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JPMorgan Active Bond ETF (JBND) Institutional Ownership

JPMorgan Active Bond ETF logo
$53.28 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
262
Total
Institutional Inflows
(last 12 months)
$3.03B
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$157.49M
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JBND Institutional Buying and Selling by Quarter

JPMorgan Active Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 MassMutual Private Wealth & Trust FSB70,467$3.77M0.1%+44.3%0.045%
7/2/2026 Cedar 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%
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%
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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%
5/1/2026 Cedar 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%
4/30/2026IAG Wealth Partners LLC1,109,543$59.66M6.7%-7.6%0.804%
4/29/2026Axxcess Wealth Management LLC228,168$12.27M0.4%+13.8%0.165%
4/28/2026Ascentis Independent Advisors47,923$2.58M0.2%+119.2%0.035%
4/28/2026LVZ Inc.967,020$52.00M5.9%+3.2%0.709%
4/28/2026Berger Financial Group Inc1,443,755$77.63M4.3%+8.5%1.059%
4/28/2026Pennsylvania Capital Management Inc. ADV13,770$740K0.2%N/A0.010%
4/28/2026Cobblestone Asset Management LLC177,858$9.56M4.3%+4.9%0.130%
4/28/2026Latitude Advisors LLC4,849$261K0.1%+5.5%0.004%
4/28/2026WBH Advisory Inc.251,459$13.48M1.0%+37.3%0.184%
4/27/2026Baer Investment Advisory LLC99,327$5.34M0.7%N/A0.073%
4/27/2026World Investment Advisors5,819$313K0.0%+26.4%0.004%
4/27/2026USAdvisors Wealth Management LLC41,910$2.25M0.7%+1.5%0.031%
4/27/2026Private Advisor Group LLC3,555,302$191.17M0.9%+35.2%2.608%
4/25/2026Royal Harbor Partners LLC317,831$17.09M5.8%+89.4%0.233%
4/25/2026Northwest Financial Advisors11,333$609K1.2%N/A0.008%
4/25/2026Smithbridge Asset Management Inc. DE328,037$17.64M2.6%-47.2%0.241%
4/24/2026Prospect Financial Services LLC4,980$268K0.2%+11.3%0.004%
4/24/2026Essex Financial Services Inc.170,383$9.16M0.5%+7.6%0.125%
4/24/2026Balentine LLC1,442$78K0.0%-87.3%0.001%
4/24/2026Essex LLC670,321$36.04M6.4%+9.1%0.492%
4/23/2026Intrua Financial LLC729,351$39.22M4.0%+2.0%0.535%
4/23/2026Peak Financial Advisors LLC259,406$13.95M6.2%-6.8%0.190%
4/22/2026Madison Park Capital Advisors LLC14,875$800K0.6%+32.0%0.011%
4/22/2026Janney Montgomery Scott LLC2,169,628$116.66M0.3%+5.6%1.628%
4/22/2026AGH Wealth Advisors LLC165,832$8.92M6.6%+40.6%0.124%
4/21/2026Pinnacle Wealth Management Advisory Group LLC13,247$712K0.0%+18.7%0.010%
4/21/2026Echo Wealth Management LLC269,004$14.46M8.3%+63.6%0.202%
4/21/2026Sequent Planning LLC4,705$253K0.1%N/A0.004%
4/21/2026RCS Financial Planning LLC9,113$490K0.3%N/A0.007%
4/21/2026Unique Wealth LLC6,062$326K0.0%N/A0.005%
4/21/2026Aegis Wealth Management Inc.7,274$391K0.3%+19.5%0.005%
4/21/2026Fiduciary Alliance LLC80,150$4.32M0.3%N/A0.060%
4/20/2026Kestra Private Wealth Services LLC318,485$17.13M0.2%+11.6%0.239%
4/20/2026Heritage Wealth Management Inc.19,201$1.03M0.5%+30.1%0.014%
4/20/2026Blue Trust Inc.19,509$1.05M0.0%+1.0%0.015%
4/20/2026RFG Advisory LLC81,672$4.39M0.1%+7.6%0.061%
4/17/2026Total Clarity Wealth Management Inc.16,343$879K0.2%+2.5%0.012%
4/17/2026AdvisorNet Financial Inc130,571$7.02M0.4%+2,945.0%0.098%
4/17/2026Clear Trail Advisors LLC274,078$14.74M2.5%N/A0.206%
4/16/2026Cambridge Advisors Inc.5,823$313K0.1%+18.2%0.004%
4/16/2026Sheets Smith Wealth Management15,133$814K0.1%+62.2%0.011%
4/16/2026Triad Wealth Partners LLC12,058$648K0.1%+7.1%0.009%
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4/16/2026Westmount Partners LLC11,000$591K0.1%N/A0.008%
3/17/2026Rockefeller Capital Management L.P.2,172$117K0.0%N/A0.002%
3/13/2026World Investment Advisors4,604$249K0.0%N/A0.004%
3/5/2026Taylor Securities Services Inc.7,078$383K0.2%N/A0.006%
3/4/2026SHP Wealth Management17,993$973K0.1%N/A0.016%
2/23/2026Sonoma Allocations LLC169,762$9.16M3.1%-36.4%0.151%
2/20/2026Ruggaard & Associates LLC206,732$11.18M4.4%-10.1%0.184%
2/19/2026Axxcess Wealth Management LLC200,500$10.84M0.1%+26.6%0.178%
2/19/2026Royal Harbor Partners LLC167,825$9.07M3.0%+1.9%0.149%
2/18/2026High Falls Advisors Inc4,541$246K0.0%+5.0%0.004%


JBND Institutional Ownership - Frequently Asked Questions

During the previous two years, 297 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 ($324.49M), Captrust Financial Advisors ($249.97M), Bank of America Corp DE ($227.08M), Cetera Investment Advisers ($206.17M), Private Advisor Group LLC ($191.17M), and JPMorgan Chase & Co. ($168.21M).Learn more on JPMorgan Active Bond ETF's institutional investors.

Of the 294 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 ($8.39M), Allworth Financial LP ($6.00M), Captrust Financial Advisors ($4.62M), JPMorgan Chase & Co. ($3.37M), Cetera Investment Advisers ($3.23M), Private Advisor Group LLC ($3.12M), and Janney Montgomery Scott LLC ($2.07M).

Institutional investors have bought a total of 56,172,987 shares in the last 24 months. This purchase volume represents approximately $3.03B in transactions.

Of the 60 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: Fermata Advisors LLC ($329.00K), Innealta Capital LLC ($326.25K), Envestnet Asset Management Inc. ($325.98K), Smithbridge Asset Management Inc. DE ($292.97K), Focus Financial Network Inc. ($195.30K), IAG Wealth Partners LLC ($180.09K), and Goldman Sachs Group Inc. ($138.30K).

Institutional investors have sold a total of 2,926,917 shares in the last 24 months. This volume of shares sold represents approximately $157.49M in transactions.


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This page (NYSEARCA:JBND) was last updated on 7/5/2026 by MarketBeat.com Staff.
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