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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 %
JWA
126
JFS Wealth Advisors
Pennsylvania
$101K -$53.5K -1,000 -35%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$81.9K +$81.9K +1,531 New
AG
128
AmeriFlex Group
Nevada
$58.4K
MSFP
129
Mark Sheptoff Financial Planning
Connecticut
$30K
FFA
130
Farther Finance Advisors
California
$26.7K +$10.7K +200 +67%
CSP
131
Cary Street Partners
Virginia
$20K +$20K +374 New
LFA
132
LGT Financial Advisors
Texas
$18.9K -$2.04K -38 -10%
BWM
133
Bernard Wealth Management
Michigan
$12K
SPIA
134
Steward Partners Investment Advisory
New York
$4.34K
CT
135
Clearstead Trust
Maine
$4.28K +$4.28K +80 New
UBS Group
136
UBS Group
Switzerland
$2.89K +$2.89K +54 New
SWM
137
Spire Wealth Management
Virginia
$1.71K
Fidelity Investments
138
Fidelity Investments
Massachusetts
$430
IAA
139
Independent Advisor Alliance
North Carolina
-$32M -612,443 Closed
AT
140
American Trust
Kentucky
-$15.7M -300,079 Closed
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
-$3.84M -73,484 Closed
OMC
142
Old Mission Capital
Illinois
-$3.48M -66,553 Closed
LA
143
Lifeworks Advisors
Michigan
-$246K -4,717 Closed
FAIM
144
Financial Advocates Investment Management
Washington
-$240K -4,600 Closed
TSS
145
Two Sigma Securities
New York
-$234K -4,479 Closed
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
-$205K -3,926 Closed
MCM
147
MidAtlantic Capital Management
Virginia
-$149K -2,844 Closed
CAS
148
Coppell Advisory Solutions
Texas
-$123K -2,350 Closed
GSWM
149
Golden State Wealth Management
California
-$38.7K -740 Closed