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JPMorgan Active Bond ETF
JBND

174 hedge funds and large institutions have $1.95B invested in JPMorgan Active Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 11

156% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 34

33% more capital invested

Capital invested by funds: $1.47B → $1.95B (+$482M)

24% more funds holding

Funds holding: 140 → 174 (+34)

18% more funds holding in top 10

Funds holding in top 10: 22 → 26 (+4)

0.73% less ownership

Funds ownership: 85.1% → 84.38% (-0.73%)

Holders
174
Holders Change
+34
Holders Change %
+24.29%
% 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
0.34%
New
45
Increased
87
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$139M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$46.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$35M
4
LWA
Lifelong Wealth Advisors
Minnesota
+$30M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
IC
Innealta Capital
Texas
-$17.1M
2
FA
Fermata Advisors
California
-$15.4M
3
Goldman Sachs
Goldman Sachs
New York
-$10.6M
4
FFN
Focus Financial Network
Minnesota
-$10.3M
5
GFG
Goldstone Financial Group
Illinois
-$6.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGF
76
Compass Financial Group (Florida)
Florida
$3.25M -$6.04K -114 -0.2%
SPC
77
Sigma Planning Corp
Michigan
$3.22M +$3.18M +60,046 New
OFG
78
OmniStar Financial Group
North Carolina
$2.89M +$401K +7,577 +16%
CMA
79
Cedar Mountain Advisors
Oregon
$2.85M -$82.1K -1,550 -3%
WA
80
WESPAC Advisors
California
$2.77M +$2.47M +46,646 +912%
ATPW
81
Ashton Thomas Private Wealth
Arizona
$2.67M +$493K +9,302 +23%
FVWA
82
Foster Victor Wealth Advisors
South Carolina
$2.66M +$2.65M +49,975 New
IA
83
IFP Advisors
Florida
$2.61M +$2.4M +45,379 +1,368%
IC
84
Innealta Capital
Texas
$2.39M -$17.1M -322,326 -88%
FA
85
Fermata Advisors
California
$2.32M -$15.4M -290,027 -87%
EFA
86
Evernest Financial Advisors
Indiana
$2.25M +$2.22M +41,939 New
NFA
87
Northwest Financial Advisors
Virginia
$2.25M +$73.3K +1,384 +3%
SCM
88
Sollinda Capital Management
Florida
$2.24M +$2.21M +41,810 New
LWMI
89
Legacy Wealth Management (Idaho)
Idaho
$2.22M +$149K +2,810 +7%
LIS
90
Legacy Investment Solutions
Idaho
$2.22M +$2.2M +41,462 New
RA
91
RFG Advisory
Alabama
$2.21M +$114K +2,145 +5%
VAM
92
Vienna Asset Management
California
$2.17M +$369K +6,975 +21%
WWM
93
Western Wealth Management
Colorado
$2.15M +$257K +4,844 +14%
BWA
94
Beam Wealth Advisors
Louisiana
$2.13M +$1.48M +27,932 +235%
EL
95
Essex LLC
Illinois
$1.95M +$1.93M +36,400 New
VAS
96
Vestmark Advisory Solutions
Massachusetts
$1.89M +$1.86M +35,213 New
SWM
97
Silverlake Wealth Management
Vermont
$1.85M +$116K +2,187 +7%
EH
98
Equitable Holdings
New York
$1.83M +$654K +12,350 +56%
UWM
99
USAdvisors Wealth Management
Minnesota
$1.74M +$181K +3,412 +12%
PFS
100
Prospera Financial Services
Texas
$1.6M +$224K +4,222 +16%
2 3
4
5 6

JBND Hedge Fund Activity: Q2 2025 in Review

174 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q2 2025, worth a combined $1.95B — up 33% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new JBND positions and 11 closed out — a net gain of 34 holders — while 87 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $139M. The largest seller was Innealta Capital, cutting an estimated $17.1M.

  • 174 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $1.95B of JPMorgan Active Bond ETF stock for Q2 2025, up 33% quarter-over-quarter.
  • 45 funds opened new JPMorgan Active Bond ETF positions in Q2 2025 and 11 closed out, a net change of +34 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $139M added.
  • The largest JPMorgan Active Bond ETF seller in Q2 2025 was Innealta Capital, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2025.