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
New Capital Management LP 1.30% New 95,816 $5.2M
Sovran Advisors, LLC 0.44% Add +2.1% 95,228 $5.2M
&partners 0.03% Add +551.5% 86,587 $5.1M
CreativeOne Wealth, LLC 0.12% New 91,184 $4.9M
ERn Financial, LLC 0.92% Add +12.6% 90,866 $4.9M
Natixis Advisors, LLC 0.01% Add +97.3% 86,723 $4.7M
TBH Global Asset Management, LLC 0.76% New 84,329 $4.6M
AE Wealth Management LLC 0.03% Add +61.0% 83,791 $4.5M
Parallel Advisors, LLC 0.08% Add +3.4% 82,573 $4.5M
Sigma Planning Corp 0.12% Add +6.2% 81,061 $4.4M
IFG Advisory, LLC 0.19% Add +4.9% 79,881 $4.3M
RFG Advisory, LLC 0.08% Add +16.8% 75,883 $4.1M
IFP Advisors, Inc 0.09% Add +26.8% 74,695 $4.0M
Stifel Financial Corp. 0.00% Add +331.2% 74,360 $4.0M
Focus Financial Network, Inc. 0.14% Add +94.3% 74,053 $4.0M
Sequoia Financial Advisors, LLC 0.02% Reduce -28.4% 71,830 $3.9M
Boyer Financial Services, Inc. 4.04% — 70,569 $3.8M
Ashton Thomas Private Wealth, LLC 0.09% Add +29.4% 69,522 $3.8M
Atria Investments, Inc 0.04% Reduce -10.1% 66,972 $3.6M
IHT Wealth Management, LLC 0.09% Add +717.9% 66,436 $3.6M
Sherman Wealth Management LLC 2.85% — 60,611 $3.3M
Cedar Mountain Advisors, LLC 0.63% Add +1.6% 60,307 $3.3M
Ascent Group, LLC 0.11% Add +16.6% 59,643 $3.2M
Compass Financial Group, Inc. 1.42% Reduce -0.3% 59,355 $3.2M
Kingsview Wealth Management, LLC 0.04% Add +300.9% 56,897 $3.1M
Evernest Financial Advisors, LLC 0.64% Add +22.0% 56,667 $3.1M
Bleakley Financial Group, LLC 0.05% Add +1.6% 56,674 $3.1M
Robertson Stephens Wealth Management, LLC 0.09% Add +188.2% 55,674 $3.0M
OmniStar Financial Group, Inc. 1.76% Add +3.8% 55,537 $3.0M
GGM Financial LLC 1.34% Add +156.7% 51,141 $2.8M
Peck Wealth Management, LLC 2.58% Add +78.0% 50,526 $2.7M
UBS Group AG 0.00% New 49,564 $2.7M
Foster Victor Wealth Advisors, LLC 0.15% No change 49,151 $2.7M
Western Wealth Management, LLC 0.12% Add +18.7% 47,878 $2.6M
MassMutual Private Wealth & Trust, FSB 0.07% New 47,529 $2.6M
MLG Wealth Management DBA Pine Grove Financial Group 0.30% — 46,016 $2.5M
Regal Investment Advisors LLC 0.14% Add +177.4% 41,946 $2.3M
Silverlake Wealth Management LLC 0.50% Add +12.4% 41,465 $2.2M
USAdvisors Wealth Management, LLC 0.74% Add +12.5% 41,293 $2.2M
Innealta Capital, LLC 1.19% Reduce -8.4% 40,663 $2.2M
Assetmark, Inc. 0.00% Add +2478.3% 39,964 $2.2M
Legacy Wealth Managment, LLC 0.91% Reduce -4.7% 35,195 $1.9M
GWN Securities Inc. 0.36% Add +19.9% 33,131 $1.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.21% Add +215.2% 32,209 $1.7M
Thrivent Financial for Lutherans 0.00% New 30,982 $1.7M
Archer Investment Corp 0.36% Reduce -3.2% 29,630 $1.6M
Wayfinding Financial, LLC 0.64% New 28,010 $1.5M
Truist Financial Corp. 0.00% Add +14.4% 28,039 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Reduce -0.1% 28,035 $1.5M
Asset One Wealth Management LLC 0.21% — 28,012 $1.5M
Avaii Wealth Management, LLC 0.53% Reduce -2.8% 26,881 $1.5M
Aurdan Capital Management, LLC 0.44% Add +3.7% 26,573 $1.4M
Lockerman Financial Group, Inc. 2.60% New 25,102 $1.4M
Sterling Investment Advisors, Ltd. 0.24% Add +8.0% 24,410 $1.3M
ORG Partners LLC 0.23% Add +11.4% 23,865 $1.3M
Ascentis Independent Advisors 0.19% New 21,866 $1.2M
Coppell Advisory Solutions LLC 0.12% Add +32.1% 21,717 $1.2M
AQR Capital Management 0.00% Add +54.5% 21,679 $1.2M
TD Waterhouse Canada Inc. 0.01% New 21,300 $1.2M
WCG Wealth Advisors LLC 0.03% Add +28.8% 20,074 $1.1M
Lake Street Private Wealth, LLC 0.13% Add +382.6% 19,906 $1.1M
Blue Trust, Inc. 0.01% Add +1.2% 19,313 $1.0M
Elevation Wealth Management LLC 0.99% — 18,965 $1.0M
Citadel Advisors 0.00% New 18,830 $1.0M
Silver Grove Financial Group, Inc. 0.85% No change 18,169 $984K
SHP Wealth Management 0.08% — 17,993 $973K
Twin Peaks Wealth Advisors, LLC 0.27% Add +57.3% 17,314 $938K
Cerity Partners LLC 0.00% New 17,057 $922K
Inspire Advisors, LLC 0.08% Reduce -7.5% 16,029 $867K
Total Clarity Wealth Management, Inc. 0.21% Add +34.4% 15,946 $862K
TrueWealth Advisors, LLC 0.22% Add +24.5% 15,754 $852K
Cary Street Partners Investment Advisory LLC 0.23% Add +386.2% 15,558 $841K
Ignite Planners, LLC 0.13% Add +230.6% 15,385 $833K
Farther Finance Advisors, LLC 0.01% Add +2867.8% 14,839 $802K
Gateway Wealth Partners, LLC 0.09% New 14,784 $799K
Heritage Wealth Management, Inc. 0.22% New 14,763 $798K
Private Trust Co. NA 0.07% Add +23.6% 14,545 $786K
Vienna Asset Management LLC 0.43% Add +178.4% 13,861 $749K
Richard P Slaughter Associates Inc 0.16% Reduce -0.5% 13,691 $740K
MN Wealth Advisors, LLC 0.37% Reduce -2.8% 13,637 $737K
Pinnacle Associates Ltd. 0.01% Add +154.0% 13,575 $734K
Stratos Wealth Partners, LTD. 0.01% Add +237.5% 13,012 $704K
Focus Partners Wealth 0.00% Add +94.8% 12,873 $696K
1015 Capital Partners, LLC 0.68% — 12,765 $690K
J.W. Cole Advisors, Inc. 0.02% New 12,592 $681K
GeoWealth Management, LLC 0.02% New 12,376 $669K
Visionary Wealth Advisors 0.03% Add +30.9% 12,305 $665K
Envestnet Portfolio Solutions, Inc. 0.00% Add +207.8% 12,251 $662K
Beacon Pointe Advisors, LLC 0.00% Add +35.2% 12,245 $662K
McDonald Partners LLC 0.20% New 12,011 $650K
5T Wealth, LLC 0.26% Add +68.3% 11,946 $646K
Ancora Advisors LLC 0.01% New 11,864 $641K
Beaumont Financial Advisors, LLC 0.04% Add +4.3% 11,724 $634K
Investors Portfolio Services LLC 0.57% — 11,683 $632K
Chapin Davis, Inc. 0.14% Add +0.9% 11,415 $617K
Balentine LLC 0.02% Reduce -15.8% 11,371 $615K
Madison Park Capital Advisors, LLC 0.49% Add +21.1% 11,265 $609K
Triad Wealth Partners, LLC 0.06% Add +39.3% 11,261 $609K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +108.8% 11,160 $603K
Herold Advisors, Inc. 0.13% New 11,093 $600K
National Bank of Canada 0.00% Add +693.2% 10,796 $583K
Strategic Financial Concepts, LLC 0.50% New 10,201 $552K
Dynamic Advisor Solutions LLC 0.02% Add +80.0% 10,103 $546K
Summit Wealth Partners, LLC 0.10% No change 9,596 $519K
Goldman Sachs Group Inc. 0.00% Reduce -93.6% 9,516 $515K
Sheets Smith Wealth Management 0.06% New 9,328 $504K
Beckerman Institutional, LLC 0.28% Add +119.7% 9,308 $503K
Kestra Investment Management, LLC 0.01% New 8,971 $485K
Independent Financial Group, LLC 0.01% New 8,915 $482K
Retirement Income Solutions, Inc. 0.08% New 8,908 $482K
Sutton Place Investors LLC 0.23% Add +0.0% 7,860 $425K
Resolute Wealth Strategies, LLC 0.18% No change 7,723 $418K
Bank of Montreal 0.00% New 7,635 $415K
Fortitude Financial, LLC 0.34% Add +26.7% 7,322 $396K
Coordinated Financial Services, Inc. 0.23% Add +1.4% 7,279 $394K
Uptick Partners, LLC 0.08% New 7,181 $388K
Taylor Securities Services, Inc. 0.17% — 7,078 $383K
Betterment LLC 0.00% Add +11.0% 7,039 $381K
Principal Securities, Inc. 0.01% Reduce -1.8% 6,936 $375K
Greykasell Wealth Strategies, Inc. 0.14% Add +0.1% 6,594 $357K
Weaver Consulting Group 0.09% New 6,574 $355K
Plan Group Financial, LLC 0.09% Add +51.0% 6,238 $337K
Fortis Group Advisors, LLC 0.06% Reduce -12.0% 6,208 $336K
Simplicity Wealth,LLC 0.02% New 6,094 $330K
Aegis Wealth Management, Inc. 0.26% — 6,088 $329K
Newman Dignan & Sheerar, Inc. 0.07% No change 5,925 $320K
Purus Wealth Management, LLC 0.10% New 5,779 $312K
Petros Family Wealth, LLC 0.20% New 5,654 $306K
BAM Wealth Management, LLC 0.22% New 5,546 $300K
Farrell Financial LLC 0.17% New 5,463 $295K
Fifth Third Securities, Inc. 0.02% Add +31.1% 5,314 $287K
Geneos Wealth Management Inc. 0.01% Add +92.7% 5,236 $283K
Auxano Advisors, LLC 0.06% New 5,187 $280K
Cambridge Advisors Inc. 0.05% New 4,928 $266K
Quadrant Private Wealth Management, LLC 0.04% No change 4,900 $266K
World Investment Advisors 0.00% New 4,604 $249K
Latitude Advisors, LLC 0.11% Add +0.9% 4,595 $248K
High Falls Advisors, Inc 0.05% Add +5.0% 4,541 $246K
Prospect Financial Services LLC 0.14% Add +8.2% 4,475 $242K
AdvisorNet Financial, Inc 0.01% Add +81.2% 4,288 $232K
Bond & Devick Financial Network, Inc. 0.06% No change 4,084 $221K
Semus Wealth Partners LLC 0.12% New 3,989 $216K
Kure Advisory, LLC 0.12% New 3,986 $216K
KERR FINANCIAL PLANNING Corp 0.29% Add +86.2% 3,940 $213K
Cary Street Partners Financial LLC 0.00% Add +44.4% 3,062 $166K
MidAtlantic Capital Management, Inc. 0.10% New 2,910 $157K
Morgan Stanley 0.00% Reduce -38.7% 2,663 $144K
Transamerica Financial Advisors, LLC 0.01% New 2,617 $142K
Rockefeller Capital Management L.P. 0.00% New 2,172 $117K
Root Financial Partners, LLC 0.00% New 1,762 $95K
Portfolio Resources Advisor Group, Inc. 0.08% — 1,395 $76K
Steward Partners Investment Advisory, LLC 0.00% No change 1,390 $75K
JFS Wealth Advisors, LLC 0.00% Reduce -18.7% 1,373 $74K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,209 $65K
Clearstead Advisors, LLC 0.00% New 1,073 $58K
Mark Sheptoff Financial Planning, LLC 0.02% Reduce -9.2% 935 $51K
Aptus Capital Advisors, LLC 0.00% Add +68.8% 802 $43K
Signaturefd, LLC 0.00% No change 750 $41K
Cornerstone Planning Group LLC 0.01% No change 695 $38K
Fairway Wealth LLC 0.01% New 643 $35K
LGT Financial Advisors LLC 0.18% Add +41.2% 538 $29K
Richardson Financial Services Inc. 0.01% New 498 $27K
MCF Advisors LLC 0.00% New 325 $18K
Cordgrass Capital Advisors, LLC 0.00% New 269 $15K
Bernard Wealth Management Corp. 0.00% No change 225 $12K
William B. Walkup & Associates, Inc. 0.01% New 201 $11K
Comerica Bank 0.00% New 187 $10K
Clark Wealth Partners 0.00% No change 146 $8K
Triumph Capital Management 0.00% New 117 $6K
Capital Analysts, LLC 0.00% New 106 $6K
Northwestern Mutual Wealth Management Co. 0.00% New 95 $5K
Colonial Trust Co / SC 0.00% No change 79 $4K
O'shaughnessy Asset Management, LLC 0.00% New 35 $2K
Entrust Financial LLC 0.00% — 24 $1K

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