JPMorgan Active Bond ETFJBNDETF

13F holders, Q1 2026 (March 31)
311holders +37
49new positions
12sold out
2famous investors
$53.76avg. 13F price*

At the end of Q1 2026, 311 institutions reported holding JPMorgan Active Bond ETF (JBND) in their 13F filings, up 37 from Q4 2025. 49 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($908.1M), Allworth Financial LP ($329.6M) and Ameriprise Financial Inc. ($312.9M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions49$225.6M
Exits12$8.4M

All 13F filers, Q4 2025 → Q1 2026: 27,743,091 shares bought and 1,761,402 shares sold, net +25,981,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 311 holders

LPL Financial LLC 0.24% Add +28.7% 16,888,797 $908.1M
Allworth Financial LP 1.34% Add +2.1% 6,129,907 $329.6M
Ameriprise Financial Inc. 0.07% Add +52.7% 5,808,797 $312.9M
JPMorgan Chase & Co. 0.02% Add +86.6% 5,805,893 $311.5M
Captrust Financial Advisors 0.48% Add +11.2% 5,141,154 $276.4M
Bank of America Corp. 0.02% Add +47.2% 4,223,148 $227.1M
Cetera Investment Advisers 0.22% Add +27.2% 3,834,235 $206.2M
Envestnet Asset Management Inc. 0.05% Add +39.1% 3,681,203 $197.9M
Private Advisor Group, LLC 0.90% Add +35.2% 3,555,302 $191.2M
Raymond James Financial Inc. 0.04% Add +81.2% 2,508,410 $134.9M
Royal Bank of Canada 0.02% Add +64.3% 2,443,755 $131.4M
Janney Montgomery Scott LLC 0.29% Add +5.6% 2,169,628 $116.7M
Diversified Portfolios, Inc. 8.78% Add +3.4% 1,987,378 $106.9M
Summit Financial, LLC 1.14% Add +22.4% 1,663,485 $89.4M
Bridgewater Advisors Inc. 5.15% Add +30.2% 1,622,258 $86.5M
Commonwealth Equity Services, LLC 0.12% Add +17.1% 1,577,446 $84.8M
Vestmark Advisory Solutions, Inc. 0.89% Add +6.3% 1,497,064 $80.5M
Baldwin Wealth Partners LLC 5.74% Add +0.9% 1,469,232 $79.0M
Berger Financial Group, Inc 4.35% Add +8.5% 1,443,755 $77.6M
Independent Advisor Alliance 0.82% New 1,429,253 $76.9M
Wells Fargo & Company 0.01% Add +173.7% 1,340,675 $72.1M
Cwm, LLC 0.19% Add +12.3% 1,323,773 $71.2M
Jones Financial Companies LLLP 0.03% Add +52.2% 1,272,168 $67.9M
MML Investors Services, LLC 0.19% Reduce -10.5% 1,254,973 $67.5M
IAG Wealth Partners, LLC 6.66% Reduce -7.6% 1,109,543 $59.7M
LVZ, Inc. 5.93% Add +3.2% 967,020 $52.0M
Peterson Wealth Advisors, LLC 6.39% Add +1.7% 893,551 $48.0M
StoneX Group Inc. 2.34% Reduce -15.7% 807,296 $43.4M
Intrua Financial, LLC 4.19% Add +2.0% 729,351 $39.2M
Larson Financial Group LLC 1.25% Add +19.1% 724,578 $39.0M
Arlington Financial Advisors, LLC 5.36% Add +40.2% 699,517 $37.6M
Dynasty Wealth Management, LLC 0.32% Add +43.0% 677,096 $36.4M
Essex LLC 6.36% Add +9.1% 670,321 $36.0M
Lifelong Wealth Advisors, Inc. 9.60% Add +2.9% 669,290 $36.0M
Spire Wealth Management 1.19% Add +123.9% 651,008 $35.0M
Cambridge Investment Research Advisors, Inc. 0.09% Add +2.6% 627,018 $33.7M
Pallas Capital Advisors LLC 1.27% Reduce -8.4% 626,242 $33.7M
Harbour Investments, Inc. 0.50% Add +290.9% 606,253 $32.6M
UBS Group AG 0.01% Add +1066.9% 578,362 $31.1M
NewEdge Wealth, LLC 0.37% Add +20.0% 577,358 $31.0M
CGC Financial Services, LLC 8.39% Add +19.9% 539,876 $29.0M
FMR LLC 0.00% Add +4.8% 538,991 $29.0M
D.A. Davidson & Co. 0.18% Add +7.8% 538,251 $28.9M
Mariner, LLC 0.03% Add +83.3% 483,310 $26.0M
Osaic Holdings, Inc. 0.04% Add +33.4% 463,621 $24.9M
Means Investment Co., Inc. 2.03% Add +1.7% 431,887 $23.2M
OpenArc Corporate Advisory, LLC 0.33% Add +18.8% 429,530 $23.1M
Capital Investment Advisory Services, LLC 1.49% Add +6.4% 380,847 $20.5M
Opes Wealth Management LLC 3.42% Add +102.5% 372,762 $20.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 352,993 $19.0M
Ocean Park Asset Management, LLC 1.09% No change 351,700 $18.9M
Vawter Financial, Ltd. 7.79% Add +5.7% 344,577 $18.5M
Sagespring Wealth Partners, LLC 0.34% Reduce -37.2% 344,461 $18.5M
Pine Valley Investments Ltd Liability Co 0.89% Add +3.8% 339,904 $18.3M
HighTower Advisors, LLC 0.02% Add +3.2% 330,025 $17.7M
Smithbridge Asset Management Inc. 2.62% Reduce -47.2% 328,037 $17.6M
Choice Wealth Advisors LLC 6.92% New 327,921 $17.6M
Kestra Private Wealth Services, LLC 0.21% Add +11.6% 318,485 $17.1M
Royal Harbor Partners, LLC 5.79% Add +89.4% 317,831 $17.1M
NewEdge Advisors, LLC 0.06% Add +30.2% 301,353 $16.2M
Eldridge Investment Advisors, Inc. 3.51% Add +11.5% 297,825 $16.0M
CGN Advisors LLC 1.24% Add +4.2% 292,799 $15.7M
Pinnacle Wealth Management, LLC 10.33% Add +5.9% 285,338 $15.3M
Independence Asset Advisors, LLC 5.43% Reduce -0.0% 279,390 $15.0M
Clear Trail Advisors, LLC 2.45% New 274,078 $14.7M
KWB Wealth 1.46% Reduce -0.5% 272,350 $14.7M
Echo Wealth Management, LLC 8.33% Add +63.6% 269,004 $14.5M
Peak Financial Advisors LLC 6.18% Reduce -6.8% 259,406 $13.9M
Prevail Innovative Wealth Advisors, LLC 2.29% New 253,549 $13.6M
Equitable Holdings, Inc. 0.09% Add +154.8% 250,893 $13.6M
WBH Advisory Inc. 1.01% Add +37.3% 251,459 $13.5M
Integrated Wealth Concepts LLC 0.10% Add +113.4% 238,715 $12.8M
Creative Financial Designs Inc. 0.76% New 233,471 $12.6M
Argo Wealth Advisory, LLC 7.21% Add +3.4% 228,576 $12.3M
Axxcess Wealth Management, LLC 0.39% Add +13.8% 228,168 $12.3M
Capital Advisors Wealth Management, LLC 1.65% Add +27.9% 227,847 $12.3M
Riversedge Advisors, LLC 1.93% New 221,434 $11.9M
&partners 0.06% Add +153.3% 219,360 $11.8M
Savvy Advisors, Inc. 0.31% Add +2.4% 215,546 $11.6M
Citizens Business Bank 1.89% Add +2.5% 214,255 $11.5M
Ruggaard & Associates LLC 4.45% Add +1.1% 209,020 $11.2M
Goldstone Financial Group, LLC 1.11% Reduce -2.1% 191,045 $10.3M
VestGen Advisors, LLC 0.28% Add +46.7% 186,668 $10.0M
Centurion Wealth Management LLC 2.18% Add +10.2% 179,406 $9.6M
Cobblestone Asset Management LLC 4.30% Add +4.9% 177,858 $9.6M
Rosenblum Silverman Sutton S F Inc. 2.41% Add +8.9% 171,505 $9.2M
Essex Financial Services, Inc. 0.51% Add +7.6% 170,383 $9.2M
AGH Wealth Advisors, LLC 6.56% Add +40.6% 165,832 $8.9M
Guided Capital Wealth Management, LLC 5.76% Reduce -0.3% 162,371 $8.7M
Financial Planning Navigators CORP 3.72% Add +3.8% 157,937 $8.5M
CreativeOne Wealth, LLC 0.20% Add +73.0% 157,765 $8.5M
Park Avenue Securities LLC 0.07% Add +0.3% 156,447 $8.4M
Mgo One Seven LLC 0.16% Add +10.2% 150,050 $8.1M
Great Valley Advisor Group, Inc. 0.14% Add +8.2% 147,510 $7.9M
Sonoma Allocations LLC 2.73% Reduce -13.3% 147,141 $7.9M
Prospera Financial Services Inc 0.12% Add +25.4% 138,420 $7.4M
Stifel Financial Corp. 0.01% Add +82.4% 135,647 $7.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -63.1% 135,948 $7.3M
Cooper Financial Group 0.72% Add +2.4% 132,964 $7.1M
AdvisorNet Financial, Inc 0.36% Add +2945.0% 130,571 $7.0M

"% 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 311 holders