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JPMorgan Active Bond ETF

171 hedge funds and large institutions have $1.92B invested in JPMorgan Active Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+33
Holders Change %
+23.91%
% of All Funds
2.29%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
44
Increased
85
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GCWM
51
Guided Capital Wealth Management
Texas
$6.87M -$263K -4,907 -4%
AWA
52
AGH Wealth Advisors
Kansas
$6.37M +$300K +5,594 +5%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$6.23M +$550K +10,254 +10%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$6.04M +$101K +1,886 +2%
CFG
55
Cooper Financial Group
California
$5.76M -$88.8K -1,657 -2%
KW
56
KWB Wealth
California
$5.72M +$2.79M +52,173 +95%
GCM
57
Gallacher Capital Management
Colorado
$5.71M +$181K +3,380 +3%
MCM
58
Mattern Capital Management
Colorado
$5.59M +$5.59M +104,228 New
TSWM
59
Tyler-Stone Wealth Management
Ohio
$5.5M +$109K +2,030 +2%
GRP
60
Global Retirement Partners
California
$5.11M +$5.11M +95,268 New
IWP
61
Insight Wealth Partners
Texas
$5.06M +$348K +6,500 +7%
YWS
62
Yarger Wealth Strategies
Ohio
$4.96M -$314K -5,850 -6%
WA
63
WBH Advisory
Maryland
$4.85M +$4.32M +80,575 +816%
MWG
64
Martin Worley Group
Utah
$4.82M +$643K +11,999 +15%
PA
65
Parallel Advisors
California
$4.53M -$45.3K -846 -1%
IWC
66
Integrated Wealth Concepts
Massachusetts
$4.5M +$1.44M +26,873 +47%
RSS
67
Rosenblum Silverman Sutton
California
$4.45M +$1.24M +23,155 +39%
SA
68
Sovran Advisors
California
$3.99M +$3.99M +75,302 New
EFL
69
ERn Financial LLC
Wisconsin
$3.97M +$3.97M +74,137 New
NA
70
NewEdge Advisors
Louisiana
$3.91M -$105K -1,965 -3%
IA
71
IFG Advisory
Georgia
$3.41M +$2.61M +48,667 +325%
AI
72
Atria Investments
North Carolina
$3.4M +$3.4M +63,469 New
DFP
73
Defined Financial Planning
California
$3.32M +$3.32M +62,911 New
CFGF
74
Compass Financial Group (Florida)
Florida
$3.25M -$6.11K -114 -0.2%
SPC
75
Sigma Planning Corp
Michigan
$3.22M +$3.22M +60,046 New