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JPMorgan Active Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
HI
101
Harbour Investments
Wisconsin
$143K +$143K +2,743 New
US Bancorp
102
US Bancorp
Minnesota
$140K +$140K +2,670 New
CAS
103
Coppell Advisory Solutions
Texas
$123K +$69.8K +1,330 +130%
GWM
104
Geneos Wealth Management
Colorado
$113K +$113K +2,159 New
AG
105
AmeriFlex Group
Nevada
$57.4K +$57.4K +1,091 New
GSWM
106
Golden State Wealth Management
California
$38.7K +$38.7K +740 New
MSFP
107
Mark Sheptoff Financial Planning
Connecticut
$29.3K +$19.6K +375 +203%
HGERS
108
Householder Group Estate & Retirement Specialist
Arizona
$27K
LFA
109
LGT Financial Advisors
Texas
$20.4K +$20.4K +390 New
FFA
110
Farther Finance Advisors
California
$15.7K +$15.7K +300 New
BWM
111
Bernard Wealth Management
Michigan
$11.8K +$11.8K +225 New
SPIA
112
Steward Partners Investment Advisory
New York
$4.23K +$4.23K +81 New
SWM
113
Spire Wealth Management
Virginia
$1.67K +$1.67K +32 New
GRP
114
Global Retirement Partners
California
$470 +$470 +9 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
$430 +$430 +8 New
Citadel Advisors
116
Citadel Advisors
Florida
-$4.56M -83,412 Closed
CPA
117
Clear Point Advisors
New York
-$2.59M -47,397 Closed
FTUS
118
Flow Traders U.S.
New York
-$807K -14,775 Closed
SCA
119
Snowden Capital Advisors
New York
-$548K -10,025 Closed
GSIAS
120
Garden State Investment Advisory Services
New Jersey
-$407K -7,452 Closed
EL
121
Essex LLC
Illinois
-$290K -5,300 Closed
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
-$28.1K -514 Closed