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JPMorgan Active Bond ETF

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: 1722 (+5)

21% more funds holding

Funds holding: 116140 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$481K -$1.05M -19,795 -69%
TPWA
102
Twin Peaks Wealth Advisors
California
$470K +$88.4K +1,675 +23%
CFS
103
Coordinated Financial Services
Colorado
$420K +$414K +7,851 New
SPI
104
Sutton Place Investors
New York
$400K -$39.1K -741 -9%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$400K +$3.54K +67 +0.9%
EWA
106
EP Wealth Advisors
California
$397K +$392K +7,422 New
NDSI
107
Newman Dignan & Sheerar Inc
Rhode Island
$371K -$535K -10,125 -59%
SWM
108
SFG Wealth Management
Maryland
$355K +$350K +6,632 New
GF
109
GGM Financials
Ohio
$337K +$332K +6,291 New
TWP
110
Triad Wealth Partners
Kansas
$332K -$35.5K -672 -10%
WA
111
WESPAC Advisors
California
$274K +$270K +5,116 New
TMWM
112
Taylor & Morgan Wealth Management
Michigan
$263K +$259K +4,911 New
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$249K -$14.4K -273 -6%
KAS
114
Kestra Advisory Services
Texas
$241K +$237K +4,496 New
CPIA
115
Cornell Pochily Investment Advisors
New York
$233K +$230K +4,362 New
PTC
116
Private Trust Company
Ohio
$233K +$20.5K +389 +10%
FFS
117
Forge Financial Services
Oklahoma
$226K +$158 +3 +0.1%
BI
118
Beckerman Institutional
New Jersey
$226K +$158 +3 +0.1%
BDFN
119
Bond & Devick Financial Network
Minnesota
$217K +$214K +4,060 New
QPWM
120
Quadrant Private Wealth Management
Pennsylvania
$214K
RWS
121
Resolute Wealth Strategies
Mississippi
$206K
NW
122
NewEdge Wealth
Pennsylvania
$202K +$199K +3,771 New
IA
123
IFP Advisors
Florida
$177K -$3.27K -62 -2%
GWM
124
Geneos Wealth Management
Colorado
$164K +$47.9K +908 +42%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$136K +$134K +2,532 New

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.