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JPMorgan Active Bond ETF

140 hedge funds and large institutions have $1.47B invested in JPMorgan Active Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

52% more capital invested

Capital invested by funds: $964M → $1.47B (+$503M)

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

21% more funds holding

Funds holding: 116140 (+24)

0.14% more ownership

Funds ownership: 84.97%85.1% (+0.14%)

Holders
140
Holders Change
+24
Holders Change %
+20.69%
% of All Funds
1.88%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.29%
New
37
Increased
64
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$5.67M +$4.04M +76,453 +258%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$5.6M +$598K +11,320 +12%
GCM
53
Gallacher Capital Management
Colorado
$5.53M +$578K +10,945 +12%
TSWM
54
Tyler-Stone Wealth Management
Ohio
$5.39M +$396K +7,500 +8%
YWS
55
Yarger Wealth Strategies
Ohio
$5.26M -$266K -5,046 -5%
VF
56
Vawter Financial
Ohio
$5.02M +$1.52M +28,854 +44%
IWP
57
Insight Wealth Partners
Texas
$4.71M -$33.4K -632 -0.7%
PA
58
Parallel Advisors
California
$4.57M -$929K -17,598 -17%
MWG
59
Martin Worley Group
Utah
$4.17M +$626K +11,850 +18%
EIA
60
Eldridge Investment Advisors
New Hampshire
$4.07M +$4.01M +76,046 New
NA
61
NewEdge Advisors
Louisiana
$4.01M +$1.14M +21,587 +41%
PAG
62
Private Advisor Group
New Jersey
$3.52M +$2.28M +43,154 +191%
ARC
63
Advisor Resource Council
Texas
$3.4M +$3.35M +63,445 New
CFGF
64
Compass Financial Group (Florida)
Florida
$3.25M -$56.2K -1,065 -2%
RSS
65
Rosenblum Silverman Sutton
California
$3.2M +$352K +6,660 +13%
IWC
66
Integrated Wealth Concepts
Massachusetts
$3.05M +$3.01M +57,010 New
CMA
67
Cedar Mountain Advisors
Oregon
$2.92M +$183K +3,464 +7%
KW
68
KWB Wealth
California
$2.86M +$2.42M +45,889 +517%
AWM
69
Axxcess Wealth Management
California
$2.76M +$522K +9,885 +24%
OFG
70
OmniStar Financial Group
North Carolina
$2.48M +$2.45M +46,360 New
ATPW
71
Ashton Thomas Private Wealth
Arizona
$2.17M -$183K -3,468 -8%
NFA
72
Northwest Financial Advisors
Virginia
$2.17M +$549K +10,391 +34%
RA
73
RFG Advisory
Alabama
$2.09M +$2.06M +39,036 New
LWMI
74
Legacy Wealth Management (Idaho)
Idaho
$2.07M +$2.04M +38,652 New
WWM
75
Western Wealth Management
Colorado
$1.89M +$1.32M +24,929 +242%

JBND Hedge Fund Activity: Q1 2025 in Review

140 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q1 2025, worth a combined $1.47B — up 52% from $964M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JBND positions and 11 closed out — a net gain of 26 holders — while 64 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $120M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $32M sold.

  • 140 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q1 2025, up from 116 in Q4 2024.
  • Funds reported $1.47B of JPMorgan Active Bond ETF stock for Q1 2025, up 52% quarter-over-quarter.
  • 37 funds opened new JPMorgan Active Bond ETF positions in Q1 2025 and 11 closed out, a net change of +26 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $120M added.
  • The largest JPMorgan Active Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2025.