Who Owns JPMorgan Active Bond ETF (JBND)?Hedge Fund & Institutional Holders

$53.76-0.09 (-0.16%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.090003242082489e+251T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$51.74$52.55$53.36$54.17$54.98Jun 24May 25Mar 26

JBND — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Allworth Financial LPNew Position+6.0M+$324.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+2.6M+$143.0M
Janney Montgomery Scott LLCNew Position+2.1M+$111.0M
Vestmark Advisory Solutions, Inc.New Position+1.4M+$76.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.3M+$72.0M
Pine Valley Investments Ltd Liability CoNew Position+1.3M+$67.7M
CWM, LLCNew Position+1.2M+$63.7M
LVZ, Inc.New Position+937K+$50.7M
JONES FINANCIAL COMPANIES LLLPNew Position+836K+$45.0M
Intrua Financial, LLCNew Position+715K+$38.6M
LIFELONG WEALTH ADVISORS, INC.New Position+651K+$35.2M
Essex LLCNew Position+614K+$33.2M
SMITHBRIDGE ASSET MANAGEMENT INC/DENew Position+621K+$33.0M
SAGESPRING WEALTH PARTNERS, LLCNew Position+548K+$29.7M
D.A. DAVIDSON & CO.New Position+499K+$27.0M

JBND — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
VestGen Advisors, LLCDecreased-111K-$12.9B
Ruggaard & Associates LLCDecreased-23K-$12.4B
Integrated Wealth Concepts LLCDecreased-70K-$9.9B
Centurion Wealth Management LLCDecreased-17K-$9.7B
GOLDMAN SACHS GROUP INCDecreased-138K-$8.0B
Defined Financial Planning LLCClosed Position-75K-$4.0B
Atria Investments, IncDecreased-8K-$4.0B
JANE STREET GROUP, LLCClosed Position-57K-$3.1B
Legacy Wealth Managment, LLC/IDDecreased-2K-$2.0B
US BANCORP \DE\Closed Position-17K-$916.7M
Richard P Slaughter Associates IncDecreased-75-$744.8M
Balentine LLCDecreased-2K-$731.2M
RENAISSANCE TECHNOLOGIES LLCClosed Position-10K-$546.4M
Fortis Group Advisors, LLCDecreased-845-$382.9M
PRINCIPAL SECURITIES, INC.Decreased-124-$382.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC13,119,154$709.0M0.19%Share
2Allworth Financial LP5,996,081$324.2M1.33%Share
3CAPTRUST FINANCIAL ADVISORS4,623,078$249.0M0.47%Share
4AMERIPRISE FINANCIAL INC3,794,655$205.0M0.05%Share
5Cetera Investment Advisers3,013,673$162.0M0.18%Share
6ENVESTNET ASSET MANAGEMENT INC2,646,574$143.0M0.04%Share
7Private Advisor Group, LLC2,630,270$142.0M0.67%Share
8BANK OF AMERICA CORP /DE/2,455,184$132.0M0.01%Share
9Janney Montgomery Scott LLC2,054,089$111.0M0.25%Share
10Diversified Portfolios, Inc.1,921,439$103.9M8.65%Share
11JPMORGAN CHASE & CO1,905,970$103.0M0.01%Share
12BALDWIN WEALTH PARTNERS LLC/MA1,456,617$78.8M5.04%Share
13ROYAL BANK OF CANADA1,449,080$78.0M0.01%Share
14Vestmark Advisory Solutions, Inc.1,408,140$76.1M1.03%Share
15MML INVESTORS SERVICES, LLC1,401,713$75.0M0.18%Share
16Summit Financial, LLC1,359,312$73.0M1.07%Share
17COMMONWEALTH EQUITY SERVICES, LLC1,347,529$72.0M0.10%Share
18Berger Financial Group, Inc1,331,163$72.0M4.17%Share
19Bridgewater Advisors Inc.1,245,983$67.3M4.36%Share
20IAG Wealth Partners, LLC1,200,760$64.9M7.52%Share
21CWM, LLC1,178,579$63.7M0.17%Share
22JPMORGAN CHASE & CO1,131,705$61.0M0.00%Share
23RAYMOND JAMES FINANCIAL INC1,082,896$58.0M0.02%Share
24StoneX Group Inc.957,525$51.0M2.21%Share
25LVZ, Inc.937,097$50.7M5.66%Share
26Peterson Wealth Advisors, LLC878,288$47.5M6.33%Share
27JONES FINANCIAL COMPANIES LLLP835,688$45.0M0.03%Share
28Intrua Financial, LLC714,720$38.6M4.08%Share
29Pallas Capital Advisors LLC683,422$37.0M1.22%Share
30LIFELONG WEALTH ADVISORS, INC.650,520$35.2M9.32%Share
31Essex LLC614,394$33.2M5.88%Share
32Cambridge Investment Research Advisors, Inc.611,024$33.0M0.09%Share
33SMITHBRIDGE ASSET MANAGEMENT INC/DE621,004$33.0M2.82%Share
34Larson Financial Group LLC608,573$32.0M1.06%Share
35SAGESPRING WEALTH PARTNERS, LLC548,417$29.7M0.54%Share
36D.A. DAVIDSON & CO.499,423$27.0M0.17%Share
37FMR LLC514,165$27.0M0.00%Share
38Arlington Financial Advisors, LLC498,856$27.0M3.86%Share
39NewEdge Wealth, LLC481,078$26.0M0.29%Share
40Dynasty Wealth Management, LLC473,515$25.0M0.25%Share
41CGC Financial Services, LLC450,200$24.3M6.51%Share
42MEANS INVESTMENT CO., INC.424,830$23.0M1.94%Share
43AXXCESS WEALTH MANAGEMENT, LLC401,000$21.7M0.08%Share
44BANK OF AMERICA CORP /DE/405,322$21.0M0.00%Share
45WEALTH ENHANCEMENT ADVISORY SERVICES, LLC368,627$19.9M0.03%Share
46Capital Investment Advisory Services, LLC357,905$19.4M1.37%Share
47Ocean Park Asset Management, LLC351,700$19.0M0.89%Share
48WELLS FARGO & COMPANY/MN367,571$19.0M0.00%Share
49OpenArc Corporate Advisory, LLC361,721$19.0M0.31%Share
50OSAIC HOLDINGS, INC.345,854$18.0M0.03%Share

JBND Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025265$4.8B+138
Q3 2025127$2.2T-33
Q2 2025160$1.7T+22
Q1 2025138$1.4T+43
Q4 202495$124.7T+48
Q3 202447$247.4T+11
Q2 202436$159.1T+17
Q1 202419$126.5T—

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As of Q4 2025, 50 institutional investors hold JBND (JPMorgan Active Bond ETF). The largest holder is LPL Financial LLC with $709.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own JBND?

As of Q4 2025, 50 institutional investors report holding JBND (JPMorgan Active Bond ETF) in their 13F filings.

Who is the largest institutional holder of JBND?

The largest institutional holder of JBND is LPL Financial LLC with $709.0M in shares.

Is institutional ownership of JBND increasing or decreasing?

This quarter, 15 institutions opened new positions in JBND and 4 closed their positions.