Larson Financial, a name I’d seen drift through the reports, made a move. A quiet one. They added $3.33 million to their position in the JPMorgan Active Bond ETF – JBND, if you’re keeping score. February 6th, 2026, the filing said. Dates never tell the whole story, of course. They just mark where the shadows fell.
The Angle
They increased their holding by 61,408 shares. A tidy sum. The value bumped up by $3.27 million, factoring in both the purchase and the market’s little dance. It wasn’t a splash, more of a calculated adjustment. Like adding ballast to a ship that’s been riding a bit high on the waves.
What Else You Need to Know
- Larson now holds just over 1% of JBND in their 13F portfolio. A small piece of the pie, but a deliberate one.
- Their top holdings, as of the filing, looked like this:
- SPYM: $183.13 million
- NVDA: $128.56 million
- AAPL: $115.1 million
- DGRW: $90.89 million
- QGRO: $88.71 million
- JBND was trading at $54.14 on February 5th, up 7.2% year over year. Lagging the S&P 500 by 5 percentage points. Sometimes, playing catch-up is a smart move.
- The fund’s dividend yield was a steady 4.41% as of February 6th. Income in a world obsessed with growth. A rare thing.
The Fund Itself
| Metric | Value |
|---|---|
| Net Assets | $6.09 billion |
| Dividend Yield | 4.41% |
| Price (Feb 5, 2026) | $54.14 |
| 1-Year Total Return | 7.19% |
Snapshot
- The fund aims to beat the Bloomberg U.S. Aggregate Bond Index over three to five years. Active management. A gamble, but sometimes you need to roll the dice.
- At least 80% of assets in bonds. A solid foundation.
- Structured as an actively managed ETF.
They’re trying to deliver consistent returns above the benchmark, leveraging JPMorgan’s portfolio managers. Dynamic allocation. Fancy words for picking winners and avoiding losers. It yields around 4.4%, and the structure is transparent. Suitable for institutional investors, they say. It’s a liquid ETF. A clean exit, should things turn sour.
What It Means
Larson increased their stake in JBND by 11% last quarter. A move toward balance. Their portfolio was leaning heavily toward growth – SPYM, Nvidia, Apple dominating. Dividend growth funds rounding out the top five. Adding an actively managed bond fund provides steady income and a little downside protection. Like a life raft tucked under the seats.
JBND doesn’t just track an index. Managers actively shift between Treasuries, mortgage-backed securities, and corporate bonds. Based on rate expectations and credit conditions. A bit of a magician’s trick. The expense ratio is 0.25%. A small price to pay for someone else to worry about the details. It’s yielded around 4.4% and outperformed the Bloomberg US Aggregate Bond Index. For the past two years. That’s a detail worth noticing.
This fund works for investors who want professional bond management without paying a king’s ransom. When interest rates shift, or credit spreads widen, active managers can adjust faster than passive index funds. It’s particularly useful for portfolios heavy on stocks. Providing monthly income and cushioning volatility when markets swing downward. A quiet play, but a smart one. In a world of noise, sometimes the smartest move is the quietest.
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2026-02-27 23:05