Free Trial

JPMorgan Active Bond ETF (JBND) Institutional Ownership

JPMorgan Active Bond ETF logo
$51.10 +0.01 (+0.01%)
Closing price 03:59 PM Eastern
Extended Trading
$51.10 0.00 (0.00%)
As of 07:31 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for JPMorgan Active Bond ETF (NYSE:JBND)

Number of
Institutional Buyers
(last 12 months)
263
Total
Institutional Inflows
(last 12 months)
$3.06B
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$90.85M
Get JBND Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Active Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JBND Institutional Buying and Selling by Quarter

JPMorgan Active Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Baldwin Wealth Partners LLC MA1,486,872$76.01M5.1%N/A0.860%
10/13/2026Midwest Financial Network LLC41,090$2.10M1.5%-32.2%0.024%
10/10/2026Taylor & Morgan Wealth Management LLC7,121$364K0.2%N/A0.004%
10/9/2026Capital Advisors Wealth Management LLC281,859$14.41M1.7%+19.6%0.165%
10/9/2026Avaii Wealth Management LLC25,373$1.29M0.4%-7.9%0.015%
10/9/2026Riversedge Advisors LLC290,625$14.86M1.8%+30.1%0.170%
10/9/2026Chapin Davis Inc.10,915$558K0.1%N/A0.006%
10/9/2026Emergent Wealth Advisors LLC14,639$748K0.4%+51.6%0.009%
10/9/2026Acropolis Investment Management LLC55,004$2.81M0.1%N/A0.032%
10/9/2026Galvin Gaustad & Stein LLC15,775$806K0.1%+4.3%0.009%
10/8/2026Farther Finance Advisors LLC216,982$11.09M0.1%+25.0%0.127%
10/8/2026Peterson Wealth Advisors LLC993,000$50.76M5.9%+6.8%0.581%
10/7/2026Cooper Financial Group124,516$6.37M0.5%-9.5%0.073%
10/7/2026Weaver Consulting Group10,165$520K0.1%+56.0%0.006%
10/6/2026Bank of New Hampshire121,663$6.22M1.3%+40.8%0.072%
10/5/2026MassMutual Private Wealth & Trust FSB61,297$3.13M0.1%N/A0.036%
9/23/2026Envestnet Portfolio Solutions Inc.25,726$1.38M0.0%+205.5%0.016%
9/23/2026Envestnet Asset Management Inc.5,099,381$272.82M0.0%+38.5%3.157%
9/9/2026Sequoia Financial Advisors LLC29,171$1.56M0.0%-48.1%0.018%
9/9/2026Capital Analysts LLC4,176$223K0.0%+698.5%0.003%
9/9/2026Insight Wealth Partners LLC136,459$7.30M1.0%+11.3%0.084%
9/9/2026Pinnacle Wealth Management Advisory Group LLC15,203$813K0.0%+14.8%0.009%
9/9/2026Integrated Wealth Concepts LLC263,754$14.11M0.1%+10.5%0.163%
9/9/2026NewEdge Advisors LLC332,801$17.81M0.1%+10.4%0.206%
9/9/2026IFP Advisors Inc94,096$5.03M0.1%+16.9%0.058%
9/9/2026Baird Financial Group Inc.139,265$7.45M0.0%+8.6%0.086%
9/9/2026XY Planning Network Inc.7,578$405K0.1%N/A0.005%
9/8/2026Allworth Financial LP9,101,672$486.94M2.1%+48.5%5.634%
9/8/2026Waverly Advisors LLC8,570$459K0.0%N/A0.005%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group99,779$5.28M0.5%+71.8%0.062%
8/23/2026Yarger Wealth Strategies LLC107,548$5.70M2.0%-12.9%0.067%
8/23/2026Unique Wealth LLC19,818$1.06M0.1%+226.9%0.012%
8/22/2026Tenet Wealth Partners LLC131,606$6.96M5.1%N/A0.081%
8/22/2026Hopwood Nicholas Hunter74,153$3.97M1.1%N/A0.046%
8/22/2026Elevation Wealth Management LLC24,314$1.30M1.0%+33.1%0.015%
8/22/2026BAM Wealth Management LLC12,607$674K0.4%+33.3%0.008%
8/22/2026Legacy Wealth Managment LLC ID28,880$1.55M0.7%-23.9%0.018%
8/22/2026TD Waterhouse Canada Inc.40,829$2.17M0.0%+12.4%0.025%
8/22/2026Concurrent Investment Advisors LLC9,079$486K0.0%+49.1%0.006%
8/21/2026Coppell Advisory Solutions LLC29,645$1.59M0.3%N/A0.018%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
7/10/2026Farrell Financial LLC24,354$1.30M0.7%+19.3%0.016%
7/10/2026KWB Wealth388,588$20.79M1.8%+42.7%0.248%
7/10/2026Sherman Wealth Management LLC86,766$4.64M3.5%+10.2%0.055%
7/10/2026Choice Wealth Advisors LLC341,073$18.25M6.4%+4.0%0.218%
7/9/2026Centurion Wealth Management LLC145,927$7.81M1.9%-18.7%0.093%
7/8/2026Sonoma Allocations LLC108,311$5.77M2.2%-26.4%0.069%
7/8/2026TrueWealth Advisors LLC26,243$1.40M0.3%+8.3%0.017%
7/8/2026Cooper Financial Group137,654$7.37M0.6%+3.5%0.088%
7/8/2026Midwest Financial Network LLC60,599$3.24M2.2%-7.3%0.039%
7/7/2026Madison Park Capital Advisors LLC35,897$1.92M1.0%+141.3%0.023%
7/7/2026Dynamic Advisor Solutions LLC9,518$509K0.0%-7.0%0.006%
7/7/2026CGN Advisors LLC290,493$15.54M1.1%-0.8%0.187%
7/2/2026MassMutual Private Wealth & Trust FSB70,467$3.77M0.1%+44.3%0.045%
7/2/2026Cedar Mountain Advisors LLC81,627$4.37M0.8%+34.3%0.053%
6/8/2026Pine Valley Investments Ltd Liability Co339,904$18.28M0.8%+3.8%0.244%
6/4/2026Midwest Financial Network LLC65,396$3.52M2.8%N/A0.047%
6/3/2026Parallel Advisors LLC94,606$5.09M0.1%+14.6%0.068%
6/3/2026NewEdge Advisors LLC301,353$16.20M0.1%+30.2%0.217%
5/26/2026Ruggaard & Associates LLC209,020$11.24M4.5%+1.1%0.150%
5/22/2026WNY Asset Management LLC4,693$252K0.0%N/A0.003%
5/19/2026Western Wealth Management LLC50,433$2.71M0.1%+5.3%0.036%
5/19/2026Sonoma Allocations LLC147,141$7.90M2.7%-13.3%0.106%
5/19/2026NewEdge Advisors LLC238,394$12.82M0.2%+3.0%0.171%
5/19/2026Bank of America Corp DE4,223,148$227.08M0.0%+47.2%3.037%
5/19/2026Arkadios Wealth Advisors56,436$3.04M0.0%N/A0.041%
5/18/2026Royal Bank of Canada2,443,755$131.40M0.0%+64.3%1.757%
5/15/2026Gateway Wealth Partners LLC79,665$4.28M0.2%+438.9%0.057%
5/15/2026Vawter Financial Ltd.344,454$18.52M7.8%+5.7%0.248%
5/15/2026Bridgewater Advisors Inc.1,622,258$86.52M5.3%+30.2%1.167%
5/14/2026Compound Planning Inc.7,427$399K0.0%N/A0.005%
5/13/2026Cetera Investment Advisers3,834,235$206.17M0.2%+27.2%2.757%
5/13/2026NewEdge Wealth LLC577,358$31.05M0.4%+20.0%0.415%
5/7/2026Legacy Wealth Managment LLC ID37,939$2.04M1.0%+7.8%0.027%
5/7/2026Parallel Advisors LLC94,606$5.09M0.1%+14.6%0.068%
5/7/2026Resolute Wealth Strategies LLC9,723$523K0.2%+25.9%0.007%
5/6/2026Cornerstone Planning Group LLC1,411$75K0.0%+103.0%0.001%
5/6/2026Assetmark Inc.40,256$2.17M0.0%+0.7%0.029%
5/6/2026Gallacher Capital Management LLC128,510$6.91M2.6%+5.9%0.092%
5/6/2026Independent Financial Group LLC11,575$622K0.0%N/A0.008%
5/5/2026D.A. Davidson & CO.538,251$28.94M0.2%+7.8%0.387%
5/5/2026Beaumont Financial Advisors LLC9,844$529K0.0%-16.0%0.007%
5/5/2026Compass Financial Group Inc.58,381$3.14M1.4%-1.6%0.042%
5/5/2026Geneos Wealth Management Inc.8,529$459K0.0%+62.9%0.006%
5/5/2026Sanctuary Advisors LLC117,992$6.34M0.0%-38.4%0.085%
5/5/2026Sigma Planning Corp83,733$4.50M0.1%+3.3%0.060%
5/5/2026Flynn Zito Capital Management LLC88,456$4.76M1.5%N/A0.064%
5/4/2026Mattern Capital Management LLC108,340$5.83M0.7%+0.5%0.078%
5/4/2026Evernest Financial Advisors LLC61,719$3.32M0.7%+8.9%0.044%
5/4/2026Bleakley Financial Group LLC59,799$3.22M0.1%+5.5%0.043%
5/4/2026Archer Investment Corp40,250$2.16M0.5%+35.8%0.029%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
5/4/2026Uptick Partners LLC15,524$835K0.2%+116.2%0.011%
5/4/2026Innealta Capital LLC91,449$4.92M3.1%+124.9%0.066%
5/2/2026Citizens Business Bank214,255$11.52M1.9%+2.5%0.154%
5/1/2026Fifth Third Bancorp10,748$578K0.0%N/A0.008%
5/1/2026Sovran Advisors LLC99,525$5.34M0.4%+4.5%0.072%
5/1/2026Simplicity Wealth LLC6,516$350K0.0%+6.9%0.005%
5/1/2026Sequoia Financial Advisors LLC56,251$3.03M0.0%-21.7%0.041%
5/1/2026Cedar Mountain Advisors LLC60,772$3.27M0.6%+0.8%0.044%
4/30/2026Yukon Wealth Management Inc.24,838$1.34M0.8%N/A0.018%
4/30/2026Kestra Advisory Services LLC122,701$6.60M0.0%-4.9%0.089%


JBND Institutional Ownership - Frequently Asked Questions

During the previous two years, 310 institutional investors and hedge funds held shares of JPMorgan Active Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($709.35M), Allworth Financial LP ($486.94M), Envestnet Asset Management Inc. ($272.82M), Captrust Financial Advisors ($249.97M), Bank of America Corp DE ($227.08M), Cetera Investment Advisers ($206.17M), and Private Advisor Group LLC ($191.17M).Learn more on JPMorgan Active Bond ETF's institutional investors.

Of the 307 institutional investors that purchased JPMorgan Active Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($8.97M), LPL Financial LLC ($7.65M), Captrust Financial Advisors ($4.62M), JPMorgan Chase & Co. ($3.37M), Cetera Investment Advisers ($3.23M), Private Advisor Group LLC ($3.12M), and Baldwin Wealth Partners LLC MA ($2.95M).

Institutional investors have bought a total of 56,800,001 shares in the last 24 months. This purchase volume represents approximately $3.06B in transactions.

Of the 44 institutional investors that sold JPMorgan Active Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($325.98K), Smithbridge Asset Management Inc. DE ($292.97K), Sonoma Allocations LLC ($158.72K), Goldman Sachs Group Inc. ($138.30K), VestGen Advisors LLC ($111.30K), IAG Wealth Partners LLC ($91.22K), and Sanctuary Advisors LLC ($73.46K).

Institutional investors have sold a total of 1,685,734 shares in the last 24 months. This volume of shares sold represents approximately $90.85M in transactions.



Institutional ownership data for NYSE:JBND is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners