JPMorgan Active Bond ETFJBNDETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 50 institutions reported holding JPMorgan Active Bond ETF (JBND) in their 13F filings, up 20 from Q1 2024. 23 opened new positions and 2 sold out. The largest holders were Berger Financial Group, Inc ($58.5M), LPL Financial LLC ($38.9M) and Pallas Capital Advisors LLC ($38.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $100.7M |
| Exits | 2 | $8.4M |
All 13F filers, Q1 2024 → Q2 2024: 2,479,274 shares bought and 364,539 shares sold, net +2,114,735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Berger Financial Group, Inc | 4.67% | Add +1.3% | 1,120,357 | $58.5M |
| LPL Financial LLC | 0.02% | New | 743,903 | $38.9M |
| Pallas Capital Advisors LLC | 1.73% | Add +5.3% | 727,041 | $38.4M |
| Royal Harbor Partners, LLC | 7.61% | Add +74.5% | 351,926 | $18.4M |
| Means Investment Co., Inc. | 1.85% | New | 295,916 | $15.5M |
| Ruggaard & Associates LLC | 5.50% | New | 227,584 | $11.9M |
| Intrua Financial, LLC | 1.69% | New | 198,774 | $10.4M |
| Capital Investment Advisory Services, LLC | 1.00% | Add +320.4% | 186,135 | $9.7M |
| Pine Valley Investments Ltd Liability Co | 0.69% | Add +4.1% | 177,398 | $9.3M |
| Diversified Portfolios, Inc. | 0.93% | New | 135,004 | $7.1M |
| Yarger Wealth Strategies, LLC | 4.04% | Add +90.3% | 128,577 | $6.7M |
| Aveo Capital Partners, LLC | 0.73% | Add +1.4% | 122,722 | $6.4M |
| Great Valley Advisor Group, Inc. | 0.16% | New | 107,920 | $5.6M |
| CGN Advisors LLC | 0.53% | New | 87,723 | $4.6M |
| Gallacher Capital Management LLC | 2.12% | Add +21.1% | 77,207 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.1% | 55,525 | $2.9M |
| Cooper Financial Group | 0.37% | Add +32.5% | 48,249 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +48.1% | 46,084 | $2.4M |
| Tyler-Stone Wealth Management | 0.91% | New | 42,472 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +1464.3% | 37,183 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -36.9% | 36,580 | $1.9M |
| Clear Point Advisors Inc. | 1.19% | Reduce -20.8% | 27,703 | $1.4M |
| Citadel Advisors | 0.00% | Add +4.3% | 27,339 | $1.4M |
| Cwm, LLC | 0.01% | Add +238.9% | 24,861 | $1.3M |
| Essex Financial Services, Inc. | 0.09% | Add +88.3% | 22,755 | $1.2M |
| FinTrust Capital Advisors, LLC | 0.21% | Add +190.8% | 21,967 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | New | 19,309 | $1.0M |
| Vawter Financial, Ltd. | 0.66% | Add +135.8% | 18,333 | $958K |
| Commonwealth Equity Services, LLC | 0.00% | Add +63.8% | 16,812 | $878K |
| Flow Traders U.S. LLC | 0.04% | Reduce -3.5% | 16,224 | $848K |
| Vienna Asset Management LLC | 0.56% | New | 12,895 | $674K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -4.1% | 11,801 | $617K |
| Peterson Wealth Advisors, LLC | 0.12% | New | 10,777 | $563K |
| Garden State Investment Advisory Services LLC | 0.19% | Reduce -30.8% | 10,642 | $556K |
| Northwest Financial Advisors | 0.55% | New | 10,431 | $545K |
| Sterling Investment Advisors, Ltd. | 0.14% | Add +3.1% | 9,840 | $514K |
| Focus Partners Wealth | 0.00% | New | 7,267 | $380K |
| Envestnet Asset Management Inc. | 0.00% | Add +38.8% | 7,012 | $366K |
| AQR Capital Management | 0.00% | New | 5,922 | $309K |
| Parallel Advisors, LLC | 0.01% | Add +45.8% | 5,813 | $304K |
| Susquehanna International Group, LLP | 0.00% | New | 4,614 | $241K |
| Resolute Wealth Strategies, LLC | 0.12% | New | 3,856 | $201K |
| Private Trust Co. NA | 0.02% | New | 3,809 | $199K |
| Bank of Montreal | 0.00% | New | 2,890 | $152K |
| Larson Financial Group LLC | 0.01% | New | 2,766 | $145K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,562 | $82K |
| IFP Advisors, Inc | 0.00% | New | 1,153 | $60K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | New | 532 | $27K |
| Coppell Advisory Solutions LLC | 0.00% | — | 440 | $23K |
| Bank of America Corp. | 0.00% | New | 45 | $2K |
"% of holder's portfolio" is JBND's weight in each manager's 13F, not the share of JPMorgan Active Bond ETF the manager owns.