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JPMorgan Active Bond ETF

138 hedge funds and large institutions have $1.45B invested in JPMorgan Active Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+23
Holders Change %
+20%
% of All Funds
1.87%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
37
Increased
63
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$242M +$122M +2,280,193 +102%
DPI
2
Diversified Portfolios Inc
Michigan
$79.8M +$7.43M +138,819 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$76.4M +$47.5M +887,922 +165%
BWP
4
Baldwin Wealth Partners
Massachusetts
$72.4M +$31.9M +596,750 +79%
BFG
5
Berger Financial Group
Minnesota
$66.9M +$6.04M +112,946 +10%
IWP
6
IAG Wealth Partners
Wisconsin
$57.8M +$42M +783,953 +265%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$55.6M +$48.1M +898,901 +644%
LI
8
LVZ Inc
Michigan
$48.9M +$3.53M +65,895 +8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$42.7M +$29.8M +556,775 +231%
MML Investors Services
10
MML Investors Services
Massachusetts
$41.5M +$2.05M +38,313 +5%
IF
11
Intrua Financial
Texas
$35.7M +$669K +12,502 +2%
PCA
12
Pallas Capital Advisors
Massachusetts
$33.6M -$9.04M -168,943 -21%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$28M +$20M +374,387 +252%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$27.9M +$9.64M +180,096 +53%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$27.2M +$3.78M +70,679 +16%
Raymond James Financial
16
Raymond James Financial
Florida
$24.5M +$24.5M +458,588 New
IC
17
Innealta Capital
Texas
$19.6M -$99K -1,849 -0.5%
MIC
18
Means Investment Company
Maine
$19.2M +$572K +10,684 +3%
FA
19
Fermata Advisors
California
$17.8M +$17.8M +333,318 New
CIAS
20
Capital Investment Advisory Services
North Carolina
$16.7M +$484K +9,046 +3%
CA
21
CGN Advisors
Kansas
$16.4M +$2.22M +41,502 +16%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$14.7M -$1.2M -22,333 -8%
GFG
23
Goldstone Financial Group
Illinois
$14.6M +$1.32M +24,628 +10%
DADC
24
D.A. Davidson & Co
Montana
$14.4M +$14.4M +268,853 New
HighTower Advisors
25
HighTower Advisors
Illinois
$13.9M +$9.71M +181,469 +234%