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JPMorgan Active Bond ETF

138 hedge funds and large institutions have $1.45B invested in JPMorgan Active Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+23
Holders Change %
+20%
% of All Funds
1.87%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
37
Increased
63
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
76
Silverlake Wealth Management
Vermont
$1.73M +$323K +6,034 +23%
UWM
77
USAdvisors Wealth Management
Minnesota
$1.56M +$264K +4,927 +20%
PFS
78
Prospera Financial Services
Texas
$1.38M +$1.38M +25,713 New
AWM
79
Avaii Wealth Management
Wisconsin
$1.25M -$14.9M -277,530 -92%
GS
80
GWN Securities
Florida
$1.25M +$1.25M +23,298 New
EH
81
Equitable Holdings
New York
$1.17M +$553K +10,339 +90%
AQR Capital Management
82
AQR Capital Management
Connecticut
$1.11M -$257K -4,810 -19%
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.07M +$270K +5,050 +34%
US Bancorp
84
US Bancorp
Minnesota
$952K +$809K +15,118 +566%
MWA
85
MN Wealth Advisors
Kansas
$861K +$53.6K +1,002 +7%
AG
86
Ascent Group
Virginia
$845K +$389K +7,268 +85%
IA
87
IFG Advisory
Georgia
$800K +$800K +14,954 New
ACM
88
Aurdan Capital Management
Pennsylvania
$771K +$771K +14,401 New
BTI
89
Blue Trust Inc
Georgia
$740K +$580K +10,835 +361%
BFA
90
Beaumont Financial Advisors
Massachusetts
$701K +$32.5K +608 +5%
BWA
91
Beam Wealth Advisors
Louisiana
$635K +$6.48K +121 +1%
RIA
92
Regal Investment Advisors
Michigan
$623K +$147K +2,753 +31%
CD
93
Chapin Davis
Maryland
$606K +$606K +11,315 New
AWS
94
Atria Wealth Solutions
New York
$580K +$580K +10,837 New
WA
95
WBH Advisory
Maryland
$528K -$64.4K -1,203 -11%
TCWM
96
Total Clarity Wealth Management
Illinois
$517K
PIA
97
Perennial Investment Advisors
California
$504K -$4.87K -91 -1%
AIC
98
Archer Investment Corporation
Indiana
$493K +$493K +9,207 New
TA
99
TrueWealth Advisors
Alabama
$486K +$486K +9,084 New
Truist Financial
100
Truist Financial
North Carolina
$481K -$1.06M -19,795 -69%