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JPMorgan Active Bond ETF
JBND

Overview Fund Activity

115 hedge funds and large institutions have $964M invested in JPMorgan Active Bond ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+42
Holders Change %
+57.53%
% of All Funds
1.53%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
50
Increased
52
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LI
1
LVZ Inc
Michigan
$44.3M
2
LPL Financial
2
LPL Financial
California
$117M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$39.5M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$38.5M
5
IAA
5
Independent Advisor Alliance
North Carolina
$32M

Top Sellers

1
RHP
1
Royal Harbor Partners
Texas
$8.31M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CPA
3
Clear Point Advisors
New York
$0
4
YWS
4
Yarger Wealth Strategies
Ohio
$5.4M
5
AWM
5
Avaii Wealth Management
Wisconsin
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
Ruggaard & Associates
Ohio
$11.8M +$125K +2,401 +1%
CWM
27
Centurion Wealth Management
Virginia
$10.2M +$4.3M +82,263 +72%
CAM
28
Cobblestone Asset Management
Virginia
$10.2M +$10.2M +195,622 New
Mariner
29
Mariner
Kansas
$8.7M +$8.7M +166,487 New
RHP
30
Royal Harbor Partners
Texas
$8.31M -$13.5M -257,828 -62%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$7.75M +$7.75M +148,287 +14,828,700%
PWA
32
Peterson Wealth Advisors
Utah
$7.65M +$6.96M +133,363 +1,009%
KPWS
33
Kestra Private Wealth Services
Texas
$7.62M +$7.62M +145,766 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$7.3M +$3.01M +57,657 +70%
AWA
35
AGH Wealth Advisors
Kansas
$7.18M +$7.18M +137,337 New
GVAG
36
Great Valley Advisor Group
Delaware
$6.55M +$274K +5,237 +4%
LFG
37
Larson Financial Group
Missouri
$6.53M +$3.42M +65,481 +110%
ACP
38
Aveo Capital Partners
Colorado
$6.35M -$237K -4,536 -4%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$5.99M +$668K +12,789 +13%
EFS
40
Essex Financial Services
Connecticut
$5.92M +$4.04M +77,392 +216%
CFG
41
Cooper Financial Group
California
$5.89M +$1.64M +31,463 +39%
YWS
42
Yarger Wealth Strategies
Ohio
$5.4M -$2.54M -48,635 -32%
PA
43
Parallel Advisors
California
$5.38M +$5.05M +96,744 +1,570%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$5.08M +$3.65M +69,819 +254%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$4.88M +$1.8M +34,451 +58%
TSWM
46
Tyler-Stone Wealth Management
Ohio
$4.87M +$172K +3,285 +4%
GCM
47
Gallacher Capital Management
Colorado
$4.82M +$456K +8,733 +10%
IWP
48
Insight Wealth Partners
Texas
$4.63M -$1.27M -24,380 -22%
HighTower Advisors
49
HighTower Advisors
Illinois
$4.05M +$116K +2,226 +3%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$3.84M +$3.59M +68,795 +1,467%
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