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
Bleakley Financial Group, LLC 0.04% New 29,542 $1.6M
Prime Capital Investment Advisors, LLC 0.02% New 26,303 $1.4M
US Bancorp \de 0.00% Add +47.1% 26,168 $1.4M
Focus Financial Network, Inc. 0.05% Reduce -88.4% 25,584 $1.4M
Avaii Wealth Management, LLC 0.54% Reduce -2.7% 22,700 $1.2M
Truist Financial Corp. 0.00% Add +145.3% 22,051 $1.2M
Sterling Investment Advisors, Ltd. 0.26% Add +9.3% 21,810 $1.2M
Archer Investment Corp 0.28% Add +135.6% 21,693 $1.2M
Inspire Advisors, LLC 0.12% New 21,410 $1.1M
GWN Securities Inc. 0.21% Reduce -8.4% 21,342 $1.1M
Blue Trust, Inc. 0.01% Add +42.5% 19,718 $1.1M
Ascent Group, LLC 0.04% Add +10.0% 17,380 $931K
Aurdan Capital Management, LLC 0.31% Add +19.3% 17,185 $921K
MN Wealth Advisors, LLC 0.48% Reduce -3.7% 15,486 $830K
Robertson Stephens Wealth Management, LLC 0.03% New 15,134 $811K
Fortis Group Advisors, LLC 0.15% New 15,034 $802K
Vawter Financial, Ltd. 8.53% Reduce -85.0% 14,098 $756K
AQR Capital Management 0.00% Reduce -32.2% 14,036 $752K
Beaumont Financial Advisors, LLC 0.05% Add +1.8% 13,323 $714K
ORG Partners LLC 0.14% New 12,304 $657K
GGM Financial LLC 0.38% Add +92.0% 12,078 $647K
Regal Investment Advisors LLC 0.05% Add +1.8% 11,851 $635K
Coppell Advisory Solutions LLC 0.07% New 11,763 $628K
Total Clarity Wealth Management, Inc. 0.17% Add +15.3% 11,400 $611K
Chapin Davis, Inc. 0.17% No change 11,315 $606K
TrueWealth Advisors, LLC 0.18% Add +23.7% 11,240 $602K
AE Wealth Management LLC 0.00% New 11,221 $601K
Private Trust Co. NA 0.05% Add +145.9% 10,702 $574K
Stifel Financial Corp. 0.00% New 10,617 $569K
Focus Partners Wealth 0.00% Add +34.8% 10,068 $540K
Twin Peaks Wealth Advisors, LLC 0.17% Add +10.6% 9,836 $526K
Summit Wealth Partners, LLC 0.10% New 9,596 $514K
Triad Wealth Partners, LLC 0.10% Add +47.7% 9,171 $491K
Waypoint Wealth Partners Inc. 0.11% New 8,194 $439K
Coordinated Financial Services, Inc. 0.30% — 7,851 $421K
Sutton Place Investors LLC 0.23% Reduce -5.3% 7,087 $380K
Visionary Wealth Advisors 0.02% New 6,183 $331K
Kestra Advisory Services, LLC 0.00% Add +35.2% 6,078 $326K
Newman Dignan & Sheerar, Inc. 0.07% Reduce -14.4% 5,925 $318K
Resolute Wealth Strategies, LLC 0.17% Add +51.9% 5,856 $314K
Sanctuary Advisors, LLC 0.00% New 5,770 $309K
Compound Planning, Inc. 0.01% New 5,468 $293K
Taylor & Morgan Wealth Management, LLC 0.18% No change 4,911 $263K
Quadrant Private Wealth Management, LLC 0.05% Add +22.5% 4,900 $263K
Latitude Advisors, LLC 0.12% New 4,569 $245K
Nwam LLC 0.01% New 4,404 $235K
Kingsview Wealth Management, LLC 0.00% New 4,279 $229K
Beckerman Institutional, LLC 0.15% Add +0.1% 4,234 $227K
Envestnet Portfolio Solutions, Inc. 0.00% New 4,151 $222K
Prospect Financial Services LLC 0.14% New 4,135 $222K
Ignite Planners, LLC 0.04% New 4,156 $220K
Bond & Devick Financial Network, Inc. 0.07% No change 4,060 $218K
High Falls Advisors, Inc 0.05% New 3,895 $209K
Cary Street Partners Investment Advisory LLC 0.09% Reduce -24.8% 3,506 $188K
Harbour Investments, Inc. 0.00% Add +21.5% 2,890 $155K
Geneos Wealth Management Inc. 0.00% Add +107.4% 2,120 $114K
Cary Street Partners Financial LLC 0.00% Add +414.7% 1,925 $103K
JFS Wealth Advisors, LLC 0.01% No change 1,889 $101K
Principal Securities, Inc. 0.00% New 1,388 $74K
Assetmark, Inc. 0.00% New 1,024 $55K
AdvisorNet Financial, Inc 0.00% New 981 $53K
Ameriflex Group, Inc. 0.03% Reduce -14.6% 932 $50K
Mark Sheptoff Financial Planning, LLC 0.02% Add +42.3% 797 $43K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -67.2% 503 $27K
Farther Finance Advisors, LLC 0.00% No change 500 $27K
Parkside Financial Bank & Trust 0.00% New 450 $24K
LGT Financial Advisors LLC 0.05% Reduce -3.4% 340 $18K
Steward Partners Investment Advisory, LLC 0.00% Add +180.3% 227 $12K
Bernard Wealth Management Corp. 0.01% No change 225 $12K
Clark Wealth Partners 0.01% No change 146 $8K
CoreCap Advisors, LLC 0.00% New 102 $5K
Clearstead Trust, LLC 0.00% Reduce -30.0% 56 $3K
Spire Wealth Management 0.00% Add +3.1% 33 $2K
FMR LLC 0.00% Add +12.5% 9 $446

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