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JPMorgan Active Bond ETF

138 hedge funds and large institutions have $1.45B invested in JPMorgan Active Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+23
Holders Change %
+20%
% of All Funds
1.87%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
37
Increased
63
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$5.6M +$606K +11,320 +12%
GCM
52
Gallacher Capital Management
Colorado
$5.53M +$586K +10,945 +12%
TSWM
53
Tyler-Stone Wealth Management
Ohio
$5.39M +$401K +7,500 +8%
YWS
54
Yarger Wealth Strategies
Ohio
$5.26M -$270K -5,046 -5%
VF
55
Vawter Financial
Ohio
$5.02M +$1.54M +28,854 +44%
IWP
56
Insight Wealth Partners
Texas
$4.71M -$33.8K -632 -0.7%
PA
57
Parallel Advisors
California
$4.57M -$942K -17,598 -17%
MWG
58
Martin Worley Group
Utah
$4.17M +$634K +11,850 +18%
EIA
59
Eldridge Investment Advisors
New Hampshire
$4.07M +$4.07M +76,046 New
NA
60
NewEdge Advisors
Louisiana
$4.01M +$1.16M +21,587 +41%
PAG
61
Private Advisor Group
New Jersey
$3.52M +$2.31M +43,154 +191%
ARC
62
Advisor Resource Council
Texas
$3.4M +$3.4M +63,445 New
CFGF
63
Compass Financial Group (Florida)
Florida
$3.25M -$57K -1,065 -2%
RSS
64
Rosenblum Silverman Sutton
California
$3.2M +$356K +6,660 +13%
IWC
65
Integrated Wealth Concepts
Massachusetts
$3.05M +$3.05M +57,010 New
CMA
66
Cedar Mountain Advisors
Oregon
$2.92M +$185K +3,464 +7%
KW
67
KWB Wealth
California
$2.86M +$2.4M +45,889 +517%
AWM
68
Axxcess Wealth Management
California
$2.76M +$529K +9,885 +24%
OFG
69
OmniStar Financial Group
North Carolina
$2.48M +$2.48M +46,360 New
ATPW
70
Ashton Thomas Private Wealth
Arizona
$2.17M -$186K -3,468 -8%
NFA
71
Northwest Financial Advisors
Virginia
$2.17M +$556K +10,391 +34%
RA
72
RFG Advisory
Alabama
$2.09M +$2.09M +39,036 New
LWMI
73
Legacy Wealth Management (Idaho)
Idaho
$2.07M +$2.07M +38,652 New
WWM
74
Western Wealth Management
Colorado
$1.89M +$1.33M +24,929 +242%
VAM
75
Vienna Asset Management
California
$1.8M -$243K -4,544 -12%