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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 %
OMC
51
Old Mission Capital
Illinois
$3.48M +$3.48M +66,553 New
MWG
52
Martin Worley Group
Utah
$3.45M +$3.45M +66,105 New
VF
53
Vawter Financial
Ohio
$3.39M +$1.49M +28,565 +78%
CFGF
54
Compass Financial Group (Florida)
Florida
$3.23M -$128K -2,447 -4%
NA
55
NewEdge Advisors
Louisiana
$2.78M +$2.78M +53,293 New
RSS
56
Rosenblum Silverman Sutton
California
$2.78M +$1.92M +36,700 +222%
CMA
57
Cedar Mountain Advisors
Oregon
$2.67M +$2.67M +51,182 New
Osaic Holdings
58
Osaic Holdings
Arizona
$2.62M -$574K -10,980 -18%
ATPW
59
Ashton Thomas Private Wealth
Arizona
$2.31M +$736K +14,035 +47%
AWM
60
Axxcess Wealth Management
California
$2.17M +$2.17M +41,605 New
VAM
61
Vienna Asset Management
California
$1.99M +$701K +13,412 +54%
NFA
62
Northwest Financial Advisors
Virginia
$1.57M +$534K +10,213 +51%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.55M +$1.35M +25,797 +682%
Truist Financial
64
Truist Financial
North Carolina
$1.5M +$1.5M +28,786 New
SWM
65
Silverlake Wealth Management
Vermont
$1.37M +$1.37M +26,284 New
AQR Capital Management
66
AQR Capital Management
Connecticut
$1.33M +$346K +6,631 +35%
UWM
67
USAdvisors Wealth Management
Minnesota
$1.27M +$67.4K +1,291 +6%
PAG
68
Private Advisor Group
New Jersey
$1.18M +$404K +7,734 +52%
Jane Street
69
Jane Street
New York
$1.02M +$1.02M +19,453 New
NDSI
70
Newman Dignan & Sheerar Inc
Rhode Island
$891K +$891K +17,050 New
MWA
71
MN Wealth Advisors
Kansas
$788K +$788K +15,085 New
SIAP
72
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$779K +$239K +4,570 +44%
BFA
73
Beaumont Financial Advisors
Massachusetts
$652K -$35.6K -682 -5%
BWA
74
Beam Wealth Advisors
Louisiana
$613K +$613K +11,740 New
EH
75
Equitable Holdings
New York
$602K +$379K +7,248 +169%
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3
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