We are live on ! Find out more
JBND icon

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
TCWM
51
Total Clarity Wealth Management
Illinois
$649K +$638K +11,877 New
SIAP
52
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$565K +$26.9K +500 +5%
SCA
53
Snowden Capital Advisors
New York
$548K +$539K +10,025 New
GSIAS
54
Garden State Investment Advisory Services
New Jersey
$407K -$171K -3,190 -30%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$401K +$3.44K +64 +0.9%
WWM
56
Western Wealth Management
Colorado
$339K +$333K +6,198 New
PA
57
Parallel Advisors
California
$337K +$18.8K +350 +6%
EL
58
Essex LLC
Illinois
$290K +$285K +5,300 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$256K +$4.03K +75 +2%
FAIM
60
Financial Advocates Investment Management
Washington
$251K +$247K +4,600 New
EH
61
Equitable Holdings
New York
$234K +$230K +4,279 New
BI
62
Beckerman Institutional
New Jersey
$231K +$227K +4,225 New
QPWM
63
Quadrant Private Wealth Management
Pennsylvania
$219K +$215K +4,000 New
RWS
64
Resolute Wealth Strategies
Mississippi
$211K
PTC
65
Private Trust Company
Ohio
$209K +$1.07K +20 +0.5%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$207K +$203K +3,785 New
IA
67
IFP Advisors
Florida
$157K +$92K +1,713 +149%
CAS
68
Coppell Advisory Solutions
Texas
$55.8K +$31.2K +580 +132%
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$29K
IWP
70
IAG Wealth Partners
Wisconsin
$28.9K +$28.4K +529 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$28.1K +$27.6K +514 New
MSFP
72
Mark Sheptoff Financial Planning
Connecticut
$10.1K +$9.94K +185 New
JP Morgan Chase
73
JP Morgan Chase
New York
$55 +$54 +1 New
Jane Street
74
Jane Street
New York
-$1.91M -36,580 Closed
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
-$152K -2,890 Closed

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.