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JPMorgan Active Bond ETF

273 hedge funds and large institutions have $4.8B invested in JPMorgan Active Bond ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 27

436% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 14

64% more capital invested

Capital invested by funds: $2.93B → $4.8B (+$1.87B)

42% more funds holding in top 10

Funds holding in top 10: 2637 (+11)

28% more funds holding

Funds holding: 213273 (+60)

2.36% less ownership

Funds ownership: 90.97%88.61% (-2.4%)

Holders
273
Holders Change
+60
Holders Change %
+28.17%
% of All Funds
3.32%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.45%
New
75
Increased
156
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$45.2M +$13.8M +254,507 +44%
IF
27
Intrua Financial
Texas
$38.6M +$2.22M +40,972 +6%
PCA
28
Pallas Capital Advisors
Massachusetts
$37M +$3.17M +58,449 +9%
LWA
29
Lifelong Wealth Advisors
Minnesota
$35.2M +$684K +12,613 +2%
SAM
30
Smithbridge Asset Management
Pennsylvania
$33.6M +$18.2M +335,664 +118%
EL
31
Essex LLC
Illinois
$33.2M +$10.3M +190,674 +45%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$33M +$24.2M +445,288 +269%
LFG
33
Larson Financial Group
Missouri
$32.9M +$3.33M +61,408 +11%
SWP
34
Sagespring Wealth Partners
Tennessee
$29.7M +$571K +10,526 +2%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$27.8M +$27.9M +514,165 +5,712,944%
DADC
36
D.A. Davidson & Co
Montana
$27M +$11.1M +205,417 +70%
AFA
37
Arlington Financial Advisors
California
$27M +$27.1M +498,856 New
Wells Fargo
38
Wells Fargo
California
$26.5M +$23.7M +437,064 +828%
NW
39
NewEdge Wealth
Pennsylvania
$26M +$955K +17,599 +4%
DWM
40
Dynasty Wealth Management
Florida
$25.6M +$16.4M +302,994 +178%
CFS
41
CGC Financial Services
Oregon
$24.3M +$362K +6,671 +2%
MIC
42
Means Investment Company
Maine
$23M +$1.35M +24,819 +6%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$19.9M -$959K -17,675 -5%
OCA
44
OpenArc Corporate Advisory
Georgia
$19.6M +$19.6M +361,721 New
CIAS
45
Capital Investment Advisory Services
North Carolina
$19.4M +$881K +16,243 +5%
OPAM
46
Ocean Park Asset Management
California
$19M
Osaic Holdings
47
Osaic Holdings
Arizona
$18.8M +$6.47M +119,284 +52%
PVI
48
Pine Valley Investments
New Jersey
$17.8M +$514K +9,478 +3%
VF
49
Vawter Financial
Ohio
$17.6M +$10.4M +190,959 +141%
HighTower Advisors
50
HighTower Advisors
Illinois
$17.3M +$1.47M +27,055 +9%