JPMorgan Active Bond ETFJBNDETF
13F holders, Q1 2025 (March 31)140holders +24
35new positions
11sold out
1famous investor
$53.50avg. 13F price*
At the end of Q1 2025, 140 institutions reported holding JPMorgan Active Bond ETF (JBND) in their 13F filings, up 24 from Q4 2024. 35 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($242.1M), Diversified Portfolios, Inc. ($79.8M) and Envestnet Asset Management Inc. ($76.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $119.3M |
| Exits | 11 | $56.2M |
All 13F filers, Q4 2024 → Q1 2025: 10,473,282 shares bought and 1,709,012 shares sold, net +8,764,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| LPL Financial LLC | 0.09% | Add +101.6% | 4,523,594 | $242.1M |
| Diversified Portfolios, Inc. | 8.39% | Add +10.3% | 1,490,448 | $79.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +164.5% | 1,427,634 | $76.4M |
| Baldwin Wealth Partners LLC | 5.08% | Add +79.0% | 1,352,137 | $72.4M |
| Berger Financial Group, Inc | 4.65% | Add +9.9% | 1,250,930 | $66.9M |
| IAG Wealth Partners, LLC | 8.99% | Add +264.6% | 1,080,249 | $57.8M |
| Cetera Investment Advisers | 0.11% | Add +643.8% | 1,038,526 | $55.6M |
| LVZ, Inc. | 6.41% | Add +7.8% | 912,841 | $48.9M |
| Commonwealth Equity Services, LLC | 0.06% | Add +230.8% | 797,987 | $42.7M |
| MML Investors Services, LLC | 0.14% | Add +5.2% | 775,996 | $41.5M |
| Intrua Financial, LLC | 5.59% | Add +1.9% | 666,996 | $35.7M |
| Pallas Capital Advisors LLC | 1.40% | Reduce -21.2% | 628,163 | $33.6M |
| JPMorgan Chase & Co. | 0.00% | Add +252.5% | 522,675 | $28.0M |
| Royal Bank of Canada | 0.01% | Add +52.8% | 520,962 | $27.9M |
| Janney Montgomery Scott LLC | 0.08% | Add +16.2% | 507,750 | $27.2M |
| Raymond James Financial Inc. | 0.01% | New | 458,588 | $24.5M |
| Innealta Capital, LLC | 10.74% | Reduce -0.5% | 366,917 | $19.6M |
| Means Investment Co., Inc. | 2.03% | Add +3.1% | 358,030 | $19.2M |
| Fermata Advisors, LLC | 3.23% | New | 333,318 | $17.8M |
| Capital Investment Advisory Services, LLC | 1.50% | Add +3.0% | 312,574 | $16.7M |
| CGN Advisors LLC | 1.61% | Add +15.7% | 306,491 | $16.4M |
| Pine Valley Investments Ltd Liability Co | 1.04% | Add +8.3% | 303,909 | $16.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -7.5% | 274,659 | $14.7M |
| Goldstone Financial Group, LLC | 2.20% | Add +9.9% | 272,027 | $14.6M |
| D.A. Davidson & Co. | 0.12% | New | 268,853 | $14.4M |
| HighTower Advisors, LLC | 0.02% | Add +234.0% | 259,032 | $13.9M |
| Jane Street Group, LLC | 0.02% | Add +1143.0% | 241,811 | $12.9M |
| StoneX Group Inc. | 0.67% | Reduce -13.2% | 228,831 | $12.2M |
| Ruggaard & Associates LLC | 5.32% | Add +0.1% | 227,038 | $12.2M |
| Larson Financial Group LLC | 0.57% | Add +79.3% | 224,017 | $12.0M |
| Cobblestone Asset Management LLC | 6.92% | Add +13.1% | 221,290 | $11.8M |
| Focus Financial Network, Inc. | 0.48% | Reduce -3.7% | 220,881 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 197,800 | $10.6M |
| VestGen Advisors, LLC | 0.47% | — | 191,844 | $10.3M |
| Centurion Wealth Management LLC | 3.20% | No change | 195,852 | $10.2M |
| Pinnacle Wealth Management, LLC | 11.49% | New | 190,615 | $10.2M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +26.9% | 185,014 | $9.9M |
| Royal Harbor Partners, LLC | 3.41% | Add +3.5% | 164,649 | $8.8M |
| Opes Wealth Management LLC | 1.68% | New | 155,340 | $8.3M |
| Peterson Wealth Advisors, LLC | 1.57% | Add +4.2% | 152,771 | $8.1M |
| Mariner, LLC | 0.01% | Reduce -8.9% | 151,642 | $8.1M |
| Jones Financial Companies LLLP | 0.01% | Add +54.8% | 150,614 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Add +185.7% | 143,084 | $7.7M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +7.0% | 134,132 | $7.2M |
| Guided Capital Wealth Management, LLC | 5.95% | New | 133,095 | $7.1M |
| Aveo Capital Partners, LLC | 1.14% | Add +6.6% | 129,610 | $6.9M |
| Essex Financial Services, Inc. | 0.49% | Add +13.3% | 128,322 | $6.9M |
| AGH Wealth Advisors, LLC | 5.85% | Reduce -17.6% | 113,203 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.3% | 110,841 | $5.9M |
| Cooper Financial Group | 0.77% | Reduce -3.1% | 109,179 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +258.4% | 106,035 | $5.7M |
| Cwm, LLC | 0.02% | Add +12.1% | 104,699 | $5.6M |
| Gallacher Capital Management LLC | 2.69% | Add +11.9% | 103,250 | $5.5M |
| Tyler-Stone Wealth Management | 0.97% | Add +8.1% | 100,677 | $5.4M |
| Yarger Wealth Strategies, LLC | 3.07% | Reduce -4.9% | 98,355 | $5.3M |
| Vawter Financial, Ltd. | 2.81% | Add +44.4% | 93,812 | $5.0M |
| Insight Wealth Partners, LLC | 2.83% | Reduce -0.7% | 87,936 | $4.7M |
| Parallel Advisors, LLC | 0.10% | Reduce -17.1% | 85,309 | $4.6M |
| Martin Worley Group | 2.38% | Add +17.9% | 77,955 | $4.2M |
| Eldridge Investment Advisors, Inc. | 0.94% | New | 76,046 | $4.1M |
| NewEdge Advisors, LLC | 0.02% | Add +40.5% | 74,880 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +191.3% | 65,710 | $3.5M |
| Advisor Resource Council | 0.27% | New | 63,445 | $3.4M |
| Compass Financial Group, Inc. | 1.67% | Reduce -1.7% | 60,748 | $3.3M |
| Rosenblum Silverman Sutton S F Inc. | 0.88% | Add +12.5% | 59,855 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | New | 57,010 | $3.1M |
| Cedar Mountain Advisors, LLC | 0.66% | Add +6.8% | 54,646 | $2.9M |
| KWB Wealth | 0.35% | Add +517.4% | 54,759 | $2.9M |
| Axxcess Wealth Management, LLC | 0.08% | Add +23.8% | 51,490 | $2.8M |
| OmniStar Financial Group, Inc. | 1.96% | New | 46,360 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -7.9% | 40,612 | $2.2M |
| Northwest Financial Advisors | 1.80% | Add +34.5% | 40,531 | $2.2M |
| RFG Advisory, LLC | 0.06% | New | 39,036 | $2.1M |
| Legacy Wealth Managment, LLC | 1.50% | New | 38,652 | $2.1M |
| Western Wealth Management, LLC | 0.13% | Add +242.0% | 35,231 | $1.9M |
| Vienna Asset Management LLC | 1.42% | Reduce -11.9% | 33,602 | $1.8M |
| Silverlake Wealth Management LLC | 0.66% | Add +23.0% | 32,318 | $1.7M |
| USAdvisors Wealth Management, LLC | 0.54% | Add +20.4% | 29,142 | $1.6M |
| Prospera Financial Services Inc | 0.03% | New | 25,713 | $1.4M |
| Avaii Wealth Management, LLC | 0.67% | Reduce -92.3% | 23,320 | $1.2M |
| GWN Securities Inc. | 0.07% | New | 23,298 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +89.7% | 21,866 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -18.9% | 20,693 | $1.1M |
| Sterling Investment Advisors, Ltd. | 0.26% | Add +33.9% | 19,960 | $1.1M |
| US Bancorp \de | 0.00% | Add +566.2% | 17,788 | $952K |
| MN Wealth Advisors, LLC | 0.51% | Add +6.6% | 16,087 | $861K |
| Ascent Group, LLC | 0.04% | Add +85.2% | 15,795 | $845K |
| IFG Advisory, LLC | 0.04% | New | 14,954 | $800K |
| Aurdan Capital Management, LLC | 0.29% | New | 14,401 | $771K |
| Blue Trust, Inc. | 0.01% | Add +361.2% | 13,835 | $740K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +4.9% | 13,091 | $701K |
| Beam Wealth Advisors, Inc. | 0.21% | Add +1.0% | 11,861 | $635K |
| Regal Investment Advisors LLC | 0.05% | Add +31.0% | 11,641 | $623K |
| Chapin Davis, Inc. | 0.21% | New | 11,315 | $606K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 10,837 | $580K |
| WBH Advisory Inc. | 0.05% | Reduce -10.9% | 9,870 | $528K |
| Total Clarity Wealth Management, Inc. | 0.17% | No change | 9,889 | $517K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -1.0% | 9,415 | $504K |
| Archer Investment Corp | 0.13% | New | 9,207 | $493K |
| TrueWealth Advisors, LLC | 0.16% | New | 9,084 | $486K |
| Truist Financial Corp. | 0.00% | Reduce -68.8% | 8,991 | $481K |
| Twin Peaks Wealth Advisors, LLC | 0.21% | Add +23.2% | 8,890 | $470K |
| Coordinated Financial Services, Inc. | 0.33% | — | 7,851 | $420K |
| Sutton Place Investors LLC | 0.27% | Reduce -9.0% | 7,482 | $400K |
| Focus Partners Wealth | 0.00% | Add +0.9% | 7,470 | $400K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,422 | $397K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Reduce -59.4% | 6,925 | $371K |
| SFG Wealth Management, LLC. | 0.17% | New | 6,632 | $355K |
| GGM Financial LLC | 0.23% | New | 6,291 | $337K |
| Triad Wealth Partners, LLC | 0.10% | Reduce -9.8% | 6,208 | $332K |
| WESPAC Advisors, LLC | 0.22% | New | 5,116 | $274K |
| Taylor & Morgan Wealth Management, LLC | 0.20% | New | 4,911 | $263K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Reduce -5.5% | 4,659 | $249K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,496 | $241K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | New | 4,362 | $233K |
| Private Trust Co. NA | 0.02% | Add +9.8% | 4,352 | $233K |
| Forge Financial Services LLC | 0.20% | Add +0.1% | 4,230 | $226K |
| Beckerman Institutional, LLC | 0.16% | Add +0.1% | 4,231 | $226K |
| Bond & Devick Financial Network, Inc. | 0.08% | New | 4,060 | $217K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 4,000 | $214K |
| Resolute Wealth Strategies, LLC | 0.12% | No change | 3,856 | $206K |
| NewEdge Wealth, LLC | 0.00% | New | 3,771 | $202K |
| IFP Advisors, Inc | 0.01% | Reduce -1.8% | 3,316 | $177K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,532 | $136K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.3% | 2,379 | $127K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -34.6% | 1,889 | $101K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,531 | $82K |
| Ameriflex Group, Inc. | 0.02% | No change | 1,091 | $58K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -52.7% | 1,022 | $55K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 560 | $30K |
| Farther Finance Advisors, LLC | 0.00% | Add +66.7% | 500 | $27K |
| Cary Street Partners Financial LLC | 0.00% | New | 374 | $20K |
| LGT Financial Advisors LLC | 0.06% | Reduce -9.7% | 352 | $19K |
| Bernard Wealth Management Corp. | 0.01% | No change | 225 | $12K |
| Clark Wealth Partners | 0.01% | No change | 146 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 81 | $4K |
| Clearstead Trust, LLC | 0.00% | New | 80 | $4K |
| UBS Group AG | 0.00% | New | 54 | $3K |
| Spire Wealth Management | 0.00% | No change | 32 | $2K |
| FMR LLC | 0.00% | No change | 8 | $430 |
"% of holder's portfolio" is JBND's weight in each manager's 13F, not the share of JPMorgan Active Bond ETF the manager owns.