JPMorgan Active Bond ETFJBNDETF

13F holders, Q3 2025 (September 30)
213holders +39
47new positions
8sold out
2famous investors
$54.16avg. 13F price*

At the end of Q3 2025, 213 institutions reported holding JPMorgan Active Bond ETF (JBND) in their 13F filings, up 39 from Q2 2025. 47 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($461.4M), Captrust Financial Advisors ($226.5M) and Cetera Investment Advisers ($120.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions47$510.0M
Exits8$6.7M

All 13F filers, Q2 2025 → Q3 2025: 18,484,036 shares bought and 798,143 shares sold, net +17,685,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 213 holders

LPL Financial LLC 0.13% Add +19.1% 8,518,793 $461.4M
Captrust Financial Advisors 0.46% New 4,181,869 $226.5M
Cetera Investment Advisers 0.14% Add +30.7% 2,221,604 $120.3M
Private Advisor Group, LLC 0.53% Add +293.8% 1,988,733 $107.7M
Diversified Portfolios, Inc. 8.69% Add +11.8% 1,817,562 $98.4M
Baldwin Wealth Partners LLC 4.95% Add +4.4% 1,402,872 $76.0M
Ameriprise Financial Inc. 0.02% New 1,340,050 $72.7M
Summit Financial, LLC 1.08% New 1,301,813 $70.5M
Berger Financial Group, Inc 4.17% Add +1.4% 1,285,301 $69.6M
JPMorgan Chase & Co. 0.00% Add +111.4% 1,205,117 $65.3M
IAG Wealth Partners, LLC 7.67% Add +19.0% 1,179,736 $63.9M
Envestnet Asset Management Inc. 0.02% Reduce -22.1% 1,149,846 $62.3M
Royal Bank of Canada 0.01% Add +10.4% 1,091,419 $59.1M
Commonwealth Equity Services, LLC 0.08% Add +16.5% 1,086,246 $58.8M
MML Investors Services, LLC 0.15% Add +14.0% 1,064,882 $57.7M
Cwm, LLC 0.17% Add +7.8% 1,054,527 $57.1M
Raymond James Financial Inc. 0.02% Add +171.6% 1,026,382 $55.6M
Bridgewater Advisors Inc. 3.71% New 987,398 $53.5M
LVZ, Inc. 5.70% Add +0.7% 926,477 $50.2M
Bank of America Corp. 0.00% Add +94.5% 674,817 $36.5M
Intrua Financial, LLC 4.27% Add +2.5% 673,748 $36.5M
Lifelong Wealth Advisors, Inc. 10.29% Add +12.7% 637,907 $34.5M
Pallas Capital Advisors LLC 1.25% Add +2.0% 624,973 $33.8M
Jones Financial Companies LLLP 0.02% Add +77.8% 581,181 $31.4M
Janney Montgomery Scott LLC 0.07% Add +8.5% 577,483 $31.3M
Larson Financial Group LLC 1.04% Add +44.2% 547,165 $29.6M
Sagespring Wealth Partners, LLC 0.57% Add +46.0% 537,891 $29.1M
NewEdge Wealth, LLC 0.36% Add +9.3% 463,479 $25.0M
CGC Financial Services, LLC 6.62% Add +0.1% 443,529 $24.0M
Essex LLC 4.16% Add +1064.1% 423,720 $22.9M
Means Investment Co., Inc. 1.88% Add +9.9% 400,011 $21.7M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -6.3% 386,302 $20.9M
Ocean Park Asset Management, LLC 0.79% New 351,700 $19.0M
Capital Investment Advisory Services, LLC 1.47% Add +8.1% 341,662 $18.5M
Pine Valley Investments Ltd Liability Co 0.90% Add +3.8% 318,017 $17.2M
Spire Wealth Management 0.55% Add +900615.2% 297,236 $16.1M
D.A. Davidson & Co. 0.10% Add +1.9% 294,006 $15.9M
HighTower Advisors, LLC 0.02% Add +3.4% 292,848 $15.9M
Smithbridge Asset Management Inc. 2.25% New 285,340 $15.5M
Peterson Wealth Advisors, LLC 2.28% Add +59.9% 281,646 $15.2M
CGN Advisors LLC 1.23% Add +8.1% 275,735 $14.9M
Kestra Private Wealth Services, LLC 0.19% Add +8.3% 273,023 $14.8M
Sonoma Allocations LLC 5.30% — 267,032 $14.6M
Pinnacle Wealth Management, LLC 9.70% Add +12.0% 265,398 $14.4M
StoneX Group Inc. 0.56% Reduce -9.6% 238,916 $12.9M
VestGen Advisors, LLC 0.43% Add +0.7% 238,558 $12.9M
Ruggaard & Associates LLC 4.66% Add +1.3% 230,077 $12.5M
Osaic Holdings, Inc. 0.02% Add +28.2% 228,172 $12.3M
Eldridge Investment Advisors, Inc. 2.66% Add +7.0% 215,585 $11.7M
Savvy Advisors, Inc. 0.52% Add +2.7% 210,526 $11.4M
Citizens Business Bank 1.89% Add +4.5% 208,653 $11.3M
NewEdge Advisors, LLC 0.05% Add +181.7% 205,365 $11.1M
Mariner, LLC 0.01% Add +1.4% 185,732 $10.1M
Opes Wealth Management LLC 1.75% Add +7.1% 183,180 $9.9M
Integrated Wealth Concepts LLC 0.09% Add +117.1% 182,103 $9.9M
Centurion Wealth Management LLC 2.23% Reduce -1.7% 180,056 $9.8M
Goldstone Financial Group, LLC 1.14% Add +15.6% 178,633 $9.7M
Dynasty Wealth Management, LLC 0.12% New 170,521 $9.2M
Cobblestone Asset Management LLC 4.21% Reduce -13.3% 169,802 $9.2M
Cambridge Investment Research Advisors, Inc. 0.02% Add +42.5% 165,736 $9.0M
Royal Harbor Partners, LLC 3.02% Reduce -0.9% 164,687 $8.9M
Axxcess Wealth Management, LLC 0.18% Add +11.9% 158,415 $8.6M
KWB Wealth 0.91% Add +43.8% 153,714 $8.2M
Goldman Sachs Group Inc. 0.00% New 147,818 $8.0M
Global Retirement Partners, LLC 0.18% Add +51.6% 144,425 $7.8M
Essex Financial Services, Inc. 0.46% Add +5.2% 142,107 $7.7M
Rosenblum Silverman Sutton S F Inc. 1.71% Add +66.0% 137,825 $7.5M
Vawter Financial, Ltd. 3.32% Add +858.1% 135,077 $7.3M
WBH Advisory Inc. 0.56% Add +49.0% 134,782 $7.3M
Guided Capital Wealth Management, LLC 6.20% Add +4.2% 133,545 $7.2M
Great Valley Advisor Group, Inc. 0.14% Add +1.6% 131,096 $7.1M
Harbour Investments, Inc. 0.15% Add +4138.9% 122,503 $6.6M
Cooper Financial Group 0.72% Add +11.1% 119,502 $6.5M
Moneta Group Investment Advisors LLC 0.05% New 118,042 $6.4M
Baird Financial Group, Inc. 0.01% Add +3.6% 116,787 $6.3M
AGH Wealth Advisors, LLC 4.63% Reduce -1.8% 116,639 $6.3M
Insight Wealth Partners, LLC 2.75% Add +21.7% 114,961 $6.2M
Gallacher Capital Management LLC 2.34% Add +2.6% 109,390 $5.9M
Mattern Capital Management, LLC 0.67% Add +1.1% 105,351 $5.7M
Tandem Financial, LLC 2.12% New 104,880 $5.7M
Sequoia Financial Advisors, LLC 0.03% New 100,298 $5.4M
Yarger Wealth Strategies, LLC 2.33% Add +1.4% 93,783 $5.1M
Sovran Advisors, LLC 0.45% Add +23.8% 93,243 $5.1M
Sanctuary Advisors, LLC 0.03% Add +1504.6% 92,584 $5.0M
WESPAC Advisors, LLC 2.92% Add +78.5% 92,396 $5.0M
ERn Financial, LLC 0.86% Add +8.9% 80,725 $4.4M
Parallel Advisors, LLC 0.08% Reduce -5.5% 79,849 $4.3M
Sigma Planning Corp 0.12% Add +27.1% 76,315 $4.1M
IFG Advisory, LLC 0.19% Add +19.7% 76,172 $4.1M
Atria Investments, Inc 0.05% Add +17.4% 74,493 $4.0M
Defined Financial Planning LLC 3.34% Add +18.5% 74,543 $4.0M
Equitable Holdings, Inc. 0.03% Add +116.8% 74,194 $4.0M
RFG Advisory, LLC 0.07% Add +57.8% 64,995 $3.5M
Compass Financial Group, Inc. 1.45% Reduce -1.8% 59,540 $3.2M
Cedar Mountain Advisors, LLC 0.63% Add +11.8% 59,335 $3.2M
IFP Advisors, Inc 0.08% Add +20.9% 58,899 $3.2M
Jane Street Group, LLC 0.00% Reduce -72.1% 56,598 $3.1M
Bleakley Financial Group, LLC 0.07% Add +88.9% 55,806 $3.0M
Ashton Thomas Private Wealth, LLC 0.08% Add +7.6% 53,721 $2.9M
OmniStar Financial Group, Inc. 1.76% Reduce -0.8% 53,506 $2.9M

"% 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 213 holders