JPMorgan Active Bond ETF
JBND
30 hedge funds and large institutions have $166M invested in JPMorgan Active Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
114% more funds holding
Funds holding: 14 → 30 (+16)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
10% more capital invested
Capital invested by funds: $151M → $166M (+$14.4M)
14.21% less ownership
Funds ownership: 95.13% → 80.91% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$58M |
| 2 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
+$8.93M |
| 3 |
Goldman Sachs
New York
|
+$7.86M |
| 4 |
RHP
Royal Harbor Partners
Houston,
Texas
|
+$7.23M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$6.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$95.9M |
| 2 |
CPA
Clear Point Advisors
Melville,
New York
|
-$143K |
| 3 |
Jane Street
New York
|
-$62.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $385K | +$357K | +6,814 | +1,308% |
|
|
ICG
27
InterOcean Capital Group
Nashville,
Tennessee
| $378K | +$377K | +7,193 | New |
|
28
Envestnet Asset Management
Chicago,
Illinois
| $265K | +$265K | +5,053 | New |
|
|
PA
29
Parallel Advisors
San Francisco,
California
| $209K | +$169K | +3,220 | +419% |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $125K | +$120K | +2,293 | +2,730% |
|
JBND Hedge Fund Activity: Q1 2024 in Review
30 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q1 2024, worth a combined $166M — up 9.5% from $151M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JBND positions and 0 closed out — a net gain of 16 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Berger Financial Group, opening a new position worth an estimated $58M. The largest seller was JP Morgan Chase, cutting an estimated $95.9M.
- 30 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q1 2024, up from 14 in Q4 2023.
- Funds reported $166M of JPMorgan Active Bond ETF stock for Q1 2024, up 9.5% quarter-over-quarter.
- 16 funds opened new JPMorgan Active Bond ETF positions in Q1 2024 and 0 closed out, a net change of +16 holders.
- The largest JPMorgan Active Bond ETF buyer in Q1 2024 was Berger Financial Group, an estimated $58M added.
- The largest JPMorgan Active Bond ETF seller in Q1 2024 was JP Morgan Chase, an estimated $95.9M sold.
Based on aggregated 13F filings for Q1 2024.