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JPMorgan Active Bond ETF

174 hedge funds and large institutions have $1.95B invested in JPMorgan Active Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 11

156% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 34

33% more capital invested

Capital invested by funds: $1.47B → $1.95B (+$482M)

24% more funds holding

Funds holding: 140174 (+34)

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

0.73% less ownership

Funds ownership: 85.1%84.38% (-0.73%)

Holders
174
Holders Change
+34
Holders Change %
+24.29%
% of All Funds
2.29%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.34%
New
45
Increased
87
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
126
TrueWealth Advisors
Alabama
$602K +$114K +2,156 +24%
AWM
127
AE Wealth Management
Kansas
$601K +$594K +11,221 New
PTC
128
Private Trust Company
Ohio
$574K +$336K +6,350 +146%
Stifel Financial
129
Stifel Financial
Missouri
$569K +$562K +10,617 New
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$540K +$138K +2,598 +35%
TPWA
131
Twin Peaks Wealth Advisors
California
$526K +$50.1K +946 +11%
SWP
132
Summit Wealth Partners
Florida
$514K +$508K +9,596 New
TWP
133
Triad Wealth Partners
Kansas
$491K +$157K +2,963 +48%
WWP
134
Waypoint Wealth Partners
California
$439K +$434K +8,194 New
CFS
135
Coordinated Financial Services
Colorado
$421K
SPI
136
Sutton Place Investors
New York
$380K -$20.9K -395 -5%
VWA
137
Visionary Wealth Advisors
Illinois
$331K +$327K +6,183 New
KAS
138
Kestra Advisory Services
Texas
$326K +$83.8K +1,582 +35%
NDSI
139
Newman Dignan & Sheerar Inc
Rhode Island
$318K -$53K -1,000 -14%
RWS
140
Resolute Wealth Strategies
Mississippi
$314K +$106K +2,000 +52%
SA
141
Sanctuary Advisors
Indiana
$309K +$306K +5,770 New
AFG
142
Atomi Financial Group
New York
$293K +$290K +5,468 New
TMWM
143
Taylor & Morgan Wealth Management
Michigan
$263K
QPWM
144
Quadrant Private Wealth Management
Pennsylvania
$263K +$47.7K +900 +23%
LA
145
Latitude Advisors
Florida
$245K +$242K +4,569 New
NL
146
NWAM LLC
Washington
$235K +$233K +4,404 New
KWM
147
Kingsview Wealth Management
Oregon
$229K +$227K +4,279 New
BI
148
Beckerman Institutional
New Jersey
$227K +$159 +3 +0.1%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$222K +$220K +4,151 New
PFS
150
Prospect Financial Services
New York
$222K +$219K +4,135 New

JBND Hedge Fund Activity: Q2 2025 in Review

174 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q2 2025, worth a combined $1.95B — up 33% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new JBND positions and 11 closed out — a net gain of 34 holders — while 87 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $139M. The largest seller was Innealta Capital, cutting an estimated $17.1M.

  • 174 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $1.95B of JPMorgan Active Bond ETF stock for Q2 2025, up 33% quarter-over-quarter.
  • 45 funds opened new JPMorgan Active Bond ETF positions in Q2 2025 and 11 closed out, a net change of +34 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $139M added.
  • The largest JPMorgan Active Bond ETF seller in Q2 2025 was Innealta Capital, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2025.