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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $510.0M |
| Exits | 8 | $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 |
| Wells Fargo & Company | 0.00% | New | 52,800 | $2.9M |
| AE Wealth Management LLC | 0.02% | Add +363.9% | 52,049 | $2.8M |
| Ascent Group, LLC | 0.10% | Add +194.2% | 51,134 | $2.8M |
| Foster Victor Wealth Advisors, LLC | 0.17% | Reduce -1.6% | 49,151 | $2.7M |
| Evernest Financial Advisors, LLC | 0.70% | Add +10.8% | 46,460 | $2.5M |
| Innealta Capital, LLC | 1.20% | Reduce -0.5% | 44,378 | $2.4M |
| Natixis Advisors, LLC | 0.00% | New | 43,943 | $2.4M |
| Northwest Financial Advisors | 2.95% | Add +1.1% | 42,390 | $2.3M |
| Western Wealth Management, LLC | 0.12% | Add +0.7% | 40,340 | $2.2M |
| Focus Financial Network, Inc. | 0.07% | Add +49.0% | 38,119 | $2.1M |
| Legacy Wealth Managment, LLC | 0.91% | Reduce -10.9% | 36,947 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Add +23.4% | 36,924 | $2.0M |
| Silverlake Wealth Management LLC | 0.49% | Add +6.9% | 36,881 | $2.0M |
| USAdvisors Wealth Management, LLC | 0.69% | Add +12.8% | 36,705 | $2.0M |
| Flow Traders U.S. LLC | 0.08% | New | 35,953 | $1.9M |
| Archer Investment Corp | 0.37% | Add +41.1% | 30,611 | $1.7M |
| Peck Wealth Management, LLC | 1.47% | — | 28,380 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +6.7% | 28,062 | $1.5M |
| Avaii Wealth Management, LLC | 0.57% | Add +21.8% | 27,643 | $1.5M |
| GWN Securities Inc. | 0.35% | Add +29.4% | 27,624 | $1.5M |
| Aurdan Capital Management, LLC | 0.44% | Add +49.1% | 25,622 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +11.2% | 24,513 | $1.3M |
| Sterling Investment Advisors, Ltd. | 0.24% | Add +3.7% | 22,610 | $1.2M |
| ORG Partners LLC | 0.22% | Add +74.0% | 21,414 | $1.2M |
| GGM Financial LLC | 0.54% | Add +64.9% | 19,922 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +27.6% | 19,315 | $1.0M |
| Blue Trust, Inc. | 0.01% | Reduce -3.2% | 19,090 | $1.0M |
| Silver Grove Financial Group, Inc. | 0.93% | — | 18,169 | $984K |
| Inspire Advisors, LLC | 0.09% | Reduce -19.1% | 17,329 | $939K |
| Stifel Financial Corp. | 0.00% | Add +62.4% | 17,246 | $934K |
| US Bancorp \de | 0.00% | Reduce -35.3% | 16,925 | $917K |
| Coppell Advisory Solutions LLC | 0.09% | Add +39.8% | 16,445 | $890K |
| WCG Wealth Advisors LLC | 0.05% | New | 15,589 | $844K |
| Regal Investment Advisors LLC | 0.05% | Add +27.6% | 15,122 | $819K |
| Kingsview Wealth Management, LLC | 0.01% | Add +231.6% | 14,191 | $769K |
| AQR Capital Management | 0.00% | No change | 14,036 | $760K |
| MN Wealth Advisors, LLC | 0.41% | Reduce -9.4% | 14,034 | $760K |
| Richard P Slaughter Associates Inc | 0.16% | New | 13,766 | $746K |
| &partners | 0.00% | New | 13,291 | $734K |
| Balentine LLC | 0.03% | New | 13,512 | $732K |
| TrueWealth Advisors, LLC | 0.19% | Add +12.6% | 12,656 | $685K |
| Total Clarity Wealth Management, Inc. | 0.17% | Add +4.1% | 11,864 | $643K |
| Private Trust Co. NA | 0.06% | Add +10.0% | 11,772 | $638K |
| Chapin Davis, Inc. | 0.15% | No change | 11,315 | $613K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -15.6% | 11,243 | $609K |
| Twin Peaks Wealth Advisors, LLC | 0.20% | Add +11.9% | 11,009 | $596K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | New | 10,220 | $554K |
| Renaissance Technologies | 0.00% | New | 10,088 | $546K |
| Summit Wealth Partners, LLC | 0.09% | No change | 9,596 | $520K |
| Visionary Wealth Advisors | 0.02% | Add +52.1% | 9,403 | $509K |
| Madison Park Capital Advisors, LLC | 0.41% | New | 9,302 | $504K |
| Capital Advisors Wealth Management, LLC | 0.07% | New | 9,168 | $497K |
| Kestra Advisory Services, LLC | 0.00% | Add +49.2% | 9,068 | $491K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 9,057 | $491K |
| IHT Wealth Management, LLC | 0.01% | New | 8,123 | $440K |
| Triad Wealth Partners, LLC | 0.06% | Reduce -11.9% | 8,083 | $438K |
| Sutton Place Investors LLC | 0.24% | Add +10.9% | 7,857 | $426K |
| Resolute Wealth Strategies, LLC | 0.19% | Add +31.9% | 7,723 | $418K |
| Coordinated Financial Services, Inc. | 0.25% | Reduce -8.6% | 7,179 | $389K |
| 5T Wealth, LLC | 0.17% | New | 7,100 | $385K |
| Fortis Group Advisors, LLC | 0.07% | Reduce -53.1% | 7,053 | $383K |
| Principal Securities, Inc. | 0.01% | Add +408.6% | 7,060 | $382K |
| Focus Partners Wealth | 0.00% | Reduce -34.4% | 6,609 | $358K |
| Greykasell Wealth Strategies, Inc. | 0.15% | New | 6,589 | $357K |
| Betterment LLC | 0.00% | New | 6,339 | $343K |
| Newman Dignan & Sheerar, Inc. | 0.07% | No change | 5,925 | $321K |
| Fortitude Financial, LLC | 0.26% | New | 5,778 | $313K |
| Nwam LLC | 0.02% | Add +28.6% | 5,664 | $310K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,612 | $304K |
| Mgo One Seven LLC | 0.01% | New | 5,567 | $302K |
| Old Mission Capital LLC | 0.01% | New | 5,390 | $292K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 5,345 | $289K |
| Pinnacle Associates Ltd. | 0.00% | New | 5,345 | $289K |
| Vienna Asset Management LLC | 0.16% | Reduce -87.7% | 4,978 | $270K |
| Taylor & Morgan Wealth Management, LLC | 0.16% | No change | 4,911 | $266K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 4,900 | $265K |
| Ignite Planners, LLC | 0.04% | Add +12.0% | 4,654 | $252K |
| Latitude Advisors, LLC | 0.11% | Reduce -0.3% | 4,553 | $247K |
| Morgan Stanley | 0.00% | New | 4,344 | $235K |
| High Falls Advisors, Inc | 0.05% | Add +11.0% | 4,323 | $234K |
| Fermata Advisors, LLC | 0.06% | Reduce -90.0% | 4,319 | $234K |
| Beckerman Institutional, LLC | 0.14% | Add +0.1% | 4,237 | $229K |
| Prospect Financial Services LLC | 0.13% | No change | 4,135 | $224K |
| Plan Group Financial, LLC | 0.06% | New | 4,132 | $224K |
| Lake Street Private Wealth, LLC | 0.03% | New | 4,125 | $223K |
| Bond & Devick Financial Network, Inc. | 0.07% | Add +0.6% | 4,084 | $221K |
| Fifth Third Securities, Inc. | 0.01% | New | 4,053 | $220K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.1% | 3,980 | $216K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,855 | $209K |
| Cary Street Partners Investment Advisory LLC | 0.07% | Reduce -8.7% | 3,200 | $173K |
| Geneos Wealth Management Inc. | 0.00% | Add +28.2% | 2,717 | $147K |
| AdvisorNet Financial, Inc | 0.01% | Add +141.3% | 2,367 | $128K |
| Cary Street Partners Financial LLC | 0.00% | Add +10.2% | 2,121 | $115K |
| KERR FINANCIAL PLANNING Corp | 0.16% | — | 2,116 | $115K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -10.6% | 1,689 | $91K |
| Assetmark, Inc. | 0.00% | Add +51.4% | 1,550 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +512.3% | 1,390 | $75K |
| National Bank of Canada | 0.00% | New | 1,361 | $74K |
| Advisory Services Network, LLC | 0.00% | New | 1,213 | $66K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 1,209 | $65K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Add +29.2% | 1,030 | $56K |
| Signaturefd, LLC | 0.00% | New | 750 | $41K |
| Cornerstone Planning Group LLC | 0.01% | New | 695 | $38K |
| True Wealth Design, LLC | 0.01% | New | 658 | $36K |
| Farther Finance Advisors, LLC | 0.00% | No change | 500 | $27K |
| Aptus Capital Advisors, LLC | 0.00% | New | 475 | $26K |
| LGT Financial Advisors LLC | 0.04% | Add +12.1% | 381 | $21K |
| Tripletail Wealth Management, LLC | 0.02% | New | 300 | $16K |
| Bernard Wealth Management Corp. | 0.01% | No change | 225 | $12K |
| Clark Wealth Partners | 0.00% | No change | 146 | $8K |
| Colonial Trust Co / SC | 0.00% | New | 79 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 56 | $3K |
| FMR LLC | 0.00% | No change | 9 | $46 |
"% of holder's portfolio" is JBND's weight in each manager's 13F, not the share of JPMorgan Active Bond ETF the manager owns.