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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
HI
126
Harbour Investments
Wisconsin
$127K -$19.2K -364 -13%
JWA
127
JFS Wealth Advisors
Pennsylvania
$101K -$52.8K -1,000 -35%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$81.9K +$80.8K +1,531 New
AG
129
AmeriFlex Group
Nevada
$58.4K
MSFP
130
Mark Sheptoff Financial Planning
Connecticut
$30K
FFA
131
Farther Finance Advisors
California
$26.7K +$10.6K +200 +67%
CSP
132
Cary Street Partners
Virginia
$20K +$19.7K +374 New
LFA
133
LGT Financial Advisors
Texas
$18.9K -$2.01K -38 -10%
BWM
134
Bernard Wealth Management
Michigan
$12K
CWP
135
Clark Wealth Partners
Illinois
$7.82K
SPIA
136
Steward Partners Investment Advisory
New York
$4.33K
CT
137
Clearstead Trust
Maine
$4.28K +$4.22K +80 New
UBS Group
138
UBS Group
Switzerland
$2.89K +$2.85K +54 New
SWM
139
Spire Wealth Management
Virginia
$1.71K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$430
IAA
141
Independent Advisor Alliance
North Carolina
-$32M -612,443 Closed
AT
142
American Trust
Kentucky
-$15.7M -300,079 Closed
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
-$3.84M -73,484 Closed
OMC
144
Old Mission Capital
Illinois
-$3.48M -66,553 Closed
LA
145
Lifeworks Advisors
Michigan
-$246K -4,717 Closed
FAIM
146
Financial Advocates Investment Management
Washington
-$240K -4,600 Closed
TSS
147
Two Sigma Securities
New York
-$234K -4,479 Closed
Envestnet Portfolio Solutions
148
Envestnet Portfolio Solutions
Illinois
-$205K -3,926 Closed
MCM
149
MidAtlantic Capital Management
Virginia
-$149K -2,844 Closed
CAS
150
Coppell Advisory Solutions
Texas
-$123K -2,350 Closed

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.