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JPMorgan Active Bond ETF

174 hedge funds and large institutions have $1.95B invested in JPMorgan Active Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 11

156% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 34

33% more capital invested

Capital invested by funds: $1.47B → $1.95B (+$482M)

24% more funds holding

Funds holding: 140174 (+34)

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

0.73% less ownership

Funds ownership: 85.1%84.38% (-0.73%)

Holders
174
Holders Change
+34
Holders Change %
+24.29%
% of All Funds
2.29%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.34%
New
45
Increased
87
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$18.6M +$18.4M +346,945 New
Jones Financial Companies
27
Jones Financial Companies
Missouri
$17.5M +$9.33M +176,238 +117%
CIAS
28
Capital Investment Advisory Services
North Carolina
$16.9M +$190K +3,593 +1%
PVI
29
Pine Valley Investments
New Jersey
$16.4M +$127K +2,402 +0.8%
DADC
30
D.A. Davidson & Co
Montana
$15.5M +$1.04M +19,675 +7%
HighTower Advisors
31
HighTower Advisors
Illinois
$15.2M +$1.28M +24,154 +9%
SG
32
StoneX Group
New York
$14.2M +$1.87M +35,350 +15%
CA
33
CGN Advisors
Kansas
$13.7M -$2.73M -51,511 -17%
KPWS
34
Kestra Private Wealth Services
Texas
$13.5M +$3.56M +67,143 +36%
VA
35
VestGen Advisors
Illinois
$12.7M +$2.39M +45,087 +24%
PWM
36
Pinnacle Wealth Management
California
$12.7M +$2.45M +46,312 +24%
RA
37
Ruggaard & Associates
Ohio
$12.2M +$6.83K +129 +0.1%
SAI
38
Savvy Advisors Inc
New York
$11M +$10.9M +205,026 New
Jane Street
39
Jane Street
New York
$10.9M -$2.05M -38,700 -16%
EIA
40
Eldridge Investment Advisors
New Hampshire
$10.8M +$6.64M +125,359 +165%
CBB
41
Citizens Business Bank
California
$10.7M +$10.6M +199,665 New
CAM
42
Cobblestone Asset Management
Virginia
$10.5M -$1.35M -25,515 -12%
Mariner
43
Mariner
Kansas
$9.82M +$1.67M +31,526 +21%
CWM
44
Centurion Wealth Management
Virginia
$9.82M -$672K -12,694 -6%
Osaic Holdings
45
Osaic Holdings
Arizona
$9.54M +$1.84M +34,838 +24%
PWA
46
Peterson Wealth Advisors
Utah
$9.44M +$1.24M +23,359 +15%
OWM
47
Opes Wealth Management
California
$9.16M +$828K +15,630 +10%
RHP
48
Royal Harbor Partners
Texas
$8.9M +$80.3K +1,517 +0.9%
GFG
49
Goldstone Financial Group
Illinois
$8.21M -$6.22M -117,553 -43%
AWM
50
Axxcess Wealth Management
California
$7.59M +$4.77M +90,077 +175%

JBND Hedge Fund Activity: Q2 2025 in Review

174 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q2 2025, worth a combined $1.95B — up 33% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new JBND positions and 11 closed out — a net gain of 34 holders — while 87 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $139M. The largest seller was Innealta Capital, cutting an estimated $17.1M.

  • 174 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $1.95B of JPMorgan Active Bond ETF stock for Q2 2025, up 33% quarter-over-quarter.
  • 45 funds opened new JPMorgan Active Bond ETF positions in Q2 2025 and 11 closed out, a net change of +34 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $139M added.
  • The largest JPMorgan Active Bond ETF seller in Q2 2025 was Innealta Capital, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2025.