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JPMorgan Active Bond ETF (JBND) Institutional Ownership

$52.98 -0.21 (-0.39%)
As of 07/11/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
131
Total
Institutional Inflows
(last 12 months)
$1.24B
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$86.66M
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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
7/10/2025 Guided Capital Wealth Management LLC128,188$6.87M5.3%-3.7%0.295%
7/10/2025 Waypoint Wealth Partners Inc.8,194$439K0.1%N/A0.019%
7/10/2025 Wealth Enhancement Advisory Services LLC412,063$21.91M0.0%+50.0%0.948%
7/10/2025 Focus Financial Network Inc.25,584$1.37M0.1%-88.4%0.059%
7/10/2025 Sovran Advisors LLC75,302$3.99M0.4%N/A0.173%
7/9/2025 Pallas Capital Advisors LLC612,640$32.83M1.3%-2.5%1.410%
7/9/2025 Lifelong Wealth Advisors Inc.566,067$30.34M10.1%N/A1.303%
7/9/2025 Fermata Advisors LLC43,291$2.32M0.6%-87.0%0.100%
7/8/2025 Goldstone Financial Group LLC154,474$8.21M1.1%-43.2%0.354%
7/8/2025 Gallacher Capital Management LLC106,630$5.71M2.6%+3.3%0.244%
7/8/2025 Parallel Advisors LLC84,463$4.53M0.1%-1.0%0.194%
7/7/2025 Peterson Wealth Advisors LLC176,130$9.44M1.6%+15.3%0.404%
7/7/2025 Centurion Wealth Management LLC183,158$9.82M2.8%-6.5%0.420%
7/3/2025 TrueWealth Advisors LLC11,240$602K0.2%+23.7%0.032%
5/28/2025Intrua Financial LLC666,996$35.70M5.2%+1.9%1.753%
5/21/2025Geneos Wealth Management Inc.1,022$55K0.0%-52.7%0.003%
5/19/2025Jane Street Group LLC241,811$12.94M0.0%+1,143.1%0.684%
5/16/2025Ascent Group LLC15,795$845K0.0%+85.2%0.045%
5/16/2025Ashton Thomas Private Wealth LLC40,612$2.17M0.1%-7.9%0.115%
5/16/2025Goldman Sachs Group Inc.197,800$10.59M0.0%N/A0.561%
5/16/2025Jones Financial Companies Lllp13,834$689K0.0%-85.8%0.039%
5/16/2025Legacy Wealth Managment LLC ID38,652$2.07M1.5%N/A0.109%
5/16/2025Coordinated Financial Services Inc. CO7,851$420K0.3%N/A0.022%
5/16/2025Ruggaard & Associates LLC227,038$12.15M5.3%+0.1%0.642%
5/16/2025NewEdge Advisors LLC74,880$4.01M0.0%+40.5%0.212%
5/16/2025Integrated Wealth Concepts LLC57,010$3.05M0.0%N/A0.161%
5/16/2025AQR Capital Management LLC20,693$1.11M0.0%-18.9%0.059%
5/15/2025EP Wealth Advisors LLC7,422$397K0.0%N/A0.021%
5/15/2025Royal Bank of Canada520,962$27.88M0.0%+52.8%1.474%
5/15/2025Insight Wealth Partners LLC87,936$4.71M0.8%-0.7%0.249%
5/15/2025Baird Financial Group Inc.110,841$5.93M0.0%-3.3%0.314%
5/14/2025Jane Street Group LLC241,811$12.94M0.0%+1,143.1%0.684%
5/14/2025Northwestern Mutual Wealth Management Co.1,531$82K0.0%N/A0.004%
5/14/2025Pinnacle Wealth Management LLC190,615$10.20M11.5%N/A0.539%
5/13/2025Tyler Stone Wealth Management100,677$5.39M1.0%+8.0%0.285%
5/13/2025Raymond James Financial Inc.458,588$24.54M0.0%N/A1.297%
5/13/2025HighTower Advisors LLC259,032$13.86M0.0%+234.0%0.733%
5/12/2025Cooper Financial Group109,179$5.84M0.8%-3.1%0.309%
5/12/2025Aveo Capital Partners LLC129,610$6.88M1.1%+6.6%0.367%
5/12/2025Berger Financial Group Inc1,250,930$66.95M4.6%+9.9%3.539%
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5/12/2025WBH Advisory Inc.9,870$528K0.0%-10.9%0.028%
5/9/2025Cary Street Partners Investment Advisory LLC4,659$249K0.1%-5.5%0.013%
5/9/2025Atria Wealth Solutions Inc.10,837$580K0.0%N/A0.031%
5/9/2025Commonwealth Equity Services LLC797,987$42.71M0.1%+230.8%2.257%
5/9/2025PNC Financial Services Group Inc.2,532$136K0.0%N/A0.007%
5/8/2025IFG Advisory LLC14,954$800K0.0%N/A0.042%
5/8/2025US Bancorp DE17,788$952K0.0%+566.2%0.050%
5/8/2025Harbour Investments Inc.2,379$127K0.0%-13.3%0.007%
5/7/2025Sterling Investment Advisors Ltd.19,960$1.07M0.3%+33.9%0.056%
5/7/2025LPL Financial LLC4,523,594$242.10M0.1%+101.6%12.797%
5/7/2025Vawter Financial Ltd.93,812$5.02M2.8%+44.4%0.265%
5/6/2025USAdvisors Wealth Management LLC29,142$1.56M0.5%+20.3%0.082%
5/6/2025Cetera Investment Advisers1,038,526$55.58M0.1%+643.8%2.938%
5/6/2025Compass Financial Group Inc.60,748$3.25M1.7%-1.7%0.172%
5/6/2025Opes Wealth Management LLC155,340$8.31M1.7%N/A0.439%
5/5/2025 Gallacher Capital Management LLC103,250$5.53M2.7%+11.9%0.292%
5/5/2025Kestra Private Wealth Services LLC185,014$9.90M0.2%+26.9%0.523%
5/5/2025Private Advisor Group LLC65,710$3.52M0.0%+191.3%0.186%
5/5/2025Archer Investment Corp9,207$493K0.1%N/A0.026%
5/2/2025Larson Financial Group LLC224,017$11.99M0.6%+79.3%0.634%
5/1/2025CWM LLC104,699$5.60M0.0%+12.1%0.296%
5/1/2025WESPAC Advisors LLC5,116$274K0.2%N/A0.016%
4/30/2025Aurdan Capital Management LLC14,401$771K0.3%N/A0.044%
4/30/2025Axxcess Wealth Management LLC51,490$2.76M0.1%+23.8%0.157%
4/30/2025 Peterson Wealth Advisors LLC152,771$8.14M1.5%+4.2%0.464%
4/30/2025Silverlake Wealth Management LLC32,318$1.73M0.7%+23.0%0.098%
4/29/2025Envestnet Asset Management Inc.1,427,634$76.41M0.0%+164.5%4.339%
4/29/2025Sutton Place Investors LLC7,482$400K0.3%-9.0%0.023%
4/29/2025Capital Investment Advisory Services LLC312,574$16.73M1.5%+3.0%0.950%
4/29/2025Royal Harbor Partners LLC164,649$8.81M3.4%+3.5%0.500%
4/28/2025D.A. Davidson & CO.268,853$14.39M0.1%N/A0.817%
4/28/2025Private Trust Co. NA4,352$233K0.0%+9.8%0.013%
4/25/2025Essex Financial Services Inc.128,322$6.87M0.5%+13.3%0.390%
4/23/2025SFG Wealth Management LLC.6,632$355K0.2%N/A0.020%
4/23/2025Western Wealth Management LLC35,231$1.89M0.1%+242.0%0.107%
4/23/2025Chapin Davis Inc.11,315$606K0.2%N/A0.034%
4/22/2025Diversified Portfolios Inc.1,490,448$79.77M8.4%+10.3%4.530%
4/22/2025JFS Wealth Advisors LLC1,889$101K0.0%-34.6%0.006%
4/22/2025Cambridge Investment Research Advisors Inc.106,035$5.68M0.0%+258.4%0.322%
4/22/2025LVZ Inc.912,841$48.86M6.4%+7.8%2.775%
4/22/2025Innealta Capital LLC366,917$19.64M10.6%-0.5%1.115%
4/22/2025Cobblestone Asset Management LLC221,290$11.84M6.9%+13.1%0.673%
4/22/2025Advisor Resource Council63,445$3.40M0.3%N/A0.193%
4/21/2025Martin Worley Group77,955$4.17M2.4%+17.9%0.237%
4/21/2025Means Investment CO. Inc.358,030$19.16M2.0%+3.1%1.088%
4/21/2025Blue Trust Inc.13,835$740K0.0%+361.2%0.042%
4/21/2025 Guided Capital Wealth Management LLC133,095$7.12M6.0%N/A0.405%
4/21/2025MN Wealth Advisors LLC16,087$861K0.5%+6.6%0.049%
4/17/2025Janney Montgomery Scott LLC507,750$27.18M0.1%+16.2%1.543%
4/17/2025Cornell Pochily Investment Advisors Inc.4,362$233K0.1%N/A0.013%
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4/16/2025Avaii Wealth Management LLC23,320$1.25M0.7%-92.2%0.071%
4/16/2025IAG Wealth Partners LLC1,080,249$57.82M9.0%+264.6%3.283%
4/16/2025 Wealth Enhancement Advisory Services LLC274,659$14.70M0.0%-7.5%0.835%
4/16/2025 Goldstone Financial Group LLC272,027$14.56M2.2%+10.0%0.827%
4/16/2025Twin Peaks Wealth Advisors LLC8,890$470K0.2%+23.2%0.027%
4/15/2025Yarger Wealth Strategies LLC98,355$5.26M3.1%-4.9%0.299%
4/15/2025 Focus Financial Network Inc.220,881$11.82M0.5%-3.7%0.671%
4/14/2025 Pallas Capital Advisors LLC628,163$33.62M1.4%-21.2%1.909%
4/14/2025Farther Finance Advisors LLC500$27K0.0%+66.7%0.002%
4/14/2025Baldwin Wealth Partners LLC MA1,352,137$72.37M5.1%+79.0%4.110%
(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, 140 institutional investors and hedge funds held shares of JPMorgan Active Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($242.10M), Diversified Portfolios Inc. ($79.77M), Envestnet Asset Management Inc. ($76.41M), Baldwin Wealth Partners LLC MA ($72.37M), Berger Financial Group Inc ($66.95M), IAG Wealth Partners LLC ($57.82M), and Cetera Investment Advisers ($55.58M).Learn more on JPMorgan Active Bond ETF's institutional investors.

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

Of the 134 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. ($1.49M), Envestnet Asset Management Inc. ($1.41M), Baldwin Wealth Partners LLC MA ($1.35M), IAG Wealth Partners LLC ($1.08M), Cetera Investment Advisers ($956.56K), and LVZ Inc. ($912.84K).

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

Institutional investors have bought a total of 23,383,983 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

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

Of the 32 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: Avaii Wealth Management LLC ($311.58K), Fermata Advisors LLC ($290.03K), Royal Harbor Partners LLC ($257.83K), Focus Financial Network Inc. ($203.75K), Pallas Capital Advisors LLC ($184.47K), Goldstone Financial Group LLC ($117.55K), and Jones Financial Companies Lllp ($83.45K).

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

Institutional investors have sold a total of 1,626,523 shares in the last 24 months. This volume of shares sold represents approximately $86.66M in transactions.



This page (NYSEARCA:JBND) was last updated on 7/12/2025 by MarketBeat.com Staff
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