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JPMorgan Active Bond ETF
JBND

116 hedge funds and large institutions have $964M invested in JPMorgan Active Bond ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

629% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 7

478% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 9

84% more capital invested

Capital invested by funds: $524M → $964M (+$439M)

59% more funds holding

Funds holding: 73 → 116 (+43)

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

7.44% more ownership

Funds ownership: 77.52% → 84.97% (+7.4%)

Holders
116
Holders Change
+43
Holders Change %
+58.9%
% 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
0.22%
New
51
Increased
52
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LI
LVZ Inc
Michigan
+$45M
2
LPL Financial
LPL Financial
California
+$40.7M
3
BWP
Baldwin Wealth Partners
Massachusetts
+$40.1M
4
MML Investors Services
MML Investors Services
Massachusetts
+$37.9M
5
IAA
Independent Advisor Alliance
North Carolina
+$32.5M

Top Sellers

Rank Fund Capital Flow
1
RHP
Royal Harbor Partners
Texas
-$13.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.56M
3
CPA
Clear Point Advisors
New York
-$2.59M
4
YWS
Yarger Wealth Strategies
Ohio
-$2.58M
5
AWM
Avaii Wealth Management
Wisconsin
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
76
WBH Advisory
Maryland
$579K +$588K +11,073 New
WWM
77
Western Wealth Management
Colorado
$538K +$218K +4,104 +66%
TCWM
78
Total Clarity Wealth Management
Illinois
$517K -$106K -1,988 -17%
PIA
79
Perennial Investment Advisors
California
$497K +$505K +9,506 New
KW
80
KWB Wealth
California
$485K +$471K +8,870 New
RIA
81
Regal Investment Advisors
Michigan
$464K +$472K +8,888 New
AG
82
Ascent Group
Virginia
$446K +$453K +8,527 New
SPI
83
Sutton Place Investors
New York
$430K +$437K +8,223 New
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$387K +$3.82K +72 +1%
TPWA
85
Twin Peaks Wealth Advisors
California
$377K +$383K +7,215 New
TWP
86
Triad Wealth Partners
Kansas
$359K +$365K +6,880 New
CSPIA
87
Cary Street Partners Investment Advisory
Virginia
$258K +$262K +4,932 New
LA
88
Lifeworks Advisors
Michigan
$246K +$250K +4,717 New
FAIM
89
Financial Advocates Investment Management
Washington
$240K – – –
TSS
90
Two Sigma Securities
New York
$234K +$238K +4,479 New
FFS
91
Forge Financial Services
Oklahoma
$223K +$224K +4,227 New
BI
92
Beckerman Institutional
New Jersey
$221K +$159 +3 +0.1%
QPWM
93
Quadrant Private Wealth Management
Pennsylvania
$210K – – –
PTC
94
Private Trust Company
Ohio
$207K +$7.12K +134 +3%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$205K +$208K +3,926 New
RWS
96
Resolute Wealth Strategies
Mississippi
$201K – – –
IA
97
IFP Advisors
Florida
$176K +$27.2K +512 +18%
BTI
98
Blue Trust Inc
Georgia
$157K +$159K +3,000 New
JWA
99
JFS Wealth Advisors
Pennsylvania
$151K +$153K +2,889 New
MCM
100
MidAtlantic Capital Management
Virginia
$149K +$151K +2,844 New
1 2 3
4
5

JBND Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q4 2024, worth a combined $964M — up 84% from $524M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JBND positions and 7 closed out — a net gain of 44 holders — while 52 added to existing stakes and 9 trimmed.

The largest buyer was LVZ Inc, opening a new position worth an estimated $45M. The largest seller was Royal Harbor Partners, cutting an estimated $13.7M.

  • 116 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q4 2024, up from 73 in Q3 2024.
  • Funds reported $964M of JPMorgan Active Bond ETF stock for Q4 2024, up 84% quarter-over-quarter.
  • 51 funds opened new JPMorgan Active Bond ETF positions in Q4 2024 and 7 closed out, a net change of +44 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q4 2024 was LVZ Inc, an estimated $45M added.
  • The largest JPMorgan Active Bond ETF seller in Q4 2024 was Royal Harbor Partners, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.