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JPMorgan Active Bond ETF

73 hedge funds and large institutions have $524M invested in JPMorgan Active Bond ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

925% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 4

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

90% more capital invested

Capital invested by funds: $275M → $524M (+$249M)

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

46% more funds holding

Funds holding: 5073 (+23)

9.48% less ownership

Funds ownership: 87%77.52% (-9.5%)

Holders
73
Holders Change
+23
Holders Change %
+46%
% of All Funds
1.05%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
26
Increased
41
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.24M +$3.26M +60,775 +361%
HighTower Advisors
27
HighTower Advisors
Illinois
$4.1M +$4.05M +75,337 New
CFGF
28
Compass Financial Group (Florida)
Florida
$3.51M +$3.45M +64,260 New
Osaic Holdings
29
Osaic Holdings
Arizona
$3.34M +$804K +14,973 +32%
LFG
30
Larson Financial Group
Missouri
$3.25M +$3.05M +56,725 +2,051%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$3.22M +$1.83M +34,067 +137%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$3.02M -$17.1K -319 -0.6%
CPA
33
Clear Point Advisors
New York
$2.59M +$1.06M +19,694 +71%
VF
34
Vawter Financial
Ohio
$1.99M +$970K +18,060 +99%
EFS
35
Essex Financial Services
Connecticut
$1.91M +$705K +13,124 +58%
FCA
36
FinTrust Capital Advisors
South Carolina
$1.77M +$560K +10,424 +47%
ATPW
37
Ashton Thomas Private Wealth
Arizona
$1.64M +$1.53M +28,483 +1,823%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$1.5M +$1.48M +27,460 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.47M +$1.45M +26,919 New
VAM
40
Vienna Asset Management
California
$1.35M +$636K +11,839 +92%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.34M +$1.32M +24,543 New
UWM
42
USAdvisors Wealth Management
Minnesota
$1.25M +$1.23M +22,924 New
NFA
43
Northwest Financial Advisors
Virginia
$1.09M +$510K +9,496 +91%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.06M +$662K +12,329 +176%
AQR Capital Management
45
AQR Capital Management
Connecticut
$1.03M +$696K +12,950 +219%
RSS
46
Rosenblum Silverman Sutton
California
$901K +$886K +16,495 New
PAG
47
Private Advisor Group
New Jersey
$810K +$796K +14,822 New
FTUS
48
Flow Traders U.S.
New York
$807K -$77.8K -1,449 -9%
PWA
49
Peterson Wealth Advisors
Utah
$723K +$131K +2,446 +23%
BFA
50
Beaumont Financial Advisors
Massachusetts
$719K +$73.3K +1,364 +12%

JBND Hedge Fund Activity: Q3 2024 in Review

73 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q3 2024, worth a combined $524M — up 90% from $275M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JBND positions and 3 closed out — a net gain of 23 holders — while 41 added to existing stakes and 4 trimmed.

The largest buyer was Diversified Portfolios Inc, adding an estimated $61.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.91M sold.

  • 73 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q3 2024, up from 50 in Q2 2024.
  • Funds reported $524M of JPMorgan Active Bond ETF stock for Q3 2024, up 90% quarter-over-quarter.
  • 26 funds opened new JPMorgan Active Bond ETF positions in Q3 2024 and 3 closed out, a net change of +23 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q3 2024 was Diversified Portfolios Inc, an estimated $61.2M added.
  • The largest JPMorgan Active Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2024.