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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 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

67% more funds holding

Funds holding: 3050 (+20)

66% more capital invested

Capital invested by funds: $166M → $275M (+$110M)

6.09% more ownership

Funds ownership: 80.91%87% (+6.1%)

Holders
50
Holders Change
+20
Holders Change %
+66.67%
% of All Funds
0.72%
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
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Berger Financial Group
Minnesota
$58.5M +$726K +14,017 +1%
LPL Financial
2
LPL Financial
California
$38.9M +$38.5M +743,903 New
PCA
3
Pallas Capital Advisors
Massachusetts
$38.4M +$1.88M +36,313 +5%
RHP
4
Royal Harbor Partners
Texas
$18.4M +$7.78M +150,225 +74%
MIC
5
Means Investment Company
Maine
$15.5M +$15.3M +295,916 New
RA
6
Ruggaard & Associates
Ohio
$11.9M +$11.8M +227,584 New
IF
7
Intrua Financial
Texas
$10.4M +$10.3M +198,774 New
CIAS
8
Capital Investment Advisory Services
North Carolina
$9.73M +$7.35M +141,855 +320%
PVI
9
Pine Valley Investments
New Jersey
$9.27M +$359K +6,937 +4%
DPI
10
Diversified Portfolios Inc
Michigan
$7.05M +$6.99M +135,004 New
YWS
11
Yarger Wealth Strategies
Ohio
$6.72M +$3.16M +61,030 +90%
ACP
12
Aveo Capital Partners
Colorado
$6.41M +$90.1K +1,740 +1%
GVAG
13
Great Valley Advisor Group
Delaware
$5.64M +$5.59M +107,920 New
CA
14
CGN Advisors
Kansas
$4.58M +$4.54M +87,723 New
GCM
15
Gallacher Capital Management
Colorado
$4.03M +$698K +13,476 +21%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.9M -$32.5K -627 -1%
CFG
17
Cooper Financial Group
California
$2.52M +$614K +11,846 +33%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.41M +$776K +14,975 +48%
TSWM
19
Tyler-Stone Wealth Management
Ohio
$2.22M +$2.2M +42,472 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.94M +$1.8M +34,806 +1,464%
Jane Street
21
Jane Street
New York
$1.91M -$1.11M -21,370 -37%
CPA
22
Clear Point Advisors
New York
$1.45M -$377K -7,279 -21%
Citadel Advisors
23
Citadel Advisors
Florida
$1.43M +$58.7K +1,134 +4%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1.3M +$908K +17,526 +239%
EFS
25
Essex Financial Services
Connecticut
$1.22M +$553K +10,670 +88%

JBND Hedge Fund Activity: Q2 2024 in Review

50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q2 2024, worth a combined $275M — up 66% from $166M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JBND positions and 3 closed out — a net gain of 21 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $38.5M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $8.81M sold.

  • 50 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q2 2024, up from 30 in Q1 2024.
  • Funds reported $275M of JPMorgan Active Bond ETF stock for Q2 2024, up 66% quarter-over-quarter.
  • 24 funds opened new JPMorgan Active Bond ETF positions in Q2 2024 and 3 closed out, a net change of +21 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q2 2024 was LPL Financial, an estimated $38.5M added.
  • The largest JPMorgan Active Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2024.