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JPMorgan Active Bond ETF

50 hedge funds and large institutions have $275M invested in JPMorgan Active Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

67% more funds holding

Funds holding: 3050 (+20)

66% more capital invested

Capital invested by funds: $166M → $275M (+$110M)

6.09% more ownership

Funds ownership: 80.91%87% (+6.1%)

Holders
50
Holders Change
+20
Holders Change %
+66.67%
% of All Funds
0.72%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
24
Increased
20
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
26
FinTrust Capital Advisors
South Carolina
$1.15M +$747K +14,413 +191%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.01M +$1M +19,309 New
VF
28
Vawter Financial
Ohio
$958K +$547K +10,558 +136%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$878K +$339K +6,545 +64%
FTUS
30
Flow Traders U.S.
New York
$848K -$30.2K -583 -3%
VAM
31
Vienna Asset Management
California
$674K +$668K +12,895 New
BFA
32
Beaumont Financial Advisors
Massachusetts
$617K -$26.1K -504 -4%
PWA
33
Peterson Wealth Advisors
Utah
$563K +$558K +10,777 New
GSIAS
34
Garden State Investment Advisory Services
New Jersey
$556K -$245K -4,725 -31%
NFA
35
Northwest Financial Advisors
Virginia
$545K +$540K +10,431 New
SIAP
36
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$514K +$15.5K +300 +3%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$380K +$376K +7,267 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$366K +$101K +1,959 +39%
AQR Capital Management
39
AQR Capital Management
Connecticut
$309K +$307K +5,922 New
PA
40
Parallel Advisors
California
$304K +$94.5K +1,825 +46%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$241K +$239K +4,614 New
RWS
42
Resolute Wealth Strategies
Mississippi
$201K +$200K +3,856 New
PTC
43
Private Trust Company
Ohio
$199K +$197K +3,809 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$152K +$150K +2,890 New
LFG
45
Larson Financial Group
Missouri
$145K +$143K +2,766 New
ATPW
46
Ashton Thomas Private Wealth
Arizona
$81.6K +$80.9K +1,562 New
IA
47
IFP Advisors
Florida
$60.2K +$59.7K +1,153 New
HGERS
48
Householder Group Estate & Retirement Specialist
Arizona
$27K +$27.6K +532 New
CAS
49
Coppell Advisory Solutions
Texas
$23K +$22.8K +440 New
Bank of America
50
Bank of America
North Carolina
$2.35K +$2.33K +45 New

JBND Hedge Fund Activity: Q2 2024 in Review

50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q2 2024, worth a combined $275M — up 66% from $166M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JBND positions and 3 closed out — a net gain of 21 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $38.5M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $8.81M sold.

  • 50 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q2 2024, up from 30 in Q1 2024.
  • Funds reported $275M of JPMorgan Active Bond ETF stock for Q2 2024, up 66% quarter-over-quarter.
  • 24 funds opened new JPMorgan Active Bond ETF positions in Q2 2024 and 3 closed out, a net change of +21 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q2 2024 was LPL Financial, an estimated $38.5M added.
  • The largest JPMorgan Active Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2024.