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JPMorgan Active Bond ETF

171 hedge funds and large institutions have $1.92B invested in JPMorgan Active Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+33
Holders Change %
+23.91%
% of All Funds
2.29%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
44
Increased
85
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$383M +$141M +2,631,775 +58%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$91.1M +$35.5M +661,624 +64%
DPI
3
Diversified Portfolios Inc
Michigan
$87.1M +$7.22M +134,761 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$78.7M +$2.57M +48,194 +3%
BWP
5
Baldwin Wealth Partners
Massachusetts
$72M -$450K -8,396 -0.6%
BFG
6
Berger Financial Group
Minnesota
$67.9M +$859K +16,023 +1%
IWP
7
IAG Wealth Partners
Wisconsin
$53.1M -$4.76M -88,871 -8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$53M +$25M +467,351 +90%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$52.4M +$46.8M +873,387 +834%
MML Investors Services
10
MML Investors Services
Massachusetts
$50.1M +$8.48M +158,229 +20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$50M +$7.2M +134,411 +17%
LI
12
LVZ Inc
Michigan
$49.3M +$387K +7,225 +0.8%
IF
13
Intrua Financial
Texas
$35.2M -$524K -9,785 -1%
PCA
14
Pallas Capital Advisors
Massachusetts
$32.8M -$832K -15,523 -2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$30.5M +$2.54M +47,356 +9%
LWA
16
Lifelong Wealth Advisors
Minnesota
$30.3M +$30.3M +566,067 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$28.5M +$1.32M +24,634 +5%
PAG
18
Private Advisor Group
New Jersey
$27.1M +$23.5M +439,364 +669%
CFS
19
CGC Financial Services
Oregon
$23.7M +$23.7M +443,166 New
NW
20
NewEdge Wealth
Pennsylvania
$22.7M +$22.5M +420,318 +11,146%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$21.9M +$7.31M +137,404 +50%
LFG
22
Larson Financial Group
Missouri
$20.3M +$8.33M +155,392 +69%
Raymond James Financial
23
Raymond James Financial
Florida
$20.3M -$4.33M -80,713 -18%
SWP
24
Sagespring Wealth Partners
Tennessee
$19.7M +$19.7M +368,452 New
MIC
25
Means Investment Company
Maine
$19.5M +$326K +6,087 +2%