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JPMorgan Active Bond ETF
JBND

140 hedge funds and large institutions have $1.47B invested in JPMorgan Active Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

52% more capital invested

Capital invested by funds: $964M → $1.47B (+$503M)

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

21% more funds holding

Funds holding: 116 → 140 (+24)

0.14% more ownership

Funds ownership: 84.97% → 85.1% (+0.14%)

Holders
140
Holders Change
+24
Holders Change %
+20.69%
% of All Funds
1.88%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.29%
New
37
Increased
64
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$120M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$47.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$46.9M
4
IWP
IAG Wealth Partners
Wisconsin
+$41.4M
5
BWP
Baldwin Wealth Partners
Massachusetts
+$31.5M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$32M
2
AT
American Trust
Kentucky
-$15.7M
3
AWM
Avaii Wealth Management
Wisconsin
-$14.7M
4
PCA
Pallas Capital Advisors
Massachusetts
-$8.92M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
76
Vienna Asset Management
California
$1.8M -$240K -4,544 -12%
SWM
77
Silverlake Wealth Management
Vermont
$1.73M +$319K +6,034 +23%
UWM
78
USAdvisors Wealth Management
Minnesota
$1.56M +$260K +4,927 +20%
PFS
79
Prospera Financial Services
Texas
$1.38M +$1.36M +25,713 New
AWM
80
Avaii Wealth Management
Wisconsin
$1.25M -$14.7M -277,530 -92%
GS
81
GWN Securities
Florida
$1.25M +$1.23M +23,298 New
EH
82
Equitable Holdings
New York
$1.17M +$546K +10,339 +90%
AQR Capital Management
83
AQR Capital Management
Connecticut
$1.11M -$254K -4,810 -19%
SIAP
84
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.07M +$267K +5,050 +34%
US Bancorp
85
US Bancorp
Minnesota
$952K +$798K +15,118 +566%
MWA
86
MN Wealth Advisors
Kansas
$861K +$52.9K +1,002 +7%
AG
87
Ascent Group
Virginia
$845K +$384K +7,268 +85%
IA
88
IFG Advisory
Georgia
$800K +$789K +14,954 New
ACM
89
Aurdan Capital Management
Pennsylvania
$771K +$760K +14,401 New
BTI
90
Blue Trust Inc
Georgia
$740K +$572K +10,835 +361%
BFA
91
Beaumont Financial Advisors
Massachusetts
$701K +$32.1K +608 +5%
BWA
92
Beam Wealth Advisors
Louisiana
$635K +$6.39K +121 +1%
RIA
93
Regal Investment Advisors
Michigan
$623K +$145K +2,753 +31%
CD
94
Chapin Davis
Maryland
$606K +$597K +11,315 New
AWS
95
Atria Wealth Solutions
New York
$580K +$572K +10,837 New
WA
96
WBH Advisory
Maryland
$528K -$63.5K -1,203 -11%
TCWM
97
Total Clarity Wealth Management
Illinois
$517K – – –
PIA
98
Perennial Investment Advisors
California
$504K -$4.8K -91 -1%
AIC
99
Archer Investment Corporation
Indiana
$493K +$486K +9,207 New
TA
100
TrueWealth Advisors
Alabama
$486K +$480K +9,084 New
2 3
4
5 6

JBND Hedge Fund Activity: Q1 2025 in Review

140 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q1 2025, worth a combined $1.47B — up 52% from $964M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JBND positions and 11 closed out — a net gain of 26 holders — while 64 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $120M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $32M sold.

  • 140 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q1 2025, up from 116 in Q4 2024.
  • Funds reported $1.47B of JPMorgan Active Bond ETF stock for Q1 2025, up 52% quarter-over-quarter.
  • 37 funds opened new JPMorgan Active Bond ETF positions in Q1 2025 and 11 closed out, a net change of +26 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $120M added.
  • The largest JPMorgan Active Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2025.