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JPMorgan Active Bond ETF
JBND

Overview Fund Activity

115 hedge funds and large institutions have $964M invested in JPMorgan Active Bond ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
115
Holders Change
+42
Holders Change %
+57.53%
% of All Funds
1.53%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
50
Increased
52
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LI
1
LVZ Inc
Michigan
$44.3M
2
LPL Financial
2
LPL Financial
California
$117M
3
BWP
3
Baldwin Wealth Partners
Massachusetts
$39.5M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$38.5M
5
IAA
5
Independent Advisor Alliance
North Carolina
$32M

Top Sellers

1
RHP
1
Royal Harbor Partners
Texas
$8.31M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CPA
3
Clear Point Advisors
New York
$0
4
YWS
4
Yarger Wealth Strategies
Ohio
$5.4M
5
AWM
5
Avaii Wealth Management
Wisconsin
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$117M 2,243,401 +766,225 +52%
DPI
2
Diversified Portfolios Inc
Michigan
$70.6M 1,351,629 +76,756 +6%
BFG
3
Berger Financial Group
Minnesota
$59.5M 1,137,984 +17,617 +2%
LI
4
LVZ Inc
Michigan
$44.3M 846,946 +846,946 New
PCA
5
Pallas Capital Advisors
Massachusetts
$41.6M 797,106 +7,372 +0.9%
BWP
6
Baldwin Wealth Partners
Massachusetts
$39.5M 755,387 +755,387 New
MML Investors Services
7
MML Investors Services
Massachusetts
$38.5M 737,683 +713,140 +2,906%
IF
8
Intrua Financial
Texas
$34.2M 654,494 +450,131 +220%
IAA
9
Independent Advisor Alliance
North Carolina
$32M 612,443 +612,443 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$28.2M 539,712 +520,371 +2,691%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$22.8M 437,071 +381,865 +692%
IC
12
Innealta Capital
Texas
$19.3M 368,766 +22,091 +6%
MIC
13
Means Investment Company
Maine
$18.1M 347,346 +22,419 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17.8M 340,866 +70,115 +26%
CIAS
15
Capital Investment Advisory Services
North Carolina
$15.9M 303,528 +655 +0.2%
AWM
16
Avaii Wealth Management
Wisconsin
$15.7M 300,850 -34,053 -10%
AT
17
American Trust
Kentucky
$15.7M 300,079 +300,079 New
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$15.5M 296,992 +270,073 +1,003%
IWP
19
IAG Wealth Partners
Wisconsin
$15.5M 296,296 +295,767 +55,911%
PVI
20
Pine Valley Investments
New Jersey
$14.7M 280,579 +83,250 +42%
CA
21
CGN Advisors
Kansas
$13.8M 264,989 +78,732 +42%
SG
22
StoneX Group
New York
$13.8M 263,542 +263,542 New
GFG
23
Goldstone Financial Group
Illinois
$12.9M 247,399 +247,399 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$12.6M 241,212 +163,625 +211%
FFN
25
Focus Financial Network
Minnesota
$12M 229,335 +229,335 New
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