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JPMorgan Active Bond ETF

50 hedge funds and large institutions have $275M invested in JPMorgan Active Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+20
Holders Change %
+66.67%
% of All Funds
0.73%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
24
Increased
20
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFG
1
Berger Financial Group
Minnesota
$58.5M 1,120,357 +14,017 +1%
LPL Financial
2
LPL Financial
California
$38.9M 743,903 +743,903 New
PCA
3
Pallas Capital Advisors
Massachusetts
$38.4M 727,041 +36,313 +5%
RHP
4
Royal Harbor Partners
Texas
$18.4M 351,926 +150,225 +74%
MIC
5
Means Investment Company
Maine
$15.5M 295,916 +295,916 New
RA
6
Ruggaard & Associates
Ohio
$11.9M 227,584 +227,584 New
IF
7
Intrua Financial
Texas
$10.4M 198,774 +198,774 New
CIAS
8
Capital Investment Advisory Services
North Carolina
$9.73M 186,135 +141,855 +320%
PVI
9
Pine Valley Investments
New Jersey
$9.27M 177,398 +6,937 +4%
DPI
10
Diversified Portfolios Inc
Michigan
$7.05M 135,004 +135,004 New
YWS
11
Yarger Wealth Strategies
Ohio
$6.72M 128,577 +61,030 +90%
ACP
12
Aveo Capital Partners
Colorado
$6.41M 122,722 +1,740 +1%
GVAG
13
Great Valley Advisor Group
Delaware
$5.64M 107,920 +107,920 New
CA
14
CGN Advisors
Kansas
$4.58M 87,723 +87,723 New
GCM
15
Gallacher Capital Management
Colorado
$4.03M 77,207 +13,476 +21%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.9M 55,525 -627 -1%
CFG
17
Cooper Financial Group
California
$2.52M 48,249 +11,846 +33%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.41M 46,084 +14,975 +48%
TSWM
19
Tyler-Stone Wealth Management
Ohio
$2.22M 42,472 +42,472 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.94M 37,183 +34,806 +1,464%
Jane Street
21
Jane Street
New York
$1.91M 36,580 -21,370 -37%
CPA
22
Clear Point Advisors
New York
$1.45M 27,703 -7,279 -21%
Citadel Advisors
23
Citadel Advisors
Florida
$1.43M 27,339 +1,134 +4%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1.3M 24,861 +17,526 +239%
EFS
25
Essex Financial Services
Connecticut
$1.22M 22,755 +10,670 +88%