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JPMorgan Active Bond ETF
JBND

Overview Fund Activity

115 hedge funds and large institutions have $964M invested in JPMorgan Active Bond ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+42
Holders Change %
+57.53%
% 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
0.23%
New
50
Increased
52
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LI
1
LVZ Inc
Michigan
$44.3M
2
LPL Financial
2
LPL Financial
California
$117M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$39.5M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$38.5M
5
IAA
5
Independent Advisor Alliance
North Carolina
$32M

Top Sellers

1
RHP
1
Royal Harbor Partners
Texas
$8.31M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CPA
3
Clear Point Advisors
New York
$0
4
YWS
4
Yarger Wealth Strategies
Ohio
$5.4M
5
AWM
5
Avaii Wealth Management
Wisconsin
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
WBH Advisory
Maryland
$579K +$579K +11,073 New
WWM
77
Western Wealth Management
Colorado
$538K +$214K +4,104 +66%
TCWM
78
Total Clarity Wealth Management
Illinois
$517K -$104K -1,988 -17%
PIA
79
Perennial Investment Advisors
California
$497K +$497K +9,506 New
KW
80
KWB Wealth
California
$485K +$485K +8,870 New
RIA
81
Regal Investment Advisors
Michigan
$464K +$464K +8,888 New
AG
82
Ascent Group
Virginia
$446K +$446K +8,527 New
SPI
83
Sutton Place Investors
New York
$430K +$430K +8,223 New
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$387K +$3.76K +72 +1%
TPWA
85
Twin Peaks Wealth Advisors
California
$377K +$377K +7,215 New
TWP
86
Triad Wealth Partners
Kansas
$359K +$359K +6,880 New
CSPIA
87
Cary Street Partners Investment Advisory
Virginia
$258K +$258K +4,932 New
LA
88
Lifeworks Advisors
Michigan
$246K +$246K +4,717 New
FAIM
89
Financial Advocates Investment Management
Washington
$240K – – –
TSS
90
Two Sigma Securities
New York
$234K +$234K +4,479 New
FFS
91
Forge Financial Services
Oklahoma
$223K +$223K +4,227 New
BI
92
Beckerman Institutional
New Jersey
$221K +$157 +3 +0.1%
QPWM
93
Quadrant Private Wealth Management
Pennsylvania
$210K – – –
PTC
94
Private Trust Company
Ohio
$207K +$7K +134 +3%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$205K +$205K +3,926 New
RWS
96
Resolute Wealth Strategies
Mississippi
$201K – – –
IA
97
IFP Advisors
Florida
$176K +$26.7K +512 +18%
BTI
98
Blue Trust Inc
Georgia
$157K +$157K +3,000 New
JWA
99
JFS Wealth Advisors
Pennsylvania
$151K +$151K +2,889 New
MCM
100
MidAtlantic Capital Management
Virginia
$149K +$149K +2,844 New
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