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JPMorgan Active Bond ETF (JBND) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
168
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$125.70M
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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
9/4/2025Osaic Holdings Inc.177,922$9.54M0.0%+24.3%0.382%
8/25/2025Silverlake Wealth Management LLC34,505$1.85M0.5%+6.8%0.074%
8/20/2025Coppell Advisory Solutions LLC11,763$628K0.1%N/A0.025%
8/18/2025Tyler Stone Wealth Management102,707$5.50M0.9%+2.0%0.220%
8/18/2025Geneos Wealth Management Inc.2,120$114K0.0%+107.4%0.005%
8/15/2025High Falls Advisors Inc3,895$209K0.0%N/A0.008%
8/15/2025Visionary Wealth Advisors6,183$331K0.0%N/A0.013%
8/15/2025MML Investors Services LLC934,225$50.07M0.1%+20.4%2.005%
8/15/2025Great Valley Advisor Group Inc.128,997$6.91M0.2%-3.8%0.277%
8/15/2025Bank of America Corp DE346,945$18.59M0.0%N/A0.745%
8/14/2025Vienna Asset Management LLC40,577$2.18M1.5%+20.8%0.087%
8/14/2025Jane Street Group LLC203,111$10.89M0.0%-16.0%0.436%
8/14/2025Raymond James Financial Inc.377,875$20.25M0.0%-17.6%0.811%
8/14/2025NewEdge Advisors LLC72,915$3.91M0.0%-2.6%0.156%
8/14/2025Cary Street Partners Financial LLC1,925$103K0.0%+414.7%0.004%
8/13/2025Cary Street Partners Investment Advisory LLC3,506$188K0.1%-24.7%0.008%
8/13/2025Rosenblum Silverman Sutton S F Inc. CA83,010$4.45M1.1%+38.7%0.178%
8/13/2025StoneX Group Inc.264,181$14.16M0.7%+15.4%0.567%
8/13/2025Baird Financial Group Inc.112,727$6.04M0.0%+1.7%0.242%
8/13/2025IAG Wealth Partners LLC991,378$53.13M7.0%-8.2%2.127%
8/13/2025Twin Peaks Wealth Advisors LLC9,836$526K0.2%+10.6%0.021%
8/13/2025VestGen Advisors LLC236,931$12.71M0.5%+23.5%0.508%
8/13/2025Northwestern Mutual Wealth Management Co.503$27K0.0%-67.1%0.001%
8/12/2025Resolute Wealth Strategies LLC5,856$314K0.2%+51.9%0.013%
8/12/2025Vawter Financial Ltd.14,098$756K8.5%-85.0%0.030%
8/12/2025Global Retirement Partners LLC95,268$5.11M0.1%N/A0.204%
8/12/2025Archer Investment Corp21,693$1.16M0.3%+135.6%0.047%
8/12/2025JPMorgan Chase & Co.570,031$30.55M0.0%+9.1%1.223%
8/11/2025Diversified Portfolios Inc.1,625,209$87.10M8.3%+9.0%3.488%
8/11/2025Inspire Advisors LLC21,410$1.15M0.1%N/A0.046%
8/11/2025Western Wealth Management LLC40,075$2.15M0.1%+13.7%0.086%
8/8/2025Kingsview Wealth Management LLC4,279$229K0.0%N/A0.009%
8/8/2025Cetera Investment Advisers1,700,150$91.11M0.2%+63.7%3.648%
8/8/2025OmniStar Financial Group Inc.53,937$2.89M2.2%+16.3%0.116%
8/8/2025Prospect Financial Services LLC4,135$222K0.1%N/A0.009%
8/8/2025Intrua Financial LLC657,211$35.22M4.7%-1.5%1.410%
8/8/2025Royal Harbor Partners LLC166,166$8.91M3.3%+0.9%0.357%
8/7/2025Nwam LLC4,404$235K0.0%N/A0.009%
8/6/2025Prospera Financial Services Inc29,935$1.60M0.0%+16.4%0.064%
8/6/2025AE Wealth Management LLC11,221$601K0.0%N/A0.024%
8/6/2025Mark Sheptoff Financial Planning LLC797$43K0.0%+42.3%0.002%
8/6/2025Legacy Wealth Managment LLC ID41,462$2.22M1.2%+7.3%0.089%
8/6/2025Quadrant Private Wealth Management LLC4,900$263K0.1%+22.5%0.011%
8/6/2025Vestmark Advisory Solutions Inc.35,213$1.89M0.0%N/A0.076%
8/6/2025Innealta Capital LLC44,591$2.39M1.3%-87.8%0.096%
8/6/2025Commonwealth Equity Services LLC932,398$49.97M0.1%+16.8%2.001%
8/5/2025Sigma Planning Corp60,046$3.22M0.1%N/A0.129%
8/5/2025Aurdan Capital Management LLC17,185$921K0.3%+19.3%0.037%
8/5/2025Beam Wealth Advisors Inc.39,793$2.13M0.6%+235.5%0.085%
8/4/2025IFG Advisory LLC63,621$3.41M0.2%+325.4%0.137%
8/4/2025Atria Investments Inc63,469$3.40M0.0%N/A0.136%
8/4/2025Savvy Advisors Inc.205,026$10.99M0.7%N/A0.440%
8/4/2025Assetmark Inc.1,024$55K0.0%N/A0.002%
8/4/2025Northwest Financial Advisors41,915$2.25M3.1%+3.4%0.090%
8/1/2025GGM Financials LLC12,078$647K0.1%+92.0%0.026%
8/1/2025GWN Securities Inc.21,342$1.15M0.2%-8.4%0.046%
8/1/2025Ashton Thomas Private Wealth LLC49,914$2.68M0.1%+22.9%0.108%
8/1/2025Envestnet Asset Management Inc.1,475,828$78.72M0.0%+3.4%3.181%
7/31/2025Insight Wealth Partners LLC94,436$5.06M2.0%+7.4%0.204%
7/31/2025MN Wealth Advisors LLC15,486$830K0.5%-3.7%0.033%
7/31/2025Opes Wealth Management LLC170,970$9.16M1.6%+10.1%0.368%
7/30/2025Bleakley Financial Group LLC29,542$1.58M0.0%N/A0.065%
7/30/2025D.A. Davidson & CO.288,528$15.46M0.1%+7.3%0.631%
7/30/2025WBH Advisory Inc.90,445$4.85M0.4%+816.4%0.198%
7/29/2025Pinnacle Wealth Management LLC236,927$12.70M10.6%+24.3%0.518%
7/29/2025Citizens Business Bank199,665$10.70M2.1%N/A0.437%
7/29/2025Private Trust Co. NA10,702$574K0.1%+145.9%0.023%
7/29/2025Latitude Advisors LLC4,569$245K0.1%N/A0.010%
7/28/2025Evernest Financial Advisors LLC41,939$2.25M0.7%N/A0.092%
7/28/2025Essex LLC36,400$1.95M0.4%N/A0.080%
7/28/2025Harbour Investments Inc.2,890$155K0.0%+21.5%0.006%
7/28/2025CGC Financial Services LLC443,166$23.75M8.0%N/A0.970%
7/28/2025Sagespring Wealth Partners LLC368,452$19.75M0.2%N/A0.806%
7/28/2025RFG Advisory LLC41,181$2.21M0.1%+5.5%0.090%
7/28/2025Axxcess Wealth Management LLC141,567$7.59M0.2%+174.9%0.310%
7/25/2025Envestnet Portfolio Solutions Inc.4,151$222K0.0%N/A0.009%
7/25/2025Total Clarity Wealth Management Inc.11,400$611K0.2%+15.3%0.025%
7/25/2025Yarger Wealth Strategies LLC92,505$4.96M2.6%-5.9%0.203%
7/25/2025CWM LLC978,086$52.42M0.2%+834.2%2.147%
7/25/2025Means Investment CO. Inc.364,117$19.51M1.8%+1.7%0.799%
7/24/2025Blue Trust Inc.19,718$1.06M0.0%+42.5%0.044%
7/24/2025Robertson Stephens Wealth Management LLC15,134$811K0.0%N/A0.034%
7/24/2025Coordinated Financial Services Inc.7,851$421K0.3%N/A0.018%
7/24/2025IFP Advisors Inc48,695$2.61M0.1%+1,368.5%0.109%
7/24/2025Baldwin Wealth Partners LLC MA1,343,741$72.01M4.9%-0.6%2.996%
7/24/2025US Bancorp DE26,168$1.40M0.0%+47.1%0.058%
7/23/2025Ignite Planners LLC4,156$220K0.0%N/A0.009%
7/23/2025WESPAC Advisors LLC51,762$2.77M1.9%+911.8%0.115%
7/23/2025Defined Financial Planning LLC62,911$3.32M3.0%N/A0.140%
7/23/2025Prime Capital Investment Advisors LLC26,303$1.41M0.0%N/A0.059%
7/22/2025Cedar Mountain Advisors LLC53,096$2.85M0.6%-2.8%0.118%
7/22/2025Sutton Place Investors LLC7,087$380K0.2%-5.3%0.016%
7/22/2025Berger Financial Group Inc1,266,953$67.90M4.4%+1.3%2.825%
7/22/2025USAdvisors Wealth Management LLC32,554$1.74M0.6%+11.7%0.073%
7/21/2025Ascent Group LLC17,380$931K0.0%+10.0%0.039%
7/21/2025Mattern Capital Management LLC104,228$5.59M0.7%N/A0.233%
7/21/2025Triad Wealth Partners LLC9,171$491K0.1%+47.7%0.021%
7/18/2025Newman Dignan & Sheerar Inc.5,925$318K0.1%-14.4%0.013%
7/18/2025Cooper Financial Group107,522$5.76M0.7%-1.5%0.241%
7/18/2025Truist Financial Corp22,051$1.18M0.0%+145.3%0.049%
(Data available from 1/1/2016 forward)

JBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JBND shares?

During the previous two years, 178 institutional investors and hedge funds held shares of JPMorgan Active Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($242.10M), Cetera Investment Advisers ($91.11M), Diversified Portfolios Inc. ($87.10M), Envestnet Asset Management Inc. ($78.72M), Baldwin Wealth Partners LLC MA ($72.01M), Berger Financial Group Inc ($67.90M), and IAG Wealth Partners LLC ($53.13M).Learn more on JPMorgan Active Bond ETF's institutional investors.

Which institutional investors have been buying JPMorgan Active Bond ETF's stock?

Of the 172 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: LPL Financial LLC ($3.79M), Diversified Portfolios Inc. ($1.63M), Cetera Investment Advisers ($1.62M), Envestnet Asset Management Inc. ($1.46M), Baldwin Wealth Partners LLC MA ($1.35M), IAG Wealth Partners LLC ($1.08M), and LVZ Inc. ($920.07K).

How much institutional buying is happening at JPMorgan Active Bond ETF?

Institutional investors have bought a total of 27,221,774 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

Which of JPMorgan Active Bond ETF's major shareholders have been selling company stock?

Of the 47 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: Innealta Capital LLC ($324.18K), Avaii Wealth Management LLC ($312.20K), Fermata Advisors LLC ($290.03K), Royal Harbor Partners LLC ($257.83K), Focus Financial Network Inc. ($203.75K), Pallas Capital Advisors LLC ($184.47K), and Goldstone Financial Group LLC ($117.55K).

How much institutional selling is happening at JPMorgan Active Bond ETF?

Institutional investors have sold a total of 2,354,964 shares in the last 24 months. This volume of shares sold represents approximately $125.70M in transactions.



This page (NYSEARCA:JBND) was last updated on 10/7/2025 by MarketBeat.com Staff
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