JPMorgan Active Bond ETF
JBND
116 hedge funds and large institutions have $964M invested in JPMorgan Active Bond ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 7 closing their positions.
629% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 7
478% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 9
84% more capital invested
Capital invested by funds: $524M → $964M (+$439M)
59% more funds holding
Funds holding: 73 → 116 (+43)
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
7.44% more ownership
Funds ownership: 77.52% → 84.97% (+7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
+$45M |
| 2 |
LPL Financial
San Diego,
California
|
+$40.7M |
| 3 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$40.1M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$37.9M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHP
Royal Harbor Partners
Houston,
Texas
|
-$13.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.56M |
| 3 |
CPA
Clear Point Advisors
Melville,
New York
|
-$2.59M |
| 4 |
YWS
Yarger Wealth Strategies
Westerville,
Ohio
|
-$2.58M |
| 5 |
AWM
Avaii Wealth Management
Appleton,
Wisconsin
|
-$1.81M |
JBND Hedge Fund Activity: Q4 2024 in Review
116 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q4 2024, worth a combined $964M — up 84% from $524M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new JBND positions and 7 closed out — a net gain of 44 holders — while 52 added to existing stakes and 9 trimmed.
The largest buyer was LVZ Inc, opening a new position worth an estimated $45M. The largest seller was Royal Harbor Partners, cutting an estimated $13.7M.
- 116 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q4 2024, up from 73 in Q3 2024.
- Funds reported $964M of JPMorgan Active Bond ETF stock for Q4 2024, up 84% quarter-over-quarter.
- 51 funds opened new JPMorgan Active Bond ETF positions in Q4 2024 and 7 closed out, a net change of +44 holders.
- The largest JPMorgan Active Bond ETF buyer in Q4 2024 was LVZ Inc, an estimated $45M added.
- The largest JPMorgan Active Bond ETF seller in Q4 2024 was Royal Harbor Partners, an estimated $13.7M sold.
Based on aggregated 13F filings for Q4 2024.