We are live on ! Find out more
JBND icon

JPMorgan Active Bond ETF

273 hedge funds and large institutions have $4.8B invested in JPMorgan Active Bond ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 27

436% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 14

64% more capital invested

Capital invested by funds: $2.93B → $4.8B (+$1.87B)

42% more funds holding in top 10

Funds holding in top 10: 2637 (+11)

28% more funds holding

Funds holding: 213273 (+60)

2.36% less ownership

Funds ownership: 90.97%88.61% (-2.4%)

Holders
273
Holders Change
+60
Holders Change %
+28.17%
% of All Funds
3.32%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.45%
New
75
Increased
156
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$15.7M -$351K -6,474 -2%
KPWS
52
Kestra Private Wealth Services
Texas
$15.4M +$667K +12,293 +5%
CA
53
CGN Advisors
Kansas
$15.2M +$291K +5,354 +2%
IAA
54
Independence Asset Advisors
Pennsylvania
$15.2M +$15.2M +279,465 New
PFA
55
Peak Financial Advisors
Colorado
$15M +$15.1M +278,276 New
KW
56
KWB Wealth
California
$14.8M +$6.51M +120,057 +78%
PWM
57
Pinnacle Wealth Management
California
$14.6M +$224K +4,128 +2%
EIA
58
Eldridge Investment Advisors
New Hampshire
$14.4M +$2.79M +51,419 +24%
Mariner
59
Mariner
Kansas
$14.3M +$4.23M +77,926 +42%
NA
60
NewEdge Advisors
Louisiana
$12.5M +$1.41M +26,009 +13%
AWA
61
Argo Wealth Advisory
Virginia
$12M +$12M +221,010 New
YWS
62
Yarger Wealth Strategies
Ohio
$11.9M +$6.88M +126,795 +135%
SAI
63
Savvy Advisors Inc
New York
$11.4M -$54 -1 -0%
CBB
64
Citizens Business Bank
California
$11.3M +$21.7K +400 +0.2%
RA
65
Ruggaard & Associates
Ohio
$11.2M -$1.27M -23,345 -10%
AWM
66
Axxcess Wealth Management
California
$10.8M +$2.28M +42,085 +27%
GFG
67
Goldstone Financial Group
Illinois
$10.6M +$900K +16,584 +9%
SA
68
Sanctuary Advisors
Indiana
$10.4M +$5.36M +98,866 +107%
OWM
69
Opes Wealth Management
California
$9.96M +$51.3K +945 +0.5%
WA
70
WBH Advisory
Maryland
$9.91M +$2.63M +48,408 +36%
CAWM
71
Capital Advisors Wealth Management
Washington
$9.63M +$9.17M +169,022 +1,844%
GRP
72
Global Retirement Partners
California
$9.53M +$1.73M +31,806 +22%
CAM
73
Cobblestone Asset Management
Virginia
$9.17M -$13.3K -245 -0.1%
SA
74
Sonoma Allocations
California
$9.16M -$5.28M -97,270 -36%
RHP
75
Royal Harbor Partners
Texas
$9.07M +$170K +3,138 +2%