JPMorgan Active Bond ETF
JBND
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.
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: 140 → 174 (+34)
18% more funds holding in top 10
Funds holding in top 10: 22 → 26 (+4)
0.73% less ownership
Funds ownership: 85.1% → 84.38% (-0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$139M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$46.2M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$35M |
| 4 |
LWA
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
+$30M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Innealta Capital
Austin,
Texas
|
-$17.1M |
| 2 |
FA
Fermata Advisors
Sonoma,
California
|
-$15.4M |
| 3 |
Goldman Sachs
New York
|
-$10.6M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$10.3M |
| 5 |
GFG
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
-$6.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACP
176
Aveo Capital Partners
Englewood,
Colorado
| – | -$6.88M | -129,610 | Closed |
|
|
ARC
177
Advisor Resource Council
Dallas,
Texas
| – | -$3.4M | -63,445 | Closed |
|
|
AWS
178
Atria Wealth Solutions
New York
| – | -$580K | -10,837 | Closed |
|
|
PIA
179
Perennial Investment Advisors
Los Angeles,
California
| – | -$504K | -9,415 | Closed |
|
|
EWA
180
EP Wealth Advisors
Torrance,
California
| – | -$397K | -7,422 | Closed |
|
|
SWM
181
SFG Wealth Management
Towson,
Maryland
| – | -$355K | -6,632 | Closed |
|
|
CPIA
182
Cornell Pochily Investment Advisors
Ithaca,
New York
| – | -$233K | -4,362 | Closed |
|
|
FFS
183
Forge Financial Services
Edmond,
Oklahoma
| – | -$226K | -4,230 | Closed |
|
184
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$136K | -2,532 | Closed |
|
185
UBS Group
Zurich,
Switzerland
| – | -$2.89K | -54 | Closed |
|
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.