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JPMorgan Active Bond ETF

171 hedge funds and large institutions have $1.92B invested in JPMorgan Active Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$383M
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$91.1M
DPI
3
Diversified Portfolios Inc
Michigan
$87.1M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$78.7M
BWP
5
Baldwin Wealth Partners
Massachusetts
$72M
BFG
6
Berger Financial Group
Minnesota
$67.9M
IWP
7
IAG Wealth Partners
Wisconsin
$53.1M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$53M
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$52.4M
MML Investors Services
10
MML Investors Services
Massachusetts
$50.1M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$50M
LI
12
LVZ Inc
Michigan
$49.3M
IF
13
Intrua Financial
Texas
$35.2M
PCA
14
Pallas Capital Advisors
Massachusetts
$32.8M
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$30.5M
LWA
16
Lifelong Wealth Advisors
Minnesota
$30.3M
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$28.5M
PAG
18
Private Advisor Group
New Jersey
$27.1M
CFS
19
CGC Financial Services
Oregon
$23.7M
NW
20
NewEdge Wealth
Pennsylvania
$22.7M
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$21.9M
LFG
22
Larson Financial Group
Missouri
$20.3M
Raymond James Financial
23
Raymond James Financial
Florida
$20.3M
SWP
24
Sagespring Wealth Partners
Tennessee
$19.7M
MIC
25
Means Investment Company
Maine
$19.5M