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JPMorgan Active Bond ETF

174 hedge funds and large institutions have $1.95B invested in JPMorgan Active Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 11

156% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 34

33% more capital invested

Capital invested by funds: $1.47B → $1.95B (+$482M)

24% more funds holding

Funds holding: 140174 (+34)

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

0.73% less ownership

Funds ownership: 85.1%84.38% (-0.73%)

Holders
174
Holders Change
+34
Holders Change %
+24.29%
% 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
0.34%
New
45
Increased
87
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$383M +$139M +2,631,775 +58%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$91.1M +$35M +661,624 +64%
DPI
3
Diversified Portfolios Inc
Michigan
$87.1M +$7.14M +134,761 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$78.7M +$2.55M +48,194 +3%
BWP
5
Baldwin Wealth Partners
Massachusetts
$72M -$445K -8,396 -0.6%
BFG
6
Berger Financial Group
Minnesota
$67.9M +$848K +16,023 +1%
IWP
7
IAG Wealth Partners
Wisconsin
$53.1M -$4.71M -88,871 -8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$53M +$24.7M +467,351 +90%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$52.4M +$46.2M +873,387 +834%
MML Investors Services
10
MML Investors Services
Massachusetts
$50.1M +$8.38M +158,229 +20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$50M +$7.12M +134,411 +17%
LI
12
LVZ Inc
Michigan
$49.3M +$383K +7,225 +0.8%
IF
13
Intrua Financial
Texas
$35.2M -$518K -9,785 -1%
PCA
14
Pallas Capital Advisors
Massachusetts
$32.8M -$822K -15,523 -2%
JP Morgan Chase
15
JP Morgan Chase
New York
$30.5M +$2.51M +47,356 +9%
LWA
16
Lifelong Wealth Advisors
Minnesota
$30.3M +$30M +566,067 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$28.5M +$1.3M +24,634 +5%
PAG
18
Private Advisor Group
New Jersey
$27.1M +$23.3M +439,364 +669%
CFS
19
CGC Financial Services
Oregon
$23.7M +$23.5M +443,166 New
NW
20
NewEdge Wealth
Pennsylvania
$22.7M +$22.3M +420,318 +11,146%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$21.9M +$7.28M +137,404 +50%
LFG
22
Larson Financial Group
Missouri
$20.3M +$8.23M +155,392 +69%
Raymond James Financial
23
Raymond James Financial
Florida
$20.3M -$4.27M -80,713 -18%
SWP
24
Sagespring Wealth Partners
Tennessee
$19.7M +$19.5M +368,452 New
MIC
25
Means Investment Company
Maine
$19.5M +$322K +6,087 +2%

JBND Hedge Fund Activity: Q2 2025 in Review

174 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Bond ETF (JBND) for Q2 2025, worth a combined $1.95B — up 33% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new JBND positions and 11 closed out — a net gain of 34 holders — while 87 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $139M. The largest seller was Innealta Capital, cutting an estimated $17.1M.

  • 174 institutional investors held JPMorgan Active Bond ETF (JBND) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $1.95B of JPMorgan Active Bond ETF stock for Q2 2025, up 33% quarter-over-quarter.
  • 45 funds opened new JPMorgan Active Bond ETF positions in Q2 2025 and 11 closed out, a net change of +34 holders.
  • The largest JPMorgan Active Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $139M added.
  • The largest JPMorgan Active Bond ETF seller in Q2 2025 was Innealta Capital, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2025.