JPMorgan Active Bond ETFJBNDETF

13F holders, Q2 2026 (June 30)
327holders +16
45new positions
26sold out
2famous investors
$53.48avg. 13F price*

At the end of Q2 2026, 327 institutions reported holding JPMorgan Active Bond ETF (JBND) in their 13F filings, up 16 from Q1 2026. 45 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($1.1B), Allworth Financial LP ($486.9M) and Ameriprise Financial Inc. ($420.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
JPMorgan Active Bond ETF
CUSIP
46654Q716
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 30Q1 2024Q2 2024: 50Q2 2024Q3 2024: 73Q3 2024Q4 2024: 116Q4 2024Q1 2025: 140Q1 2025Q2 2025: 174Q2 2025Q3 2025: 213Q3 2025Q4 2025: 274Q4 2025Q1 2026: 311Q1 2026Q2 2026: 327Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions45$73.0M
Exits26$141.3M

All 13F filers, Q1 2026 → Q2 2026: 23,618,368 shares bought and 4,255,332 shares sold, net +19,363,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 327 holders

LPL Financial LLC 0.25% Add +23.4% 20,847,585 $1.1B
Allworth Financial LP 2.07% Add +48.5% 9,101,672 $486.9M
Ameriprise Financial Inc. 0.09% Add +35.2% 7,852,779 $420.1M
JPMorgan Chase & Co. 0.02% Add +19.6% 6,946,476 $373.4M
Captrust Financial Advisors 0.50% Add +18.2% 6,077,220 $325.1M
Cetera Investment Advisers 0.26% Add +39.0% 5,328,568 $285.1M
Envestnet Asset Management Inc. 0.06% Add +38.5% 5,099,381 $272.8M
Bank of America Corp. 0.02% Add +5.5% 4,453,121 $238.2M
Private Advisor Group, LLC 0.95% Add +9.5% 3,894,546 $208.4M
Janney Montgomery Scott LLC 0.32% Add +43.3% 3,109,788 $166.4M
Royal Bank of Canada 0.03% Add +13.3% 2,768,570 $148.1M
Raymond James Financial Inc. 0.04% Add +8.6% 2,724,250 $145.7M
Summit Financial, LLC 1.03% Add +5.4% 1,753,766 $93.8M
Bridgewater Advisors Inc. 4.94% Add +6.2% 1,722,643 $90.6M
Jones Financial Companies LLLP 0.04% Add +30.9% 1,665,734 $89.4M
Diversified Portfolios, Inc. 6.14% Reduce -20.3% 1,583,948 $84.7M
MML Investors Services, LLC 0.16% Add +19.7% 1,502,729 $80.4M
Vestmark Advisory Solutions, Inc. 0.75% Reduce -0.0% 1,496,955 $80.1M
Baldwin Wealth Partners LLC 5.14% Add +0.1% 1,470,097 $78.7M
Wells Fargo & Company 0.01% Add +7.9% 1,446,588 $77.4M
Berger Financial Group, Inc 3.92% Reduce -0.8% 1,431,811 $76.6M
Commonwealth Equity Services, LLC 0.09% Reduce -16.1% 1,323,132 $70.8M
Northwest Financial Advisors 9.38% Add +11531.8% 1,318,229 $70.5M
IAG Wealth Partners, LLC 5.90% Add +0.5% 1,114,649 $59.6M
StoneX Group Inc. 2.23% Add +27.9% 1,032,908 $55.3M
LVZ, Inc. 5.25% Reduce -0.2% 964,908 $51.6M
Cambridge Investment Research Advisors, Inc. 0.11% Add +49.3% 936,097 $50.1M
Peterson Wealth Advisors, LLC 5.88% Add +4.1% 930,053 $49.8M
Larson Financial Group LLC 1.23% Add +20.4% 872,511 $46.7M
Osaic Holdings, Inc. 0.05% Add +75.0% 811,131 $43.4M
Essex LLC 6.48% Add +19.1% 798,166 $42.7M
Dynasty Wealth Management, LLC 0.30% Add +11.5% 755,090 $40.4M
Intrua Financial, LLC 3.76% Add +1.8% 742,478 $39.7M
Arlington Financial Advisors, LLC 4.89% Add +2.9% 719,463 $38.5M
Lifelong Wealth Advisors, Inc. 8.81% Add +4.5% 699,070 $37.4M
UBS Group AG 0.01% Add +16.4% 673,309 $36.0M
Pallas Capital Advisors LLC 1.10% Add +6.8% 669,152 $35.8M
Spire Wealth Management 1.02% Reduce -2.6% 633,749 $33.9M
Harbour Investments, Inc. 0.43% Reduce -1.8% 595,638 $31.9M
NewEdge Wealth, LLC 0.31% Reduce -1.6% 568,422 $30.4M
CGC Financial Services, LLC 6.69% Add +2.9% 555,625 $29.7M
D.A. Davidson & Co. 0.16% Add +2.8% 553,389 $29.6M
FMR LLC 0.00% Add +0.2% 539,886 $28.9M
OpenArc Corporate Advisory, LLC 0.32% Add +18.4% 508,429 $27.2M
Means Investment Co., Inc. 1.91% Add +9.7% 473,636 $25.3M
EP Wealth Advisors, LLC 0.08% New 393,303 $21.0M
Global Retirement Partners, LLC 0.32% — 389,817 $20.9M
KWB Wealth 1.78% Add +42.7% 388,588 $20.8M
Mariner, LLC 0.02% Reduce -21.9% 377,534 $20.2M
Pine Valley Investments Ltd Liability Co 0.83% Add +6.6% 362,470 $19.4M
Vawter Financial, Ltd. 7.26% Add +4.5% 360,261 $19.3M
AdvisorNet Financial, Inc 0.88% Add +174.7% 358,635 $19.2M
Capital Investment Advisory Services, LLC 1.17% Reduce -6.6% 355,627 $19.0M
Royal Harbor Partners, LLC 5.89% Add +11.8% 355,465 $19.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 352,993 $18.9M
Ocean Park Asset Management, LLC 0.91% No change 351,700 $18.8M
Sagespring Wealth Partners, LLC 0.29% Add +1.5% 349,709 $18.7M
HighTower Advisors, LLC 0.02% Add +5.0% 346,499 $18.5M
Smithbridge Asset Management Inc. 2.49% Add +4.3% 342,235 $18.3M
Choice Wealth Advisors LLC 6.40% Add +4.0% 341,073 $18.2M
NewEdge Advisors, LLC 0.05% Add +10.4% 332,801 $17.8M
Kestra Private Wealth Services, LLC 0.19% Add +2.8% 327,524 $17.5M
Eldridge Investment Advisors, Inc. 3.42% Add +8.3% 322,418 $17.2M
Clear Trail Advisors, LLC 2.47% Add +10.4% 302,710 $16.2M
Echo Wealth Management, LLC 7.95% Add +8.2% 291,117 $15.6M
CGN Advisors LLC 1.13% Reduce -0.8% 290,493 $15.5M
Pinnacle Wealth Management, LLC 9.46% Add +0.0% 285,453 $15.3M
WBH Advisory Inc. 1.02% Add +13.1% 284,435 $15.2M
Independence Asset Advisors, LLC 3.89% Add +0.0% 279,411 $14.9M
Equitable Holdings, Inc. 0.09% Add +7.2% 269,003 $14.4M
Integrated Wealth Concepts LLC 0.09% Add +10.5% 263,754 $14.1M
Savvy Advisors, Inc. 0.29% Add +19.0% 256,492 $13.7M
Park Avenue Securities LLC 0.09% Add +62.9% 254,893 $13.6M
Capital Advisors Wealth Management, LLC 1.48% Add +3.4% 235,617 $12.6M
Argo Wealth Advisory, LLC 6.83% Add +1.3% 231,442 $12.4M
Cobblestone Asset Management LLC 5.14% Add +29.5% 230,251 $12.3M
Old Mission Capital LLC 0.31% New 226,768 $12.1M
Riversedge Advisors, LLC 1.59% Add +0.9% 223,369 $12.0M
&partners 0.05% Add +1.6% 222,797 $11.9M
Per Stirling Capital Management, LLC. 1.10% New 215,218 $11.5M
Ruggaard & Associates LLC 4.10% Add +2.1% 213,405 $11.4M
Citizens Business Bank 1.67% Reduce -3.5% 206,667 $11.1M
Axxcess Wealth Management, LLC 0.17% Reduce -9.9% 205,486 $11.0M
Simplicity Wealth,LLC 0.35% Add +2893.0% 195,021 $10.4M
Magnolia Capital Advisors LLC 1.65% Add +43.0% 179,599 $9.6M
AGH Wealth Advisors, LLC 5.99% Add +7.0% 177,406 $9.5M
Great Valley Advisor Group, Inc. 0.15% Add +20.3% 177,390 $9.5M
Natixis Advisors, LLC 0.01% Add +36.4% 174,806 $9.4M
Financial Planning Navigators CORP 3.49% Add +10.5% 174,507 $9.3M
Farther Finance Advisors, LLC 0.07% Add +58.9% 173,533 $9.3M
Rosenblum Silverman Sutton S F Inc. 2.22% Add +0.4% 172,210 $9.2M
CreativeOne Wealth, LLC 0.20% Add +9.1% 172,124 $9.2M
Essex Financial Services, Inc. 0.44% Reduce -3.4% 164,667 $8.8M
Prospera Financial Services Inc 0.12% Add +13.0% 156,403 $8.4M
Guided Capital Wealth Management, LLC 4.88% Reduce -3.9% 156,105 $8.4M
Mgo One Seven LLC 0.13% Add +0.4% 150,699 $8.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +11.8% 151,955 $8.1M
IHT Wealth Management, LLC 0.17% Add +15.4% 149,198 $8.0M
Centurion Wealth Management LLC 1.87% Reduce -18.7% 145,927 $7.8M
Stifel Financial Corp. 0.01% Add +7.3% 145,623 $7.8M

"% of holder's portfolio" is JBND's weight in each manager's 13F, not the share of JPMorgan Active Bond ETF the manager owns.

Show all 327 holders