JBND icon

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 %
TPWA
101
Twin Peaks Wealth Advisors
California
$470K +$88.5K +1,675 +23%
CFS
102
Coordinated Financial Services
Colorado
$420K +$420K +7,851 New
SPI
103
Sutton Place Investors
New York
$400K -$39.7K -741 -9%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$400K +$3.59K +67 +0.9%
EWA
105
EP Wealth Advisors
California
$397K +$397K +7,422 New
NDSI
106
Newman Dignan & Sheerar Inc
Rhode Island
$371K -$542K -10,125 -59%
SWM
107
SFG Wealth Management
Maryland
$355K +$355K +6,632 New
GF
108
GGM Financials
Ohio
$337K +$337K +6,291 New
TWP
109
Triad Wealth Partners
Kansas
$332K -$36K -672 -10%
WA
110
WESPAC Advisors
California
$274K +$274K +5,116 New
TMWM
111
Taylor & Morgan Wealth Management
Michigan
$263K +$263K +4,911 New
CSPIA
112
Cary Street Partners Investment Advisory
Virginia
$249K -$14.6K -273 -6%
KAS
113
Kestra Advisory Services
Texas
$241K +$241K +4,496 New
CPIA
114
Cornell Pochily Investment Advisors
New York
$233K +$233K +4,362 New
PTC
115
Private Trust Company
Ohio
$233K +$20.8K +389 +10%
FFS
116
Forge Financial Services
Oklahoma
$226K +$161 +3 +0.1%
BI
117
Beckerman Institutional
New Jersey
$226K +$160 +3 +0.1%
BDFN
118
Bond & Devick Financial Network
Minnesota
$217K +$217K +4,060 New
QPWM
119
Quadrant Private Wealth Management
Pennsylvania
$214K
RWS
120
Resolute Wealth Strategies
Mississippi
$206K
NW
121
NewEdge Wealth
Pennsylvania
$202K +$202K +3,771 New
IA
122
IFP Advisors
Florida
$177K -$3.32K -62 -2%
GWM
123
Geneos Wealth Management
Colorado
$164K +$48.6K +908 +42%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$136K +$136K +2,532 New
HI
125
Harbour Investments
Wisconsin
$127K -$19.5K -364 -13%