JPMorgan Active Bond ETFJBNDETF
13F holders, Q3 2024 (September 30)73holders +23
23new positions
3sold out
2famous investors
$54.53avg. 13F price*
At the end of Q3 2024, 73 institutions reported holding JPMorgan Active Bond ETF (JBND) in their 13F filings, up 23 from Q2 2024. 23 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($80.7M), Diversified Portfolios, Inc. ($69.7M) and Berger Financial Group, Inc ($61.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $65.6M |
| Exits | 3 | $2.1M |
All 13F filers, Q2 2024 → Q3 2024: 4,279,202 shares bought and 47,720 shares sold, net +4,231,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| LPL Financial LLC | 0.04% | Add +98.6% | 1,477,176 | $80.7M |
| Diversified Portfolios, Inc. | 7.27% | Add +844.3% | 1,274,873 | $69.7M |
| Berger Financial Group, Inc | 4.42% | Add +0.0% | 1,120,367 | $61.2M |
| Pallas Capital Advisors LLC | 1.80% | Add +8.6% | 789,734 | $42.1M |
| Royal Harbor Partners, LLC | 8.86% | Add +18.5% | 416,906 | $22.8M |
| Innealta Capital, LLC | 7.73% | New | 346,675 | $18.9M |
| Avaii Wealth Management, LLC | 9.24% | New | 334,903 | $18.3M |
| Means Investment Co., Inc. | 1.97% | Add +9.8% | 324,927 | $17.8M |
| Capital Investment Advisory Services, LLC | 1.57% | Add +62.7% | 302,873 | $16.6M |
| Royal Bank of Canada | 0.00% | Add +628.2% | 270,751 | $14.8M |
| Ruggaard & Associates LLC | 5.34% | Reduce -1.4% | 224,337 | $12.3M |
| Intrua Financial, LLC | 1.82% | Add +2.8% | 204,363 | $11.2M |
| Pine Valley Investments Ltd Liability Co | 0.74% | Add +11.2% | 197,329 | $10.8M |
| CGN Advisors LLC | 1.02% | Add +112.3% | 186,257 | $10.2M |
| Yarger Wealth Strategies, LLC | 4.60% | Add +18.3% | 152,036 | $8.3M |
| Aveo Capital Partners, LLC | 0.73% | Add +2.7% | 126,080 | $6.9M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +11.3% | 120,109 | $6.6M |
| Centurion Wealth Management LLC | 1.98% | — | 113,589 | $6.2M |
| Insight Wealth Partners, LLC | 3.77% | New | 112,948 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Add +427.6% | 101,879 | $5.6M |
| Tyler-Stone Wealth Management | 0.93% | Add +111.7% | 89,892 | $4.9M |
| Gallacher Capital Management LLC | 2.10% | Add +8.2% | 83,572 | $4.6M |
| Citadel Advisors | 0.00% | Add +205.1% | 83,412 | $4.6M |
| Cetera Investment Advisers | 0.01% | New | 81,968 | $4.5M |
| Cooper Financial Group | 0.58% | Add +68.3% | 81,223 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +361.5% | 77,587 | $4.2M |
| HighTower Advisors, LLC | 0.01% | New | 75,337 | $4.1M |
| Compass Financial Group, Inc. | 1.63% | New | 64,260 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +32.5% | 61,057 | $3.3M |
| Larson Financial Group LLC | 0.18% | Add +2050.8% | 59,491 | $3.3M |
| Cwm, LLC | 0.01% | Add +137.0% | 58,928 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.6% | 55,206 | $3.0M |
| Clear Point Advisors Inc. | 2.00% | Add +71.1% | 47,397 | $2.6M |
| Vawter Financial, Ltd. | 1.22% | Add +98.5% | 36,393 | $2.0M |
| Essex Financial Services, Inc. | 0.14% | Add +57.7% | 35,879 | $1.9M |
| FinTrust Capital Advisors, LLC | 0.30% | Add +47.5% | 32,391 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +1823.5% | 30,045 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | New | 27,460 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 26,919 | $1.5M |
| Vienna Asset Management LLC | 1.00% | Add +91.8% | 24,734 | $1.4M |
| MML Investors Services, LLC | 0.00% | New | 24,543 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.44% | New | 22,924 | $1.3M |
| Northwest Financial Advisors | 0.87% | Add +91.0% | 19,927 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +175.8% | 19,341 | $1.1M |
| AQR Capital Management | 0.00% | Add +218.7% | 18,872 | $1.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.23% | New | 16,495 | $901K |
| Private Advisor Group, LLC | 0.01% | New | 14,822 | $810K |
| Flow Traders U.S. LLC | 0.04% | Reduce -8.9% | 14,775 | $807K |
| Peterson Wealth Advisors, LLC | 0.14% | Add +22.7% | 13,223 | $723K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +11.6% | 13,165 | $719K |
| Total Clarity Wealth Management, Inc. | 0.21% | New | 11,877 | $649K |
| Sterling Investment Advisors, Ltd. | 0.14% | Add +5.1% | 10,340 | $565K |
| Snowden Capital Advisors LLC | 0.02% | New | 10,025 | $548K |
| Garden State Investment Advisory Services LLC | 0.13% | Reduce -30.0% | 7,452 | $407K |
| Focus Partners Wealth | 0.00% | Add +0.9% | 7,331 | $401K |
| Western Wealth Management, LLC | 0.02% | New | 6,198 | $339K |
| Parallel Advisors, LLC | 0.01% | Add +6.0% | 6,163 | $337K |
| Essex LLC | 0.06% | New | 5,300 | $290K |
| Susquehanna International Group, LLP | 0.00% | Add +1.6% | 4,689 | $256K |
| Financial Advocates Investment Management | 0.01% | New | 4,600 | $251K |
| Equitable Holdings, Inc. | 0.00% | New | 4,279 | $234K |
| Beckerman Institutional, LLC | 0.19% | — | 4,225 | $231K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 4,000 | $219K |
| Resolute Wealth Strategies, LLC | 0.11% | No change | 3,856 | $211K |
| Private Trust Co. NA | 0.02% | Add +0.5% | 3,829 | $209K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,785 | $207K |
| IFP Advisors, Inc | 0.01% | Add +148.6% | 2,866 | $157K |
| Coppell Advisory Solutions LLC | 0.01% | Add +131.8% | 1,020 | $56K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 532 | $29K |
| IAG Wealth Partners, LLC | 0.01% | New | 529 | $29K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 514 | $28K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 185 | $10K |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 1 | $55 |
"% of holder's portfolio" is JBND's weight in each manager's 13F, not the share of JPMorgan Active Bond ETF the manager owns.