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JPMorgan Active Bond ETF

140 hedge funds and large institutions have $1.47B invested in JPMorgan Active Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

52% more capital invested

Capital invested by funds: $964M → $1.47B (+$503M)

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

21% more funds holding

Funds holding: 116140 (+24)

0.14% more ownership

Funds ownership: 84.97%85.1% (+0.14%)

Holders
140
Holders Change
+24
Holders Change %
+20.69%
% of All Funds
1.88%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.29%
New
37
Increased
64
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$242M +$120M +2,280,193 +102%
DPI
2
Diversified Portfolios Inc
Michigan
$79.8M +$7.33M +138,819 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$76.4M +$46.9M +887,922 +165%
BWP
4
Baldwin Wealth Partners
Massachusetts
$72.4M +$31.5M +596,750 +79%
BFG
5
Berger Financial Group
Minnesota
$66.9M +$5.96M +112,946 +10%
IWP
6
IAG Wealth Partners
Wisconsin
$57.8M +$41.4M +783,953 +265%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$55.6M +$47.5M +898,901 +644%
LI
8
LVZ Inc
Michigan
$48.9M +$3.48M +65,895 +8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$42.7M +$29.4M +556,775 +231%
MML Investors Services
10
MML Investors Services
Massachusetts
$41.5M +$2.02M +38,313 +5%
IF
11
Intrua Financial
Texas
$35.7M +$660K +12,502 +2%
PCA
12
Pallas Capital Advisors
Massachusetts
$33.6M -$8.92M -168,943 -21%
JP Morgan Chase
13
JP Morgan Chase
New York
$28M +$19.8M +374,387 +252%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$27.9M +$9.51M +180,096 +53%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$27.2M +$3.73M +70,679 +16%
Raymond James Financial
16
Raymond James Financial
Florida
$24.5M +$24.2M +458,588 New
IC
17
Innealta Capital
Texas
$19.6M -$97.6K -1,849 -0.5%
MIC
18
Means Investment Company
Maine
$19.2M +$564K +10,684 +3%
FA
19
Fermata Advisors
California
$17.8M +$17.6M +333,318 New
CIAS
20
Capital Investment Advisory Services
North Carolina
$16.7M +$478K +9,046 +3%
CA
21
CGN Advisors
Kansas
$16.4M +$2.19M +41,502 +16%
PVI
22
Pine Valley Investments
New Jersey
$16.3M +$1.23M +23,330 +8%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$14.7M -$1.18M -22,333 -8%
GFG
24
Goldstone Financial Group
Illinois
$14.6M +$1.3M +24,628 +10%
DADC
25
D.A. Davidson & Co
Montana
$14.4M +$14.2M +268,853 New

JBND Hedge Fund Activity: Q1 2025 in Review

140 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q1 2025, worth a combined $1.47B — up 52% from $964M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JBND positions and 11 closed out — a net gain of 26 holders — while 64 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $120M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $32M sold.

  • 140 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q1 2025, up from 116 in Q4 2024.
  • Funds reported $1.47B of JPMorgan Active Bond ETF stock for Q1 2025, up 52% quarter-over-quarter.
  • 37 funds opened new JPMorgan Active Bond ETF positions in Q1 2025 and 11 closed out, a net change of +26 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $120M added.
  • The largest JPMorgan Active Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2025.