JPMorgan Active Bond ETFJBNDETF

13F holders, Q4 2025 (December 31)
274holders +61
61new positions
14sold out
2famous investors
$54.08avg. 13F price*

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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions61$527.5M
Exits14$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.

Show all 274 holders