JPMorgan Active Bond ETFJBNDETF

13F holders, Q2 2026 (June 30)
327holders +16
45new positions
26sold out
2famous investors
$53.48avg. 13F price*

At the end of Q2 2026, 327 institutions reported holding JPMorgan Active Bond ETF (JBND) in their 13F filings, up 16 from Q1 2026. 45 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($1.1B), Allworth Financial LP ($486.9M) and Ameriprise Financial Inc. ($420.1M). 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

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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions45$73.0M
Exits26$141.3M

All 13F filers, Q1 2026 → Q2 2026: 23,618,368 shares bought and 4,255,332 shares sold, net +19,363,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 327 holders

LPL Financial LLC 0.25% Add +23.4% 20,847,585 $1.1B
Allworth Financial LP 2.07% Add +48.5% 9,101,672 $486.9M
Ameriprise Financial Inc. 0.09% Add +35.2% 7,852,779 $420.1M
JPMorgan Chase & Co. 0.02% Add +19.6% 6,946,476 $373.4M
Captrust Financial Advisors 0.50% Add +18.2% 6,077,220 $325.1M
Cetera Investment Advisers 0.26% Add +39.0% 5,328,568 $285.1M
Envestnet Asset Management Inc. 0.06% Add +38.5% 5,099,381 $272.8M
Bank of America Corp. 0.02% Add +5.5% 4,453,121 $238.2M
Private Advisor Group, LLC 0.95% Add +9.5% 3,894,546 $208.4M
Janney Montgomery Scott LLC 0.32% Add +43.3% 3,109,788 $166.4M
Royal Bank of Canada 0.03% Add +13.3% 2,768,570 $148.1M
Raymond James Financial Inc. 0.04% Add +8.6% 2,724,250 $145.7M
Summit Financial, LLC 1.03% Add +5.4% 1,753,766 $93.8M
Bridgewater Advisors Inc. 4.94% Add +6.2% 1,722,643 $90.6M
Jones Financial Companies LLLP 0.04% Add +30.9% 1,665,734 $89.4M
Diversified Portfolios, Inc. 6.14% Reduce -20.3% 1,583,948 $84.7M
MML Investors Services, LLC 0.16% Add +19.7% 1,502,729 $80.4M
Vestmark Advisory Solutions, Inc. 0.75% Reduce -0.0% 1,496,955 $80.1M
Baldwin Wealth Partners LLC 5.14% Add +0.1% 1,470,097 $78.7M
Wells Fargo & Company 0.01% Add +7.9% 1,446,588 $77.4M
Berger Financial Group, Inc 3.92% Reduce -0.8% 1,431,811 $76.6M
Commonwealth Equity Services, LLC 0.09% Reduce -16.1% 1,323,132 $70.8M
Northwest Financial Advisors 9.38% Add +11531.8% 1,318,229 $70.5M
IAG Wealth Partners, LLC 5.90% Add +0.5% 1,114,649 $59.6M
StoneX Group Inc. 2.23% Add +27.9% 1,032,908 $55.3M
LVZ, Inc. 5.25% Reduce -0.2% 964,908 $51.6M
Cambridge Investment Research Advisors, Inc. 0.11% Add +49.3% 936,097 $50.1M
Peterson Wealth Advisors, LLC 5.88% Add +4.1% 930,053 $49.8M
Larson Financial Group LLC 1.23% Add +20.4% 872,511 $46.7M
Osaic Holdings, Inc. 0.05% Add +75.0% 811,131 $43.4M
Essex LLC 6.48% Add +19.1% 798,166 $42.7M
Dynasty Wealth Management, LLC 0.30% Add +11.5% 755,090 $40.4M
Intrua Financial, LLC 3.76% Add +1.8% 742,478 $39.7M
Arlington Financial Advisors, LLC 4.89% Add +2.9% 719,463 $38.5M
Lifelong Wealth Advisors, Inc. 8.81% Add +4.5% 699,070 $37.4M
UBS Group AG 0.01% Add +16.4% 673,309 $36.0M
Pallas Capital Advisors LLC 1.10% Add +6.8% 669,152 $35.8M
Spire Wealth Management 1.02% Reduce -2.6% 633,749 $33.9M
Harbour Investments, Inc. 0.43% Reduce -1.8% 595,638 $31.9M
NewEdge Wealth, LLC 0.31% Reduce -1.6% 568,422 $30.4M
CGC Financial Services, LLC 6.69% Add +2.9% 555,625 $29.7M
D.A. Davidson & Co. 0.16% Add +2.8% 553,389 $29.6M
FMR LLC 0.00% Add +0.2% 539,886 $28.9M
OpenArc Corporate Advisory, LLC 0.32% Add +18.4% 508,429 $27.2M
Means Investment Co., Inc. 1.91% Add +9.7% 473,636 $25.3M
EP Wealth Advisors, LLC 0.08% New 393,303 $21.0M
Global Retirement Partners, LLC 0.32% — 389,817 $20.9M
KWB Wealth 1.78% Add +42.7% 388,588 $20.8M
Mariner, LLC 0.02% Reduce -21.9% 377,534 $20.2M
Pine Valley Investments Ltd Liability Co 0.83% Add +6.6% 362,470 $19.4M
Vawter Financial, Ltd. 7.26% Add +4.5% 360,261 $19.3M
AdvisorNet Financial, Inc 0.88% Add +174.7% 358,635 $19.2M
Capital Investment Advisory Services, LLC 1.17% Reduce -6.6% 355,627 $19.0M
Royal Harbor Partners, LLC 5.89% Add +11.8% 355,465 $19.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 352,993 $18.9M
Ocean Park Asset Management, LLC 0.91% No change 351,700 $18.8M
Sagespring Wealth Partners, LLC 0.29% Add +1.5% 349,709 $18.7M
HighTower Advisors, LLC 0.02% Add +5.0% 346,499 $18.5M
Smithbridge Asset Management Inc. 2.49% Add +4.3% 342,235 $18.3M
Choice Wealth Advisors LLC 6.40% Add +4.0% 341,073 $18.2M
NewEdge Advisors, LLC 0.05% Add +10.4% 332,801 $17.8M
Kestra Private Wealth Services, LLC 0.19% Add +2.8% 327,524 $17.5M
Eldridge Investment Advisors, Inc. 3.42% Add +8.3% 322,418 $17.2M
Clear Trail Advisors, LLC 2.47% Add +10.4% 302,710 $16.2M
Echo Wealth Management, LLC 7.95% Add +8.2% 291,117 $15.6M
CGN Advisors LLC 1.13% Reduce -0.8% 290,493 $15.5M
Pinnacle Wealth Management, LLC 9.46% Add +0.0% 285,453 $15.3M
WBH Advisory Inc. 1.02% Add +13.1% 284,435 $15.2M
Independence Asset Advisors, LLC 3.89% Add +0.0% 279,411 $14.9M
Equitable Holdings, Inc. 0.09% Add +7.2% 269,003 $14.4M
Integrated Wealth Concepts LLC 0.09% Add +10.5% 263,754 $14.1M
Savvy Advisors, Inc. 0.29% Add +19.0% 256,492 $13.7M
Park Avenue Securities LLC 0.09% Add +62.9% 254,893 $13.6M
Capital Advisors Wealth Management, LLC 1.48% Add +3.4% 235,617 $12.6M
Argo Wealth Advisory, LLC 6.83% Add +1.3% 231,442 $12.4M
Cobblestone Asset Management LLC 5.14% Add +29.5% 230,251 $12.3M
Old Mission Capital LLC 0.31% New 226,768 $12.1M
Riversedge Advisors, LLC 1.59% Add +0.9% 223,369 $12.0M
&partners 0.05% Add +1.6% 222,797 $11.9M
Per Stirling Capital Management, LLC. 1.10% New 215,218 $11.5M
Ruggaard & Associates LLC 4.10% Add +2.1% 213,405 $11.4M
Citizens Business Bank 1.67% Reduce -3.5% 206,667 $11.1M
Axxcess Wealth Management, LLC 0.17% Reduce -9.9% 205,486 $11.0M
Simplicity Wealth,LLC 0.35% Add +2893.0% 195,021 $10.4M
Magnolia Capital Advisors LLC 1.65% Add +43.0% 179,599 $9.6M
AGH Wealth Advisors, LLC 5.99% Add +7.0% 177,406 $9.5M
Great Valley Advisor Group, Inc. 0.15% Add +20.3% 177,390 $9.5M
Natixis Advisors, LLC 0.01% Add +36.4% 174,806 $9.4M
Financial Planning Navigators CORP 3.49% Add +10.5% 174,507 $9.3M
Farther Finance Advisors, LLC 0.07% Add +58.9% 173,533 $9.3M
Rosenblum Silverman Sutton S F Inc. 2.22% Add +0.4% 172,210 $9.2M
CreativeOne Wealth, LLC 0.20% Add +9.1% 172,124 $9.2M
Essex Financial Services, Inc. 0.44% Reduce -3.4% 164,667 $8.8M
Prospera Financial Services Inc 0.12% Add +13.0% 156,403 $8.4M
Guided Capital Wealth Management, LLC 4.88% Reduce -3.9% 156,105 $8.4M
Mgo One Seven LLC 0.13% Add +0.4% 150,699 $8.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +11.8% 151,955 $8.1M
IHT Wealth Management, LLC 0.17% Add +15.4% 149,198 $8.0M
Centurion Wealth Management LLC 1.87% Reduce -18.7% 145,927 $7.8M
Stifel Financial Corp. 0.01% Add +7.3% 145,623 $7.8M
Baird Financial Group, Inc. 0.01% Add +8.6% 139,265 $7.5M
Cooper Financial Group 0.61% Add +3.5% 137,654 $7.4M
Sanctuary Advisors, LLC 0.03% Add +16.6% 137,564 $7.4M
Goldstone Financial Group, LLC 0.67% Reduce -28.2% 137,192 $7.3M
Insight Wealth Partners, LLC 0.98% Add +11.3% 136,459 $7.3M
Kingsview Wealth Management, LLC 0.08% Add +18.9% 130,555 $7.0M
Tenet Wealth Partners, LLC 5.17% — 131,606 $7.0M
HighPoint Advisor Group LLC 0.24% Add +5.8% 126,973 $6.8M
Western Wealth Management, LLC 0.22% Add +150.7% 126,420 $6.8M
Kestra Advisory Services, LLC 0.02% Add +1.7% 124,780 $6.7M
Victory Financial Group, LLC 0.69% Add +24.4% 123,569 $6.6M
Sovran Advisors, LLC 0.44% Add +13.0% 112,467 $6.0M
ERn Financial, LLC 0.97% Add +6.8% 109,604 $5.9M
Tandem Financial, LLC 1.87% Add +0.5% 108,756 $5.8M
Mattern Capital Management, LLC 0.67% Reduce -0.4% 107,955 $5.8M
Sonoma Allocations LLC 1.79% Reduce -26.4% 108,311 $5.8M
Gallacher Capital Management LLC 3.21% Reduce -16.7% 106,996 $5.7M
Yarger Wealth Strategies, LLC 2.05% Reduce -12.9% 107,548 $5.7M
Optima Capital LLC 2.23% Add +5.8% 105,462 $5.6M
TBH Global Asset Management, LLC 1.01% Add +22.1% 103,310 $5.5M
Moneta Group Investment Advisors LLC 0.04% Reduce -20.7% 101,426 $5.4M
MLG Wealth Management DBA Pine Grove Financial Group 0.53% Add +71.8% 99,779 $5.3M
Evergreen Wealth Partners LLC 3.13% New 97,378 $5.2M
Flynn Zito Capital Management, LLC 1.41% Add +9.5% 96,897 $5.2M
Innealta Capital, LLC 2.71% Add +3.9% 94,973 $5.1M
IFP Advisors, Inc 0.09% Add +16.9% 94,096 $5.0M
Parallel Advisors, LLC 0.08% Reduce -1.3% 93,421 $5.0M
WESPAC Advisors, LLC 2.34% Add +82.4% 89,733 $4.8M
Avondale Wealth Management 1.95% Reduce -2.3% 89,414 $4.8M
Sherman Wealth Management LLC 3.49% Add +10.2% 86,766 $4.6M
Bank of New Hampshire 0.96% Add +121.4% 86,411 $4.6M
Fiduciary Alliance LLC 0.30% Add +4.2% 83,496 $4.5M
New Capital Management LP 1.00% Add +1.1% 82,073 $4.4M
Cedar Mountain Advisors, LLC 0.75% Add +34.3% 81,627 $4.4M
Arkadios Wealth Advisors 0.07% Add +42.7% 80,510 $4.3M
Sigma Planning Corp 0.10% Reduce -9.0% 76,188 $4.1M
OmniStar Financial Group, Inc. 1.87% Add +9.0% 75,864 $4.1M
Jane Street Group, LLC 0.00% New 74,321 $4.0M
Hopwood Nicholas Hunter 1.09% Add +37.9% 74,153 $4.0M
Clear Wave Wealth Management LLC 0.87% Add +11.2% 73,305 $3.9M
MassMutual Private Wealth & Trust, FSB 0.10% Add +44.3% 70,467 $3.8M
Ashton Thomas Private Wealth, LLC 0.08% Add +1.3% 69,191 $3.7M
Boyer Financial Services, Inc. 3.00% Add +25.1% 66,647 $3.6M
National Bank of Canada 0.00% Reduce -9.1% 64,304 $3.4M
Robertson Stephens Wealth Management, LLC 0.08% Add +8.9% 64,004 $3.4M
Ascent Group, LLC 0.10% Reduce -10.1% 61,748 $3.3M
Evernest Financial Advisors, LLC 0.69% Reduce -0.7% 61,301 $3.3M
Beacon Pointe Advisors, LLC 0.02% Add +28.7% 60,888 $3.3M
Midwest Financial Network, LLC 2.21% Reduce -7.3% 60,599 $3.2M
Foster Victor Wealth Advisors, LLC 0.17% Add +3.2% 59,273 $3.1M
Compass Financial Group, Inc. 1.31% Reduce -0.6% 58,014 $3.1M
Gateway Wealth Partners, LLC 0.18% Reduce -28.0% 57,356 $3.1M
IFG Advisory, LLC 0.11% New 57,076 $3.1M
Regal Investment Advisors LLC 0.15% Add +12.7% 54,959 $2.9M
AE Wealth Management LLC 0.01% Reduce -44.5% 53,681 $2.9M
Silverlake Wealth Management LLC 0.55% Add +16.1% 53,442 $2.9M
GGM Financial LLC 1.07% Reduce -4.2% 52,646 $2.8M
McDonald Partners LLC 0.64% Add +71.0% 49,400 $2.6M
Betterment LLC 0.00% Add +110.7% 49,228 $2.6M
Stratos Wealth Partners, LTD. 0.03% Add +180.0% 48,216 $2.6M
Daymark Wealth Partners, LLC 0.06% Add +167.2% 47,402 $2.5M
Lockerman Financial Group, Inc. 3.83% Add +89.2% 46,840 $2.5M
Wayfinding Financial, LLC 0.93% Add +55.7% 45,741 $2.4M
Auxano Advisors, LLC 0.42% Add +47.8% 41,774 $2.2M
Assetmark, Inc. 0.00% Add +3.0% 41,473 $2.2M
Archer Investment Corp 0.42% Add +2.8% 41,355 $2.2M
Focus Partners Wealth 0.00% Add +21.1% 41,311 $2.2M
TD Waterhouse Canada Inc. 0.01% Add +12.4% 40,829 $2.2M
USAdvisors Wealth Management, LLC 0.61% Reduce -4.5% 40,045 $2.1M
Prime Capital Investment Advisors, LLC 0.02% Add +10.6% 39,654 $2.1M
Atria Investments, Inc 0.02% Reduce -41.5% 38,624 $2.1M
GWN Securities Inc. 0.34% Add +4.3% 38,025 $2.0M
Fifth Third Securities, Inc. 0.11% Add +25.5% 34,673 $1.9M
Acropolis Investment Management, LLC 0.07% New 33,600 $1.8M
Moneco Advisors, LLC 0.11% New 32,675 $1.7M
Perigon Wealth Management, LLC 0.03% New 31,217 $1.7M
Cary Street Partners Investment Advisory LLC 0.33% Add +77.8% 30,545 $1.6M
Kelly Financial Group LLC 0.36% Add +319.7% 29,989 $1.6M
Truist Financial Corp. 0.00% Add +11.9% 29,896 $1.6M
Ignite Planners, LLC 0.22% Add +23.9% 29,535 $1.6M
GeoWealth Management, LLC 0.05% Add +45.3% 29,245 $1.6M
Sequoia Financial Advisors, LLC 0.01% Reduce -48.1% 29,171 $1.6M
Legacy Wealth Managment, LLC 0.64% Reduce -23.9% 28,880 $1.5M
Retirement Income Solutions, Inc. 0.26% No change 28,371 $1.5M
Aurdan Capital Management, LLC 0.37% Add +3.1% 27,591 $1.5M
Avaii Wealth Management, LLC 0.43% Add +14.5% 27,539 $1.5M
Bleakley Financial Group, LLC 0.02% Reduce -54.3% 27,349 $1.5M
TrueWealth Advisors, LLC 0.32% Add +8.3% 26,243 $1.4M
Envestnet Portfolio Solutions, Inc. 0.01% Add +205.5% 25,726 $1.4M
Purus Wealth Management, LLC 0.37% Add +64.2% 25,400 $1.4M
Lake Street Private Wealth, LLC 0.15% Add +11.7% 24,616 $1.3M
Sterling Investment Advisors, Ltd. 0.22% No change 24,410 $1.3M
Farrell Financial LLC 0.70% Add +19.3% 24,354 $1.3M
Herold Advisors, Inc. 0.26% Add +87.1% 24,362 $1.3M
Elevation Wealth Management LLC 0.97% Add +33.1% 24,314 $1.3M
Asset One Wealth Management LLC 0.13% Reduce -7.3% 23,898 $1.3M
Belpointe Asset Management LLC 0.04% Add +33.4% 22,595 $1.2M
Private Trust Co. NA 0.09% Add +33.8% 21,648 $1.2M
Heritage Wealth Management, Inc. 0.29% Add +11.5% 21,411 $1.1M
Sheets Smith Wealth Management 0.11% Add +37.5% 20,815 $1.1M
J.W. Cole Advisors, Inc. 0.02% New 20,650 $1.1M
Unique Wealth, LLC 0.12% Add +226.9% 19,818 $1.1M
Silver Grove Financial Group, Inc. 0.57% Add +0.8% 19,605 $1.0M
Twin Peaks Wealth Advisors, LLC 0.24% Add +16.3% 19,597 $1.0M
Visionary Wealth Advisors 0.04% Add +28.4% 19,107 $1.0M
WCG Wealth Advisors LLC 0.02% Reduce -7.2% 18,804 $1.0M
Pinnacle Associates Ltd. 0.01% Add +13.2% 18,267 $977K
AQR Capital Management 0.00% No change 17,368 $929K
Hicks Capital Management LLC 0.74% Add +2.0% 16,960 $907K
Madison Park Capital Advisors, LLC 0.65% Add +141.3% 35,897 $907K
Uptick Partners, LLC 0.14% Add +8.4% 16,833 $901K
1015 Capital Partners, LLC 0.74% Add +9.1% 16,605 $888K
Fortis Group Advisors, LLC 0.14% Reduce -3.5% 16,502 $883K
5T Wealth, LLC 0.32% Add +101.9% 16,276 $871K
Bank of Montreal 0.00% Add +35.3% 15,905 $851K
Total Clarity Wealth Management, Inc. 0.16% Reduce -5.1% 15,514 $830K
Nations Financial Group Inc, /Ia/ 0.04% New 15,260 $816K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +14.8% 15,203 $813K
Vienna Asset Management LLC 0.58% Add +92.4% 15,144 $810K
Galvin, Gaustad & Stein, LLC 0.06% Add +65.6% 15,125 $809K
SHP Wealth Management 0.05% Reduce -18.1% 13,917 $745K
Aegis Wealth Management, Inc. 0.48% Add +90.8% 13,882 $743K
Pennsylvania Capital Management Inc. 0.19% No change 13,770 $737K
Renaissance Technologies 0.00% New 13,700 $733K
Independent Financial Group, LLC 0.01% Reduce -1.2% 13,244 $709K
BAM Wealth Management, LLC 0.42% Add +33.3% 12,607 $674K
Triad Wealth Partners, LLC 0.04% Add +5.8% 12,755 $671K
Yukon Wealth Management, Inc. 0.19% Reduce -49.9% 12,456 $666K
Everest Financial Group LLC 0.09% New 12,149 $650K
Callan Family Office, LLC 0.01% New 12,003 $642K
Ancora Advisors LLC 0.01% Reduce -2.6% 11,551 $618K
MN Wealth Advisors, LLC 0.26% Reduce -19.5% 11,438 $612K
Benjamin Edwards Inc. 0.01% Add +1.2% 10,995 $588K
Chapin Davis, Inc. 0.10% No change 10,915 $584K
Scotia Capital Inc. 0.00% Reduce -8.7% 10,740 $575K
J. L. Bainbridge & Co., Inc. 0.05% New 10,696 $572K
Investors Portfolio Services LLC 0.41% Add +18.7% 10,013 $536K
Jacobi Capital Management LLC 0.03% New 9,838 $526K
Resolute Wealth Strategies, LLC 0.20% No change 9,723 $520K
Emergent Wealth Advisors, LLC 0.27% Reduce -0.4% 9,654 $516K
Dynamic Advisor Solutions LLC 0.01% Reduce -7.0% 9,518 $509K
Beckerman Institutional, LLC 0.24% Add +0.0% 9,314 $498K
RCS Financial Planning, LLC 0.23% Add +1.1% 9,211 $493K
Concurrent Investment Advisors, LLC 0.00% Add +49.1% 9,079 $486K
Beaumont Financial Advisors, LLC 0.03% Reduce -10.1% 8,854 $474K
Firethorn Wealth Partners, LLC 0.15% Add +36.2% 8,848 $473K
Waverly Advisors, LLC 0.00% New 8,570 $459K
Accelerate Investment Advisors LLC 0.26% New 8,490 $454K
IMA Advisory Services, Inc. 0.03% New 8,479 $454K
Kestra Investment Management, LLC 0.01% Add +92.0% 8,392 $449K
World Investment Advisors 0.01% Add +43.4% 8,343 $447K
Presilium Private Wealth, LLC 0.06% New 7,588 $406K
XY Planning Network, Inc. 0.05% New 7,578 $405K
CRA Financial Services, LLC 0.05% Add +0.0% 7,531 $403K
Sutton Place Investors LLC 0.19% Reduce -4.1% 7,520 $402K
Geneos Wealth Management Inc. 0.01% Reduce -12.4% 7,472 $400K
Encompass Wealth Advisors, LLC 0.12% New 7,071 $378K
OneDigital Investment Advisors LLC 0.00% New 6,789 $363K
Semus Wealth Partners LLC 0.17% Add +60.7% 6,568 $351K
Plan Group Financial, LLC 0.07% Add +3.8% 6,561 $351K
Weaver Consulting Group 0.07% Reduce -11.7% 6,518 $349K
Bank of New York Mellon Corp 0.00% New 6,319 $338K
WNY Asset Management, LLC 0.03% Add +31.1% 6,154 $329K
Cambridge Advisors Inc. 0.06% Add +3.2% 6,008 $321K
Fifth Third Bancorp 0.00% Reduce -44.5% 5,960 $319K
Parsons Capital Management Inc. 0.01% Add +8.0% 5,927 $317K
Newman Dignan & Sheerar, Inc. 0.06% No change 5,925 $317K
Golden State Wealth Management, LLC 0.03% Add +1.1% 5,904 $316K
Carter Financial, LLC 0.23% New 5,853 $313K
Summit Wealth Partners, LLC 0.04% Reduce -39.3% 5,828 $312K
Advisory Services Network, LLC 0.00% Add +64.7% 5,776 $309K
VestGen Advisors, LLC 0.01% Reduce -96.9% 5,706 $305K
Orion Porfolio Solutions, LLC 0.00% New 5,633 $301K
Sequent Planning LLC 0.06% Add +14.2% 5,374 $288K
N.E.W. Advisory Services LLC 0.02% Add +436.0% 5,360 $287K
Prospect Financial Services LLC 0.14% Add +6.4% 5,298 $283K
Cladis Investment Advisory, LLC 0.13% New 5,235 $280K
Taylor Securities Services, Inc. 0.11% Reduce -12.4% 5,230 $280K
Perennial Investment Advisors, LLC 0.02% New 5,227 $280K
Petros Family Wealth, LLC 0.16% Reduce -8.1% 5,037 $269K
Quadrant Private Wealth Management, LLC 0.06% No change 4,900 $262K
Morgan Stanley 0.00% Reduce -17.8% 4,595 $246K
Bond & Devick Financial Network, Inc. 0.06% Add +11.8% 4,565 $244K
REDW Wealth LLC 0.09% New 4,455 $238K
Ballast Rock Private Wealth LLC 0.11% New 4,316 $231K
Capital Analysts, LLC 0.01% Add +698.5% 4,176 $223K
Principal Securities, Inc. 0.00% Reduce -51.6% 4,082 $218K
KERR FINANCIAL PLANNING Corp 0.24% No change 3,940 $211K
Y-Intercept (Hong Kong) Ltd 0.00% New 3,872 $207K
Strategic Financial Concepts, LLC 0.06% Reduce -74.0% 3,796 $203K
Goldman Sachs Group Inc. 0.00% Reduce -94.5% 3,781 $202K
O'ROURKE & COMPANY, Inc 0.07% Add +0.1% 3,748 $201K
Coppell Advisory Solutions LLC 0.01% New 29,645 $151K
Cassaday & Co Wealth Management LLC 0.00% New 2,554 $137K
Cary Street Partners Financial LLC 0.00% Reduce -59.7% 2,072 $111K
Arax Advisory Partners 0.00% New 2,046 $109K
Paladin Advisory Group, LLC 0.07% New 1,887 $101K
JFS Wealth Advisors, LLC 0.00% No change 1,835 $98K
Portfolio Resources Advisor Group, Inc. 0.07% No change 1,541 $82K
Cordgrass Capital Advisors, LLC 0.03% Add +22.1% 1,473 $79K
Cornerstone Planning Group LLC 0.01% Add +4.0% 1,468 $78K
Balentine LLC 0.00% Reduce -0.4% 1,436 $77K
Rockefeller Capital Management L.P. 0.00% Reduce -12.0% 1,411 $75K
Steward Partners Investment Advisory, LLC 0.00% Add +0.1% 1,405 $75K
Qube Research & Technologies Ltd 0.00% New 1,257 $67K
LGT Financial Advisors LLC 0.34% Add +11.1% 1,184 $63K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -72.2% 1,180 $63K
Burnham & Co LLC 0.05% — 1,150 $62K
Transamerica Financial Advisors, LLC 0.00% Add +4.1% 1,011 $54K
CENTRAL TRUST Co 0.00% New 1,008 $54K
Peck Wealth Management, LLC 0.02% Reduce -99.0% 496 $27K
Mark Sheptoff Financial Planning, LLC 0.01% Add +0.4% 485 $26K
Richardson Financial Services Inc. 0.01% Reduce -3.5% 476 $25K
PlanVest Financial, Inc 0.02% No change 463 $25K
Aptus Capital Advisors, LLC 0.00% Reduce -43.5% 349 $19K
Truvestments Capital LLC 0.00% New 343 $18K
Birchbrook, Inc. 0.01% New 295 $16K
Bernard Wealth Management Corp. 0.00% No change 225 $12K
Elevated Capital Advisors, LLC 0.00% New 206 $11K
William B. Walkup & Associates, Inc. 0.01% New 201 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 164 $9K
Colonial Trust Co / SC 0.00% Add +19.0% 94 $5K
Triumph Capital Management 0.00% Add +1.2% 83 $4K
Fiduciary Financial Advisors 0.00% New 48 $3K
Highline Wealth Partners LLC 0.00% New 40 $2K
Entrust Financial LLC 0.00% Add +4.2% 25 $1K
Allspring Global Investments Holdings, LLC 0.00% New 1 $69

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