80% of its assets in bonds under normal market conditions. This approach underscores its commitment to bond-based strategies and signifies its key operational and investment philosophy geared towards outperforming its designated benchmark through a meticulously curated portfolio of bonds.
The investment focus of the fund encompasses a variety of products and services designed to optimize returns for investors by carefully navigating the bond market landscape: