JPMorgan Active Bond ETF
JBND
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.
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: 4 → 7 (+3)
67% more funds holding
Funds holding: 30 → 50 (+20)
66% more capital invested
Capital invested by funds: $166M → $275M (+$110M)
6.09% more ownership
Funds ownership: 80.91% → 87% (+6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$38.5M |
| 2 |
MIC
Means Investment Company
Bangor,
Maine
|
+$15.3M |
| 3 |
RA
Ruggaard & Associates
Hudson,
Ohio
|
+$11.8M |
| 4 |
IF
Intrua Financial
Houston,
Texas
|
+$10.3M |
| 5 |
RHP
Royal Harbor Partners
Houston,
Texas
|
+$7.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$8.81M |
| 2 |
Goldman Sachs
New York
|
-$7.88M |
| 3 |
Jane Street
New York
|
-$1.11M |
| 4 |
EFA
Edge Financial Advisors
Wheaton,
Illinois
|
-$500K |
| 5 |
CPA
Clear Point Advisors
Melville,
New York
|
-$377K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
JP Morgan Chase
New York
| $7 | -$8.81M | -170,000 | Closed |
|
|
52
Goldman Sachs
New York
| – | -$7.88M | -149,929 | Closed |
|
|
EFA
53
Edge Financial Advisors
Wheaton,
Illinois
| – | -$500K | -9,522 | Closed |
|
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.