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JPMorgan Active Bond ETF

213 hedge funds and large institutions have $2.93B invested in JPMorgan Active Bond ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

538% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 8

317% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 29

50% more capital invested

Capital invested by funds: $1.95B → $2.93B (+$983M)

22% more funds holding

Funds holding: 174213 (+39)

6.59% more ownership

Funds ownership: 84.38%90.97% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

Holders
213
Holders Change
+39
Holders Change %
+22.41%
% of All Funds
2.8%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
51
Increased
121
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$461M +$73.1M +1,363,424 +19%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$226M +$224M +4,181,869 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$120M +$28M +521,454 +31%
PAG
4
Private Advisor Group
New Jersey
$108M +$79.6M +1,483,659 +294%
DPI
5
Diversified Portfolios Inc
Michigan
$98.4M +$10.3M +192,353 +12%
BWP
6
Baldwin Wealth Partners
Massachusetts
$76M +$3.17M +59,131 +4%
Ameriprise
7
Ameriprise
Minnesota
$72.7M +$71.9M +1,340,050 New
SF
8
Summit Financial
New Jersey
$70.5M +$69.8M +1,301,813 New
BFG
9
Berger Financial Group
Minnesota
$69.6M +$984K +18,348 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$65.3M +$34.1M +635,086 +111%
IWP
11
IAG Wealth Partners
Wisconsin
$63.9M +$10.1M +188,358 +19%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$62.3M -$17.5M -325,982 -22%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$59.1M +$5.53M +103,106 +10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$58.8M +$8.25M +153,848 +17%
MML Investors Services
15
MML Investors Services
Massachusetts
$57.7M +$7.01M +130,657 +14%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$57.1M +$4.1M +76,441 +8%
Raymond James Financial
17
Raymond James Financial
Florida
$55.6M +$34.8M +648,507 +172%
BA
18
Bridgewater Advisors
New York
$53.5M +$52.9M +987,398 New
LI
19
LVZ Inc
Michigan
$50.2M +$344K +6,411 +0.7%
Bank of America
20
Bank of America
North Carolina
$36.5M +$17.6M +327,872 +95%
IF
21
Intrua Financial
Texas
$36.5M +$887K +16,537 +3%
LWA
22
Lifelong Wealth Advisors
Minnesota
$34.5M +$3.85M +71,840 +13%
PCA
23
Pallas Capital Advisors
Massachusetts
$33.8M +$661K +12,333 +2%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$31.4M +$13.6M +254,329 +78%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$31.3M +$2.42M +45,099 +8%