We are live on ! Find out more
JBND icon

JPMorgan Active Bond ETF

73 hedge funds and large institutions have $524M invested in JPMorgan Active Bond ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

925% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 4

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

90% more capital invested

Capital invested by funds: $275M → $524M (+$249M)

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

46% more funds holding

Funds holding: 5073 (+23)

9.48% less ownership

Funds ownership: 87%77.52% (-9.5%)

Holders
73
Holders Change
+23
Holders Change %
+46%
% of All Funds
1.05%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
26
Increased
41
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$80.7M +$39.4M +733,273 +99%
DPI
2
Diversified Portfolios Inc
Michigan
$69.7M +$61.2M +1,139,869 +844%
BFG
3
Berger Financial Group
Minnesota
$61.2M +$537 +10 +0%
PCA
4
Pallas Capital Advisors
Massachusetts
$42.1M +$3.37M +62,693 +9%
RHP
5
Royal Harbor Partners
Texas
$22.8M +$3.49M +64,980 +18%
IC
6
Innealta Capital
Texas
$18.9M +$18.6M +346,675 New
AWM
7
Avaii Wealth Management
Wisconsin
$18.3M +$18M +334,903 New
MIC
8
Means Investment Company
Maine
$17.8M +$1.56M +29,011 +10%
CIAS
9
Capital Investment Advisory Services
North Carolina
$16.6M +$6.27M +116,738 +63%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.8M +$12.5M +233,568 +628%
RA
11
Ruggaard & Associates
Ohio
$12.3M -$174K -3,247 -1%
IF
12
Intrua Financial
Texas
$11.2M +$300K +5,589 +3%
PVI
13
Pine Valley Investments
New Jersey
$10.8M +$1.07M +19,931 +11%
CA
14
CGN Advisors
Kansas
$10.2M +$5.29M +98,534 +112%
YWS
15
Yarger Wealth Strategies
Ohio
$8.31M +$1.26M +23,459 +18%
ACP
16
Aveo Capital Partners
Colorado
$6.89M +$180K +3,358 +3%
GVAG
17
Great Valley Advisor Group
Delaware
$6.56M +$655K +12,189 +11%
CWM
18
Centurion Wealth Management
Virginia
$6.21M +$6.1M +113,589 New
IWP
19
Insight Wealth Partners
Texas
$6.17M +$6.07M +112,948 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$5.57M +$4.44M +82,570 +428%
TSWM
21
Tyler-Stone Wealth Management
Ohio
$4.91M +$2.55M +47,420 +112%
GCM
22
Gallacher Capital Management
Colorado
$4.57M +$342K +6,365 +8%
Citadel Advisors
23
Citadel Advisors
Florida
$4.56M +$3.01M +56,073 +205%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$4.48M +$4.4M +81,968 New
CFG
25
Cooper Financial Group
California
$4.44M +$1.77M +32,974 +68%

JBND Hedge Fund Activity: Q3 2024 in Review

73 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q3 2024, worth a combined $524M — up 90% from $275M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JBND positions and 3 closed out — a net gain of 23 holders — while 41 added to existing stakes and 4 trimmed.

The largest buyer was Diversified Portfolios Inc, adding an estimated $61.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.91M sold.

  • 73 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q3 2024, up from 50 in Q2 2024.
  • Funds reported $524M of JPMorgan Active Bond ETF stock for Q3 2024, up 90% quarter-over-quarter.
  • 26 funds opened new JPMorgan Active Bond ETF positions in Q3 2024 and 3 closed out, a net change of +23 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q3 2024 was Diversified Portfolios Inc, an estimated $61.2M added.
  • The largest JPMorgan Active Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2024.