JPMorgan Active Bond ETFJBNDETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 274 institutions reported holding JPMorgan Active Bond ETF (JBND) in their 13F filings, up 61 from Q3 2025. 61 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($709.4M), Allworth Financial LP ($324.5M) and Captrust Financial Advisors ($250.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $527.5M |
| Exits | 14 | $15.7M |
All 13F filers, Q3 2025 → Q4 2025: 34,583,748 shares bought and 821,824 shares sold, net +33,761,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| LPL Financial LLC | 0.19% | Add +54.0% | 13,119,154 | $709.4M |
| Allworth Financial LP | 1.33% | New | 6,001,353 | $324.5M |
| Captrust Financial Advisors | 0.48% | Add +10.6% | 4,623,078 | $250.0M |
| Ameriprise Financial Inc. | 0.05% | Add +183.8% | 3,803,121 | $205.6M |
| JPMorgan Chase & Co. | 0.01% | Add +158.1% | 3,110,945 | $168.2M |
| Cetera Investment Advisers | 0.18% | Add +35.6% | 3,013,673 | $162.9M |
| Bank of America Corp. | 0.01% | Add +325.1% | 2,868,779 | $155.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +130.2% | 2,646,574 | $143.1M |
| Private Advisor Group, LLC | 0.67% | Add +32.3% | 2,630,270 | $142.2M |
| Janney Montgomery Scott LLC | 0.25% | Add +255.7% | 2,054,089 | $111.1M |
| Diversified Portfolios, Inc. | 8.65% | Add +5.7% | 1,921,439 | $103.9M |
| Royal Bank of Canada | 0.01% | Add +36.3% | 1,487,107 | $80.4M |
| Baldwin Wealth Partners LLC | 5.04% | Add +3.8% | 1,456,617 | $78.8M |
| Vestmark Advisory Solutions, Inc. | 1.03% | New | 1,408,140 | $76.1M |
| MML Investors Services, LLC | 0.18% | Add +31.6% | 1,401,713 | $75.8M |
| Raymond James Financial Inc. | 0.02% | Add +34.9% | 1,384,178 | $74.8M |
| Summit Financial, LLC | 1.08% | Add +4.4% | 1,359,312 | $73.7M |
| Commonwealth Equity Services, LLC | 0.10% | Add +24.1% | 1,347,529 | $72.9M |
| Berger Financial Group, Inc | 4.17% | Add +3.6% | 1,331,163 | $72.0M |
| Bridgewater Advisors Inc. | 4.36% | Add +26.2% | 1,245,983 | $67.3M |
| IAG Wealth Partners, LLC | 7.52% | Add +1.8% | 1,200,760 | $64.9M |
| Cwm, LLC | 0.17% | Add +11.8% | 1,178,579 | $63.7M |
| StoneX Group Inc. | 2.26% | Add +300.8% | 957,525 | $52.0M |
| LVZ, Inc. | 5.66% | Add +1.1% | 937,097 | $50.7M |
| Peterson Wealth Advisors, LLC | 6.33% | Add +211.8% | 878,288 | $47.5M |
| Jones Financial Companies LLLP | 0.03% | Add +43.8% | 835,688 | $45.2M |
| Intrua Financial, LLC | 4.24% | Add +6.1% | 714,720 | $38.6M |
| Pallas Capital Advisors LLC | 1.22% | Add +9.3% | 683,422 | $37.0M |
| Lifelong Wealth Advisors, Inc. | 9.36% | Add +2.0% | 650,520 | $35.2M |
| Smithbridge Asset Management Inc. | 2.87% | Add +117.6% | 621,004 | $33.6M |
| Essex LLC | 5.89% | Add +45.0% | 614,394 | $33.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +268.7% | 611,024 | $33.0M |
| Larson Financial Group LLC | 1.10% | Add +11.2% | 608,573 | $32.9M |
| Sagespring Wealth Partners, LLC | 0.54% | Add +2.0% | 548,417 | $29.7M |
| FMR LLC | 0.00% | Add +5712944.4% | 514,174 | $27.8M |
| D.A. Davidson & Co. | 0.17% | Add +69.9% | 499,423 | $27.0M |
| Arlington Financial Advisors, LLC | 3.86% | New | 498,856 | $27.0M |
| Wells Fargo & Company | 0.01% | Add +827.8% | 489,864 | $26.5M |
| NewEdge Wealth, LLC | 0.29% | Add +3.8% | 481,078 | $26.0M |
| Dynasty Wealth Management, LLC | 0.25% | Add +177.7% | 473,515 | $25.6M |
| CGC Financial Services, LLC | 6.51% | Add +1.5% | 450,200 | $24.3M |
| Means Investment Co., Inc. | 1.94% | Add +6.2% | 424,830 | $23.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -4.6% | 368,627 | $19.9M |
| OpenArc Corporate Advisory, LLC | 0.32% | — | 361,721 | $19.6M |
| Capital Investment Advisory Services, LLC | 1.37% | Add +4.8% | 357,905 | $19.4M |
| Ocean Park Asset Management, LLC | 0.89% | No change | 351,700 | $19.0M |
| Osaic Holdings, Inc. | 0.03% | Add +52.3% | 347,456 | $18.8M |
| Pine Valley Investments Ltd Liability Co | 0.88% | Add +3.0% | 327,495 | $17.8M |
| Vawter Financial, Ltd. | 7.44% | Add +141.4% | 326,036 | $17.6M |
| HighTower Advisors, LLC | 0.02% | Add +9.2% | 319,903 | $17.3M |
| Spire Wealth Management | 0.53% | Reduce -2.2% | 290,762 | $15.7M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +4.5% | 285,316 | $15.4M |
| CGN Advisors LLC | 1.20% | Add +1.9% | 281,089 | $15.2M |
| Independence Asset Advisors, LLC | 8.36% | New | 279,465 | $15.2M |
| Peak Financial Advisors LLC | 6.76% | New | 278,276 | $15.0M |
| KWB Wealth | 1.40% | Add +78.1% | 273,771 | $14.8M |
| Pinnacle Wealth Management, LLC | 9.81% | Add +1.6% | 269,526 | $14.6M |
| Eldridge Investment Advisors, Inc. | 3.18% | Add +23.9% | 267,004 | $14.4M |
| Mariner, LLC | 0.02% | Add +42.0% | 263,658 | $14.3M |
| NewEdge Advisors, LLC | 0.05% | Add +12.7% | 231,374 | $12.5M |
| Argo Wealth Advisory, LLC | 7.15% | — | 221,010 | $12.0M |
| Yarger Wealth Strategies, LLC | 5.13% | Add +135.2% | 220,578 | $11.9M |
| Savvy Advisors, Inc. | 0.37% | Reduce 0.0% | 210,525 | $11.4M |
| Citizens Business Bank | 1.87% | Add +0.2% | 209,053 | $11.3M |
| Ruggaard & Associates LLC | 4.40% | Reduce -10.2% | 206,732 | $11.2M |
| Axxcess Wealth Management, LLC | 0.19% | Add +26.6% | 200,500 | $10.8M |
| Goldstone Financial Group, LLC | 1.18% | Add +9.3% | 195,217 | $10.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +106.8% | 191,450 | $10.4M |
| Opes Wealth Management LLC | 1.69% | Add +0.5% | 184,125 | $10.0M |
| WBH Advisory Inc. | 0.73% | Add +35.9% | 183,190 | $9.9M |
| Capital Advisors Wealth Management, LLC | 1.31% | Add +1843.6% | 178,190 | $9.6M |
| Global Retirement Partners, LLC | 0.17% | Add +22.0% | 176,231 | $9.5M |
| Cobblestone Asset Management LLC | 4.12% | Reduce -0.1% | 169,557 | $9.2M |
| Sonoma Allocations LLC | 3.04% | Reduce -36.4% | 169,762 | $9.2M |
| Royal Harbor Partners, LLC | 3.00% | Add +1.9% | 167,825 | $9.1M |
| Echo Wealth Management, LLC | 5.19% | New | 164,419 | $8.9M |
| Guided Capital Wealth Management, LLC | 6.17% | Add +22.0% | 162,936 | $8.8M |
| Centurion Wealth Management LLC | 1.93% | Reduce -9.6% | 162,789 | $8.8M |
| Essex Financial Services, Inc. | 0.49% | Add +11.4% | 158,290 | $8.6M |
| Rosenblum Silverman Sutton S F Inc. | 1.97% | Add +14.3% | 157,540 | $8.5M |
| Park Avenue Securities LLC | 0.07% | New | 155,928 | $8.4M |
| Harbour Investments, Inc. | 0.17% | Add +26.6% | 155,096 | $8.4M |
| Financial Planning Navigators CORP | 3.78% | — | 152,184 | $8.2M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +4.0% | 136,373 | $7.4M |
| Mgo One Seven LLC | 0.15% | Add +2345.8% | 136,158 | $7.4M |
| Cooper Financial Group | 0.75% | Add +8.7% | 129,912 | $7.0M |
| WESPAC Advisors, LLC | 3.80% | Add +40.1% | 129,477 | $7.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +1322.2% | 128,967 | $7.0M |
| VestGen Advisors, LLC | 0.29% | Reduce -46.6% | 127,260 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Add +8.1% | 126,288 | $6.8M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +4.9% | 123,846 | $6.7M |
| Insight Wealth Partners, LLC | 2.75% | Add +6.2% | 122,056 | $6.6M |
| Gallacher Capital Management LLC | 2.54% | Add +10.9% | 121,330 | $6.6M |
| AGH Wealth Advisors, LLC | 4.79% | Add +1.1% | 117,937 | $6.4M |
| HighPoint Advisor Group LLC | 0.14% | New | 116,404 | $6.3M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -38.6% | 111,886 | $6.0M |
| Prospera Financial Services Inc | 0.10% | Add +198.9% | 110,374 | $6.0M |
| Mattern Capital Management, LLC | 0.69% | Add +2.4% | 107,823 | $5.8M |
| Optima Capital LLC | 2.32% | New | 98,815 | $5.4M |
| Equitable Holdings, Inc. | 0.04% | Add +32.7% | 98,482 | $5.3M |
"% of holder's portfolio" is JBND's weight in each manager's 13F, not the share of JPMorgan Active Bond ETF the manager owns.