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JPMorgan Active Bond ETF

171 hedge funds and large institutions have $1.92B invested in JPMorgan Active Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+33
Holders Change %
+23.91%
% of All Funds
2.29%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
44
Increased
85
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
76
OmniStar Financial Group
North Carolina
$2.89M +$406K +7,577 +16%
CMA
77
Cedar Mountain Advisors
Oregon
$2.85M -$83.1K -1,550 -3%
WA
78
WESPAC Advisors
California
$2.77M +$2.5M +46,646 +912%
ATPW
79
Ashton Thomas Private Wealth
Arizona
$2.67M +$498K +9,302 +23%
Osaic Holdings
80
Osaic Holdings
Arizona
$2.66M -$4.82M -92,136 -64%
FVWA
81
Foster Victor Wealth Advisors
South Carolina
$2.66M +$2.66M +49,975 New
IA
82
IFP Advisors
Florida
$2.61M +$2.43M +45,379 +1,368%
IC
83
Innealta Capital
Texas
$2.39M -$17.3M -322,326 -88%
FA
84
Fermata Advisors
California
$2.32M -$15.5M -290,027 -87%
EFA
85
Evernest Financial Advisors
Indiana
$2.25M +$2.25M +41,939 New
NFA
86
Northwest Financial Advisors
Virginia
$2.25M +$74.2K +1,384 +3%
SCM
87
Sollinda Capital Management
Florida
$2.24M +$2.24M +41,810 New
LWMI
88
Legacy Wealth Management (Idaho)
Idaho
$2.22M +$151K +2,810 +7%
LIS
89
Legacy Investment Solutions
Idaho
$2.22M +$2.22M +41,462 New
RA
90
RFG Advisory
Alabama
$2.21M +$115K +2,145 +5%
VAM
91
Vienna Asset Management
California
$2.17M +$374K +6,975 +21%
WWM
92
Western Wealth Management
Colorado
$2.15M +$260K +4,844 +14%
BWA
93
Beam Wealth Advisors
Louisiana
$2.13M +$1.5M +27,932 +235%
EL
94
Essex LLC
Illinois
$1.95M +$1.95M +36,400 New
VAS
95
Vestmark Advisory Solutions
Massachusetts
$1.89M +$1.89M +35,213 New
SWM
96
Silverlake Wealth Management
Vermont
$1.85M +$117K +2,187 +7%
EH
97
Equitable Holdings
New York
$1.83M +$662K +12,350 +56%
UWM
98
USAdvisors Wealth Management
Minnesota
$1.74M +$183K +3,412 +12%
PFS
99
Prospera Financial Services
Texas
$1.6M +$226K +4,222 +16%
BFG
100
Bleakley Financial Group
New Jersey
$1.58M +$1.58M +29,542 New