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JPMorgan Active Bond ETF

273 hedge funds and large institutions have $4.8B invested in JPMorgan Active Bond ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 27

436% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 14

64% more capital invested

Capital invested by funds: $2.93B → $4.8B (+$1.87B)

42% more funds holding in top 10

Funds holding in top 10: 2637 (+11)

28% more funds holding

Funds holding: 213273 (+60)

2.36% less ownership

Funds ownership: 90.97%88.61% (-2.4%)

Holders
273
Holders Change
+60
Holders Change %
+28.17%
% of All Funds
3.32%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.45%
New
75
Increased
156
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
201
Strategic Financial Concepts
Texas
$552K +$554K +10,201 New
DAS
202
Dynamic Advisor Solutions
Arizona
$546K +$244K +4,491 +80%
SWP
203
Summit Wealth Partners
Florida
$519K
Goldman Sachs
204
Goldman Sachs
New York
$515K -$7.5M -138,302 -94%
SSWM
205
Sheets Smith Wealth Management
North Carolina
$504K +$506K +9,328 New
BI
206
Beckerman Institutional
New Jersey
$503K +$275K +5,071 +120%
KIM
207
Kestra Investment Management
Texas
$485K +$487K +8,971 New
IFG
208
Independent Financial Group
California
$482K +$484K +8,915 New
RIS
209
Retirement Income Solutions
Michigan
$482K +$483K +8,908 New
SPI
210
Sutton Place Investors
New York
$425K +$163 +3 +0%
RWS
211
Resolute Wealth Strategies
Mississippi
$418K
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$415K +$414K +7,635 New
FF
213
Fortitude Financial
Washington
$396K +$83.8K +1,544 +27%
CFS
214
Coordinated Financial Services
Colorado
$394K +$5.43K +100 +1%
HP
215
Holistic Planning
Texas
$388K +$390K +7,181 New
TSS
216
Taylor Securities Services
Pennsylvania
$383K +$384K +7,078 New
Betterment LLC
217
Betterment LLC
New York
$381K +$38K +700 +11%
PS
218
Principal Securities
Iowa
$375K -$6.73K -124 -2%
GWS
219
Greykasell Wealth Strategies
California
$357K +$271 +5 +0.1%
WCG
220
Weaver Consulting Group
California
$355K +$357K +6,574 New
PGF
221
Plan Group Financial
Oklahoma
$337K +$114K +2,106 +51%
FGA
222
Fortis Group Advisors
New Jersey
$336K -$45.9K -845 -12%
SW
223
Simplicity Wealth
New Jersey
$330K +$331K +6,094 New
AWMI
224
Aegis Wealth Management (Iowa)
Iowa
$329K +$330K +6,088 New
NDSI
225
Newman Dignan & Sheerar Inc
Rhode Island
$320K