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JPMorgan Active Bond ETF

273 hedge funds and large institutions have $4.8B invested in JPMorgan Active Bond ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 27

436% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 14

64% more capital invested

Capital invested by funds: $2.93B → $4.8B (+$1.87B)

42% more funds holding in top 10

Funds holding in top 10: 2637 (+11)

28% more funds holding

Funds holding: 213273 (+60)

2.36% less ownership

Funds ownership: 90.97%88.61% (-2.4%)

Holders
273
Holders Change
+60
Holders Change %
+28.17%
% of All Funds
3.32%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.45%
New
75
Increased
156
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$709M +$250M +4,600,361 +54%
AF
2
Allworth Financial
California
$324M +$326M +6,001,353 New
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$250M +$23.9M +441,209 +11%
Ameriprise
4
Ameriprise
Minnesota
$206M +$134M +2,463,071 +184%
JP Morgan Chase
5
JP Morgan Chase
New York
$168M +$103M +1,905,828 +158%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$163M +$43M +792,069 +36%
Bank of America
7
Bank of America
North Carolina
$155M +$119M +2,193,962 +325%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$143M +$81.2M +1,496,728 +130%
PAG
9
Private Advisor Group
New Jersey
$142M +$34.8M +641,537 +32%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$111M +$80.1M +1,476,606 +256%
DPI
11
Diversified Portfolios Inc
Michigan
$104M +$5.64M +103,877 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$80.4M +$21.5M +395,688 +36%
BWP
13
Baldwin Wealth Partners
Massachusetts
$78.8M +$2.92M +53,745 +4%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$76.1M +$76.4M +1,408,140 New
MML Investors Services
15
MML Investors Services
Massachusetts
$75.8M +$18.3M +336,831 +32%
Raymond James Financial
16
Raymond James Financial
Florida
$74.8M +$19.4M +357,796 +35%
SF
17
Summit Financial
New Jersey
$73.7M +$3.12M +57,499 +4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$72.9M +$14.2M +261,283 +24%
BFG
19
Berger Financial Group
Minnesota
$72M +$2.49M +45,862 +4%
BA
20
Bridgewater Advisors
New York
$67.3M +$14M +258,585 +26%
IWP
21
IAG Wealth Partners
Wisconsin
$64.9M +$1.14M +21,024 +2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$63.7M +$6.73M +124,052 +12%
SG
23
StoneX Group
New York
$52M +$39M +718,609 +301%
LI
24
LVZ Inc
Michigan
$50.7M +$576K +10,620 +1%
PWA
25
Peterson Wealth Advisors
Utah
$47.5M +$32.4M +596,642 +212%