JPMorgan Active Bond ETFJBNDETF

13F holders, Q2 2025 (June 30)
174holders +34
43new positions
10sold out
1famous investor
$53.57avg. 13F price*

At the end of Q2 2025, 174 institutions reported holding JPMorgan Active Bond ETF (JBND) in their 13F filings, up 34 from Q1 2025. 43 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($383.5M), Cetera Investment Advisers ($91.1M) and Diversified Portfolios, Inc. ($87.1M). 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

0100200300400 Q1 2024: 30Q1 2024Q2 2024: 50Q2 2024Q3 2024: 73Q3 2024Q4 2024: 116Q4 2024Q1 2025: 140Q1 2025Q2 2025: 174Q2 2025Q3 2025: 213Q3 2025Q4 2025: 274Q4 2025Q1 2026: 311Q1 2026Q2 2026: 327Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions43$160.5M
Exits10$16.4M

All 13F filers, Q1 2025 → Q2 2025: 10,636,619 shares bought and 1,678,983 shares sold, net +8,957,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 174 holders

LPL Financial LLC 0.13% Add +58.2% 7,155,369 $383.5M
Cetera Investment Advisers 0.15% Add +63.7% 1,700,150 $91.1M
Diversified Portfolios, Inc. 8.31% Add +9.0% 1,625,209 $87.1M
Envestnet Asset Management Inc. 0.02% Add +3.4% 1,475,828 $78.7M
Baldwin Wealth Partners LLC 4.89% Reduce -0.6% 1,343,741 $72.0M
Berger Financial Group, Inc 4.41% Add +1.3% 1,266,953 $67.9M
IAG Wealth Partners, LLC 7.03% Reduce -8.2% 991,378 $53.1M
Royal Bank of Canada 0.01% Add +89.7% 988,313 $53.0M
Cwm, LLC 0.18% Add +834.2% 978,086 $52.4M
MML Investors Services, LLC 0.14% Add +20.4% 934,225 $50.1M
Commonwealth Equity Services, LLC 0.07% Add +16.8% 932,398 $50.0M
LVZ, Inc. 5.91% Add +0.8% 920,066 $49.3M
Intrua Financial, LLC 5.06% Reduce -1.5% 657,211 $35.2M
Pallas Capital Advisors LLC 1.25% Reduce -2.5% 612,640 $32.8M
JPMorgan Chase & Co. 0.00% Add +9.1% 570,031 $30.5M
Lifelong Wealth Advisors, Inc. 10.08% New 566,067 $30.3M
Janney Montgomery Scott LLC 0.07% Add +4.8% 532,384 $28.5M
Private Advisor Group, LLC 0.15% Add +668.6% 505,074 $27.1M
CGC Financial Services, LLC 8.02% New 443,166 $23.7M
NewEdge Wealth, LLC 0.36% Add +11146.1% 424,089 $22.7M
Wealth Enhancement Advisory Services, LLC 0.04% Add +50.0% 412,063 $21.9M
Larson Financial Group LLC 0.82% Add +69.4% 379,409 $20.3M
Raymond James Financial Inc. 0.01% Reduce -17.6% 377,875 $20.3M
Sagespring Wealth Partners, LLC 0.43% New 368,452 $19.7M
Means Investment Co., Inc. 1.85% Add +1.7% 364,117 $19.5M
Bank of America Corp. 0.00% New 346,945 $18.6M
Jones Financial Companies LLLP 0.01% Add +117.0% 326,852 $17.5M
Capital Investment Advisory Services, LLC 1.39% Add +1.1% 316,167 $16.9M
Pine Valley Investments Ltd Liability Co 0.96% Add +0.8% 306,311 $16.4M
D.A. Davidson & Co. 0.11% Add +7.3% 288,528 $15.5M
HighTower Advisors, LLC 0.02% Add +9.3% 283,186 $15.2M
StoneX Group Inc. 0.69% Add +15.4% 264,181 $14.2M
CGN Advisors LLC 1.22% Reduce -16.8% 254,980 $13.7M
Kestra Private Wealth Services, LLC 0.19% Add +36.3% 252,157 $13.5M
VestGen Advisors, LLC 0.51% Add +23.5% 236,931 $12.7M
Pinnacle Wealth Management, LLC 10.62% Add +24.3% 236,927 $12.7M
Ruggaard & Associates LLC 4.89% Add +0.1% 227,167 $12.2M
Savvy Advisors, Inc. 0.73% New 205,026 $11.0M
Jane Street Group, LLC 0.02% Reduce -16.0% 203,111 $10.9M
Eldridge Investment Advisors, Inc. 2.25% Add +164.8% 201,405 $10.8M
Citizens Business Bank 2.08% New 199,665 $10.7M
Cobblestone Asset Management LLC 5.52% Reduce -11.5% 195,775 $10.5M
Mariner, LLC 0.01% Add +20.8% 183,168 $9.8M
Centurion Wealth Management LLC 2.81% Reduce -6.5% 183,158 $9.8M
Osaic Holdings, Inc. 0.02% Add +24.4% 177,922 $9.5M
Peterson Wealth Advisors, LLC 1.56% Add +15.3% 176,130 $9.4M
Opes Wealth Management LLC 1.63% Add +10.1% 170,970 $9.2M
Royal Harbor Partners, LLC 3.25% Add +0.9% 166,166 $8.9M
Goldstone Financial Group, LLC 1.08% Reduce -43.2% 154,474 $8.2M
Axxcess Wealth Management, LLC 0.18% Add +174.9% 141,567 $7.6M
Essex Financial Services, Inc. 0.48% Add +5.3% 135,131 $7.2M
Great Valley Advisor Group, Inc. 0.15% Reduce -3.8% 128,997 $6.9M
Guided Capital Wealth Management, LLC 5.29% Reduce -3.7% 128,188 $6.9M
AGH Wealth Advisors, LLC 5.25% Add +4.9% 118,797 $6.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +9.7% 116,289 $6.2M
Baird Financial Group, Inc. 0.01% Add +1.7% 112,727 $6.0M
Cooper Financial Group 0.68% Reduce -1.5% 107,522 $5.8M
KWB Wealth 0.70% Add +95.3% 106,932 $5.7M
Gallacher Capital Management LLC 2.64% Add +3.3% 106,630 $5.7M
Mattern Capital Management, LLC 0.67% New 104,228 $5.6M
Tyler-Stone Wealth Management 0.89% Add +2.0% 102,707 $5.5M
Global Retirement Partners, LLC 0.13% — 95,268 $5.1M
Insight Wealth Partners, LLC 2.81% Add +7.4% 94,436 $5.1M
Yarger Wealth Strategies, LLC 2.59% Reduce -6.0% 92,505 $5.0M
WBH Advisory Inc. 0.41% Add +816.4% 90,445 $4.8M
Martin Worley Group 2.36% Add +15.4% 89,954 $4.8M
Parallel Advisors, LLC 0.09% Reduce -1.0% 84,463 $4.5M
Integrated Wealth Concepts LLC 0.05% Add +47.1% 83,883 $4.5M
Rosenblum Silverman Sutton S F Inc. 1.08% Add +38.7% 83,010 $4.4M
Sovran Advisors, LLC 0.42% New 75,302 $4.0M
ERn Financial, LLC 0.84% New 74,137 $4.0M
NewEdge Advisors, LLC 0.02% Reduce -2.6% 72,915 $3.9M
IFG Advisory, LLC 0.17% Add +325.4% 63,621 $3.4M
Atria Investments, Inc 0.04% New 63,469 $3.4M
Defined Financial Planning LLC 2.95% New 62,911 $3.3M
Compass Financial Group, Inc. 1.63% Reduce -0.2% 60,634 $3.2M
Sigma Planning Corp 0.10% New 60,046 $3.2M
OmniStar Financial Group, Inc. 2.16% Add +16.3% 53,937 $2.9M
Cedar Mountain Advisors, LLC 0.59% Reduce -2.8% 53,096 $2.8M
WESPAC Advisors, LLC 1.94% Add +911.8% 51,762 $2.8M
Ashton Thomas Private Wealth, LLC 0.09% Add +22.9% 49,914 $2.7M
Foster Victor Wealth Advisors, LLC 0.18% New 49,975 $2.7M
IFP Advisors, Inc 0.07% Add +1368.5% 48,695 $2.6M
Innealta Capital, LLC 1.26% Reduce -87.8% 44,591 $2.4M
Fermata Advisors, LLC 0.62% Reduce -87.0% 43,291 $2.3M
Evernest Financial Advisors, LLC 0.73% New 41,939 $2.2M
Northwest Financial Advisors 3.13% Add +3.4% 41,915 $2.2M
Sollinda Capital Management LLC 0.58% New 41,810 $2.2M
Legacy Investment Solutions, LLC 1.18% — 41,462 $2.2M
Legacy Wealth Managment, LLC 1.18% Add +7.3% 41,462 $2.2M
RFG Advisory, LLC 0.05% Add +5.5% 41,181 $2.2M
Vienna Asset Management LLC 1.50% Add +20.8% 40,577 $2.2M
Western Wealth Management, LLC 0.13% Add +13.8% 40,075 $2.1M
Beam Wealth Advisors, Inc. 0.64% Add +235.5% 39,793 $2.1M
Essex LLC 0.38% New 36,400 $2.0M
Vestmark Advisory Solutions, Inc. 0.03% New 35,213 $1.9M
Silverlake Wealth Management LLC 0.54% Add +6.8% 34,505 $1.8M
Equitable Holdings, Inc. 0.02% Add +56.5% 34,216 $1.8M
USAdvisors Wealth Management, LLC 0.65% Add +11.7% 32,554 $1.7M
Prospera Financial Services Inc 0.03% Add +16.4% 29,935 $1.6M

"% of holder's portfolio" is JBND's weight in each manager's 13F, not the share of JPMorgan Active Bond ETF the manager owns.

Show all 174 holders