JPMorgan Active Bond ETFJBNDETF
13F holders, Q1 2024 (March 31)30holders
1famous investor
$52.49avg. 13F price*
At the end of Q1 2024, 30 institutions reported holding JPMorgan Active Bond ETF (JBND) in their 13F filings. The largest holders were Berger Financial Group, Inc ($58.1M), Pallas Capital Advisors LLC ($36.3M) and Royal Harbor Partners, LLC ($10.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Active Bond ETF
- CUSIP
- 46654Q716
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $92.1M |
| Exits | 0 | $0 |
Ownership 30 holders
| Berger Financial Group, Inc | 4.79% | New | 1,106,340 | $58.1M |
| Pallas Capital Advisors LLC | 1.51% | Add +10.3% | 690,728 | $36.3M |
| Royal Harbor Partners, LLC | 4.62% | Add +216.8% | 201,701 | $10.6M |
| Pine Valley Investments Ltd Liability Co | 0.70% | New | 170,461 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -91.5% | 170,000 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 149,929 | $7.9M |
| Aveo Capital Partners, LLC | 0.68% | New | 120,982 | $6.2M |
| Yarger Wealth Strategies, LLC | 2.42% | Add +108.2% | 67,547 | $3.5M |
| Gallacher Capital Management LLC | 1.71% | Add +541.2% | 63,731 | $3.3M |
| Jane Street Group, LLC | 0.00% | Reduce -2.0% | 57,950 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | New | 56,152 | $3.0M |
| Capital Investment Advisory Services, LLC | 0.25% | New | 44,280 | $2.3M |
| Cooper Financial Group | 0.31% | Add +276.9% | 36,403 | $1.9M |
| Clear Point Advisors Inc. | 1.51% | Reduce -7.2% | 34,982 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +8240.2% | 31,109 | $1.6M |
| Citadel Advisors | 0.00% | New | 26,205 | $1.4M |
| Flow Traders U.S. LLC | 0.05% | New | 16,807 | $883K |
| Garden State Investment Advisory Services LLC | 0.29% | New | 15,367 | $800K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +27.8% | 12,305 | $646K |
| Essex Financial Services, Inc. | 0.06% | New | 12,085 | $635K |
| Commonwealth Equity Services, LLC | 0.00% | Add +166.9% | 10,267 | $539K |
| Sterling Investment Advisors, Ltd. | 0.14% | New | 9,540 | $501K |
| Edge Financial Advisors LLC | 0.44% | — | 9,522 | $500K |
| Vawter Financial, Ltd. | 0.30% | New | 7,775 | $408K |
| FinTrust Capital Advisors, LLC | 0.08% | New | 7,554 | $397K |
| Cwm, LLC | 0.00% | Add +1307.9% | 7,335 | $385K |
| InterOcean Capital Group, LLC | 0.01% | New | 7,193 | $378K |
| Envestnet Asset Management Inc. | 0.00% | New | 5,053 | $265K |
| Parallel Advisors, LLC | 0.01% | Add +419.3% | 3,988 | $209K |
| Royal Bank of Canada | 0.00% | Add +2729.8% | 2,377 | $125K |
"% of holder's portfolio" is JBND's weight in each manager's 13F, not the share of JPMorgan Active Bond ETF the manager owns.