JPMorgan Active Bond ETFJBNDETF
13F holders, Q4 2024 (December 31)116holders +43
44new positions
7sold out
1famous investor
$52.26avg. 13F price*
At the end of Q4 2024, 116 institutions reported holding JPMorgan Active Bond ETF (JBND) in their 13F filings, up 43 from Q3 2024. 44 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($117.2M), Diversified Portfolios, Inc. ($70.6M) and Berger Financial Group, Inc ($59.5M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $219.5M |
| Exits | 7 | $9.2M |
All 13F filers, Q3 2024 → Q4 2024: 9,201,714 shares bought and 554,404 shares sold, net +8,647,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| LPL Financial LLC | 0.05% | Add +51.9% | 2,243,401 | $117.2M |
| Diversified Portfolios, Inc. | 7.70% | Add +6.0% | 1,351,629 | $70.6M |
| Berger Financial Group, Inc | 4.11% | Add +1.6% | 1,137,984 | $59.5M |
| LVZ, Inc. | 5.68% | New | 846,946 | $44.3M |
| Pallas Capital Advisors LLC | 1.78% | Add +0.9% | 797,106 | $41.6M |
| Baldwin Wealth Partners LLC | 2.73% | New | 755,387 | $39.5M |
| MML Investors Services, LLC | 0.13% | Add +2905.7% | 737,683 | $38.5M |
| Intrua Financial, LLC | 5.56% | Add +220.3% | 654,494 | $34.2M |
| Independent Advisor Alliance | 0.42% | New | 612,443 | $32.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +2690.5% | 539,712 | $28.2M |
| Janney Montgomery Scott LLC | 0.06% | Add +691.7% | 437,071 | $22.8M |
| Innealta Capital, LLC | 9.41% | Add +6.4% | 368,766 | $19.3M |
| Means Investment Co., Inc. | 1.89% | Add +6.9% | 347,346 | $18.1M |
| Royal Bank of Canada | 0.00% | Add +25.9% | 340,866 | $17.8M |
| Capital Investment Advisory Services, LLC | 1.53% | Add +0.2% | 303,528 | $15.9M |
| Avaii Wealth Management, LLC | 7.74% | Reduce -10.2% | 300,850 | $15.7M |
| American Trust | 1.19% | New | 300,079 | $15.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1003.3% | 296,992 | $15.5M |
| IAG Wealth Partners, LLC | 2.73% | Add +55910.6% | 296,296 | $15.5M |
| Pine Valley Investments Ltd Liability Co | 0.96% | Add +42.2% | 280,579 | $14.7M |
| CGN Advisors LLC | 1.35% | Add +42.3% | 264,989 | $13.8M |
| StoneX Group Inc. | 0.76% | New | 263,542 | $13.8M |
| Goldstone Financial Group, LLC | 2.03% | New | 247,399 | $12.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +210.9% | 241,212 | $12.6M |
| Focus Financial Network, Inc. | 0.48% | New | 229,335 | $12.0M |
| Ruggaard & Associates LLC | 5.20% | Add +1.1% | 226,738 | $11.8M |
| Centurion Wealth Management LLC | 3.20% | Add +72.4% | 195,852 | $10.2M |
| Cobblestone Asset Management LLC | 6.67% | New | 195,622 | $10.2M |
| Mariner, LLC | 0.01% | New | 166,487 | $8.7M |
| Royal Harbor Partners, LLC | 3.14% | Reduce -61.8% | 159,078 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Add +14828700.0% | 148,288 | $7.7M |
| Peterson Wealth Advisors, LLC | 1.38% | Add +1008.6% | 146,586 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.13% | New | 145,766 | $7.6M |
| Cetera Investment Advisers | 0.02% | Add +70.3% | 139,625 | $7.3M |
| AGH Wealth Advisors, LLC | 6.65% | — | 137,337 | $7.2M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +4.4% | 125,346 | $6.5M |
| Larson Financial Group LLC | 0.34% | Add +110.1% | 124,972 | $6.5M |
| Aveo Capital Partners, LLC | 0.70% | Reduce -3.6% | 121,544 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Add +12.6% | 114,668 | $6.0M |
| Essex Financial Services, Inc. | 0.42% | Add +215.7% | 113,271 | $5.9M |
| Cooper Financial Group | 0.71% | Add +38.7% | 112,686 | $5.9M |
| Yarger Wealth Strategies, LLC | 3.12% | Reduce -32.0% | 103,401 | $5.4M |
| Parallel Advisors, LLC | 0.12% | Add +1569.8% | 102,907 | $5.4M |
| Jones Financial Companies LLLP | 0.00% | Add +254.3% | 97,279 | $5.1M |
| Cwm, LLC | 0.02% | Add +58.5% | 93,379 | $4.9M |
| Tyler-Stone Wealth Management | 0.87% | Add +3.6% | 93,177 | $4.9M |
| Gallacher Capital Management LLC | 2.39% | Add +10.4% | 92,305 | $4.8M |
| Insight Wealth Partners, LLC | 2.93% | Reduce -21.6% | 88,568 | $4.6M |
| HighTower Advisors, LLC | 0.01% | Add +3.0% | 77,563 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +1467.2% | 73,484 | $3.8M |
| Old Mission Capital LLC | 0.08% | New | 66,553 | $3.5M |
| Martin Worley Group | 2.16% | — | 66,105 | $3.5M |
| Vawter Financial, Ltd. | 2.04% | Add +78.5% | 64,958 | $3.4M |
| Compass Financial Group, Inc. | 1.54% | Reduce -3.8% | 61,813 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | New | 53,293 | $2.8M |
| Rosenblum Silverman Sutton S F Inc. | 0.70% | Add +222.5% | 53,195 | $2.8M |
| Cedar Mountain Advisors, LLC | 0.59% | New | 51,182 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.0% | 50,077 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +46.7% | 44,080 | $2.3M |
| Axxcess Wealth Management, LLC | 0.05% | New | 41,605 | $2.2M |
| Vienna Asset Management LLC | 1.35% | Add +54.2% | 38,146 | $2.0M |
| Northwest Financial Advisors | 1.30% | Add +51.3% | 30,140 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +681.6% | 29,582 | $1.5M |
| Truist Financial Corp. | 0.00% | New | 28,786 | $1.5M |
| Silverlake Wealth Management LLC | 0.53% | New | 26,284 | $1.4M |
| AQR Capital Management | 0.00% | Add +35.1% | 25,503 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.41% | Add +5.6% | 24,215 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +52.2% | 22,556 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 19,453 | $1.0M |
| Newman Dignan & Sheerar, Inc. | 0.23% | New | 17,050 | $891K |
| MN Wealth Advisors, LLC | 0.44% | New | 15,085 | $788K |
| Sterling Investment Advisors, Ltd. | 0.19% | Add +44.2% | 14,910 | $779K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -5.2% | 12,483 | $652K |
| Beam Wealth Advisors, Inc. | 0.19% | New | 11,740 | $613K |
| Equitable Holdings, Inc. | 0.01% | Add +169.4% | 11,527 | $602K |
| WBH Advisory Inc. | 0.05% | New | 11,073 | $579K |
| Western Wealth Management, LLC | 0.03% | Add +66.2% | 10,302 | $538K |
| Total Clarity Wealth Management, Inc. | 0.17% | Reduce -16.7% | 9,889 | $517K |
| Perennial Investment Advisors, LLC | 0.06% | New | 9,506 | $497K |
| KWB Wealth | 0.06% | New | 8,870 | $485K |
| Regal Investment Advisors LLC | 0.03% | New | 8,888 | $464K |
| Ascent Group, LLC | 0.03% | New | 8,527 | $446K |
| Sutton Place Investors LLC | 0.25% | New | 8,223 | $430K |
| Focus Partners Wealth | 0.00% | Add +1.0% | 7,403 | $387K |
| Twin Peaks Wealth Advisors, LLC | 0.16% | New | 7,215 | $377K |
| Triad Wealth Partners, LLC | 0.13% | New | 6,880 | $359K |
| Cary Street Partners Investment Advisory LLC | 0.17% | New | 4,932 | $258K |
| Lifeworks Advisors, LLC | 0.04% | New | 4,717 | $246K |
| Financial Advocates Investment Management | 0.01% | No change | 4,600 | $240K |
| Two Sigma Securities, LLC | 0.04% | New | 4,479 | $234K |
| Forge Financial Services LLC | 0.19% | — | 4,227 | $223K |
| Beckerman Institutional, LLC | 0.18% | Add +0.1% | 4,228 | $221K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 4,000 | $210K |
| Private Trust Co. NA | 0.02% | Add +3.5% | 3,963 | $207K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,926 | $205K |
| Resolute Wealth Strategies, LLC | 0.10% | No change | 3,856 | $201K |
| IFP Advisors, Inc | 0.01% | Add +17.9% | 3,378 | $176K |
| Blue Trust, Inc. | 0.00% | New | 3,000 | $157K |
| JFS Wealth Advisors, LLC | 0.01% | New | 2,889 | $151K |
| MidAtlantic Capital Management, Inc. | 0.11% | New | 2,844 | $149K |
"% of holder's portfolio" is JBND's weight in each manager's 13F, not the share of JPMorgan Active Bond ETF the manager owns.