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JPMorgan Active Bond ETF
JBND

30 hedge funds and large institutions have $166M invested in JPMorgan Active Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

114% more funds holding

Funds holding: 14 → 30 (+16)

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

10% more capital invested

Capital invested by funds: $151M → $166M (+$14.4M)

14.21% less ownership

Funds ownership: 95.13% → 80.91% (-14%)

Holders
30
Holders Change
+16
Holders Change %
+114.29%
% of All Funds
0.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
16
Increased
11
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFG
Berger Financial Group
Minnesota
+$58M
2
PVI
Pine Valley Investments
New Jersey
+$8.93M
3
Goldman Sachs
Goldman Sachs
New York
+$7.86M
4
RHP
Royal Harbor Partners
Texas
+$7.23M
5
ACP
Aveo Capital Partners
Colorado
+$6.34M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$95.9M
2
CPA
Clear Point Advisors
New York
-$143K
3
Jane Street
Jane Street
New York
-$62.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1
Berger Financial Group
Minnesota
$58.1M +$58M +1,106,340 New
PCA
2
Pallas Capital Advisors
Massachusetts
$36.3M +$3.39M +64,621 +10%
RHP
3
Royal Harbor Partners
Texas
$10.6M +$7.23M +138,034 +217%
PVI
4
Pine Valley Investments
New Jersey
$8.95M +$8.93M +170,461 New
JP Morgan Chase
5
JP Morgan Chase
New York
$8.93M -$95.9M -1,830,000 -92%
Goldman Sachs
6
Goldman Sachs
New York
$7.88M +$7.86M +149,929 New
ACP
7
Aveo Capital Partners
Colorado
$6.23M +$6.34M +120,982 New
YWS
8
Yarger Wealth Strategies
Ohio
$3.55M +$1.84M +35,105 +108%
GCM
9
Gallacher Capital Management
Colorado
$3.35M +$2.82M +53,791 +541%
Jane Street
10
Jane Street
New York
$3.04M -$62.4K -1,191 -2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.95M +$2.94M +56,152 New
CIAS
12
Capital Investment Advisory Services
North Carolina
$2.33M +$2.32M +44,280 New
CFG
13
Cooper Financial Group
California
$1.91M +$1.4M +26,745 +277%
CPA
14
Clear Point Advisors
New York
$1.84M -$143K -2,721 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.63M +$1.61M +30,736 +8,240%
Citadel Advisors
16
Citadel Advisors
Florida
$1.38M +$1.37M +26,205 New
FTUS
17
Flow Traders U.S.
New York
$883K +$881K +16,807 New
GSIAS
18
Garden State Investment Advisory Services
New Jersey
$800K +$805K +15,367 New
BFA
19
Beaumont Financial Advisors
Massachusetts
$646K +$140K +2,673 +28%
EFS
20
Essex Financial Services
Connecticut
$635K +$633K +12,085 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$539K +$336K +6,421 +167%
SIAP
22
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$501K +$500K +9,540 New
EFA
23
Edge Financial Advisors
Illinois
$500K +$499K +9,522 New
VF
24
Vawter Financial
Ohio
$408K +$407K +7,775 New
FCA
25
FinTrust Capital Advisors
South Carolina
$397K +$396K +7,554 New
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JBND Hedge Fund Activity: Q1 2024 in Review

30 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q1 2024, worth a combined $166M — up 9.5% from $151M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JBND positions and 0 closed out — a net gain of 16 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Berger Financial Group, opening a new position worth an estimated $58M. The largest seller was JP Morgan Chase, cutting an estimated $95.9M.

  • 30 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q1 2024, up from 14 in Q4 2023.
  • Funds reported $166M of JPMorgan Active Bond ETF stock for Q1 2024, up 9.5% quarter-over-quarter.
  • 16 funds opened new JPMorgan Active Bond ETF positions in Q1 2024 and 0 closed out, a net change of +16 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q1 2024 was Berger Financial Group, an estimated $58M added.
  • The largest JPMorgan Active Bond ETF seller in Q1 2024 was JP Morgan Chase, an estimated $95.9M sold.

Based on aggregated 13F filings for Q1 2024.