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JPMorgan Active Bond ETF (JBND) Institutional Ownership

JPMorgan Active Bond ETF logo
$53.39 +0.10 (+0.19%)
As of 03:41 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
264
Total
Institutional Inflows
(last 12 months)
$3.13B
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$161.67M
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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
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%
5/2/2026 Citizens Business Bank214,255$11.52M1.9%+2.5%0.154%
5/1/2026 Fifth Third Bancorp10,748$578K0.0%N/A0.008%
5/1/2026 Sovran Advisors LLC99,525$5.34M0.4%+4.5%0.072%
5/1/2026 Simplicity Wealth LLC6,516$350K0.0%+6.9%0.005%
5/1/2026 Sequoia 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%
4/30/2026 Yukon Wealth Management Inc.24,838$1.34M0.8%N/A0.018%
4/30/2026 Kestra Advisory Services LLC122,701$6.60M0.0%-4.9%0.089%
4/30/2026 IAG Wealth Partners LLC1,109,543$59.66M6.7%-7.6%0.804%
4/29/2026 Axxcess Wealth Management LLC228,168$12.27M0.4%+13.8%0.165%
4/28/2026 Ascentis Independent Advisors47,923$2.58M0.2%+119.2%0.035%
4/28/2026 LVZ Inc.967,020$52.00M5.9%+3.2%0.709%
4/28/2026 Berger Financial Group Inc1,443,755$77.63M4.3%+8.5%1.059%
4/28/2026 Pennsylvania Capital Management Inc. ADV13,770$740K0.2%N/A0.010%
4/28/2026 Cobblestone Asset Management LLC177,858$9.56M4.3%+4.9%0.130%
4/28/2026 Latitude Advisors LLC4,849$261K0.1%+5.5%0.004%
4/28/2026 WBH Advisory Inc.251,459$13.48M1.0%+37.3%0.184%
4/27/2026 Baer Investment Advisory LLC99,327$5.34M0.7%N/A0.073%
4/27/2026 World Investment Advisors5,819$313K0.0%+26.4%0.004%
4/27/2026 USAdvisors Wealth Management LLC41,910$2.25M0.7%+1.5%0.031%
4/27/2026 Private Advisor Group LLC3,555,302$191.17M0.9%+35.2%2.608%
4/25/2026 Royal Harbor Partners LLC317,831$17.09M5.8%+89.4%0.233%
4/25/2026 Northwest Financial Advisors11,333$609K1.2%N/A0.008%
4/25/2026 Smithbridge Asset Management Inc. DE328,037$17.64M2.6%-47.2%0.241%
4/24/2026 Prospect Financial Services LLC4,980$268K0.2%+11.3%0.004%
4/24/2026 Essex Financial Services Inc.170,383$9.16M0.5%+7.6%0.125%
4/24/2026 Balentine LLC1,442$78K0.0%-87.3%0.001%
4/24/2026 Essex LLC670,321$36.04M6.4%+9.1%0.492%
4/23/2026 Intrua Financial LLC729,351$39.22M4.0%+2.0%0.535%
4/23/2026 Peak Financial Advisors LLC259,406$13.95M6.2%-6.8%0.190%
4/22/2026 Madison Park Capital Advisors LLC14,875$800K0.6%+32.0%0.011%
4/22/2026 Janney Montgomery Scott LLC2,169,628$116.66M0.3%+5.6%1.628%
4/22/2026 AGH Wealth Advisors LLC165,832$8.92M6.6%+40.6%0.124%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC13,247$712K0.0%+18.7%0.010%
4/21/2026 Echo Wealth Management LLC269,004$14.46M8.3%+63.6%0.202%
4/21/2026 Sequent Planning LLC4,705$253K0.1%N/A0.004%
4/21/2026 RCS Financial Planning LLC9,113$490K0.3%N/A0.007%
4/21/2026 Unique Wealth LLC6,062$326K0.0%N/A0.005%
4/21/2026 Aegis Wealth Management Inc.7,274$391K0.3%+19.5%0.005%
4/21/2026 Fiduciary Alliance LLC80,150$4.32M0.3%N/A0.060%
4/20/2026 Kestra Private Wealth Services LLC318,485$17.13M0.2%+11.6%0.239%
4/20/2026 Heritage Wealth Management Inc.19,201$1.03M0.5%+30.1%0.014%
4/20/2026 Blue Trust Inc.19,509$1.05M0.0%+1.0%0.015%
4/20/2026 RFG Advisory LLC81,672$4.39M0.1%+7.6%0.061%
4/17/2026 Total Clarity Wealth Management Inc.16,343$879K0.2%+2.5%0.012%
4/17/2026 AdvisorNet Financial Inc130,571$7.02M0.4%+2,945.0%0.098%
4/17/2026 Clear Trail Advisors LLC274,078$14.74M2.5%N/A0.206%
4/16/2026 Cambridge Advisors Inc.5,823$313K0.1%+18.2%0.004%
4/16/2026 Sheets Smith Wealth Management15,133$814K0.1%+62.2%0.011%
4/16/2026 Triad Wealth Partners LLC12,058$648K0.1%+7.1%0.009%
4/16/2026 Westmount Partners LLC11,000$591K0.1%N/A0.008%
3/17/2026Rockefeller Capital Management L.P.2,172$117K0.0%N/A0.002%
3/13/2026 World 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%
2/19/2026 Axxcess Wealth Management LLC200,500$10.84M0.1%+26.6%0.178%
2/19/2026 Royal Harbor Partners LLC167,825$9.07M3.0%+1.9%0.149%
2/18/2026High Falls Advisors Inc4,541$246K0.0%+5.0%0.004%
2/18/2026Beacon Pointe Advisors LLC12,245$662K0.0%+35.2%0.011%
2/18/2026NewEdge Advisors LLC231,374$12.51M0.0%+12.7%0.205%
2/18/2026VestGen Advisors LLC127,260$6.88M0.3%-46.7%0.113%
2/18/2026IHT Wealth Management LLC66,436$3.59M0.1%+717.9%0.059%
2/18/2026Asset One Wealth Management LLC28,012$1.51M0.2%N/A0.025%
2/17/2026AQR Capital Management LLC21,679$1.17M0.0%+54.5%0.019%
2/17/2026Cetera Investment Advisers3,013,673$162.95M0.2%+35.7%2.675%
2/17/2026Equitable Holdings Inc.98,482$5.33M0.0%+32.7%0.087%
2/17/2026GeoWealth Management LLC12,376$669K0.0%N/A0.011%
2/17/2026Regal Investment Advisors LLC41,946$2.27M0.1%+177.4%0.037%
2/17/2026Osaic Holdings Inc.347,456$18.79M0.0%+52.3%0.308%
2/17/2026 Private Advisor Group LLC2,630,270$142.22M0.7%+32.3%2.335%
2/17/2026Captrust Financial Advisors4,623,078$249.97M0.5%+10.6%4.104%
2/17/2026&PARTNERS86,587$5.06M0.0%+551.5%0.077%
2/17/2026Royal Bank of Canada1,487,107$80.41M0.0%+36.3%1.320%
2/16/2026 Portfolio Resources Advisor Group Inc.1,395$76K0.1%N/A0.001%
2/16/2026MML Investors Services LLC1,401,713$75.79M0.2%+31.6%1.244%
2/16/2026Mariner LLC263,658$14.26M0.0%+42.0%0.234%
2/16/2026Evernest Financial Advisors LLC56,667$3.07M0.7%+22.0%0.050%
2/16/2026Aptus Capital Advisors LLC802$43K0.0%+68.8%0.001%
2/13/2026CreativeOne Wealth LLC91,184$4.93M0.1%N/A0.081%
2/13/2026 Kestra Advisory Services LLC128,967$6.97M0.0%+1,322.2%0.114%
2/13/2026Transamerica Financial Advisors LLC2,617$142K0.0%N/A0.002%
2/13/2026Rosenblum Silverman Sutton S F Inc. CA157,540$8.52M2.0%+14.3%0.140%
2/13/2026Inspire Advisors LLC16,029$867K0.1%-7.5%0.014%
2/13/2026Visionary Wealth Advisors12,305$665K0.0%+30.9%0.011%
2/13/2026Stifel Financial Corp74,360$4.02M0.0%+331.2%0.066%
2/13/2026Integrated Wealth Concepts LLC111,886$6.05M0.1%-38.6%0.099%
2/13/2026OpenArc Corporate Advisory LLC361,721$19.56M0.3%N/A0.321%
2/13/2026Wells Fargo & Company MN489,864$26.49M0.0%+827.8%0.435%


JBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JBND shares?

During the previous two years, 293 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), Private Advisor Group LLC ($191.17M), JPMorgan Chase & Co. ($168.21M), Cetera Investment Advisers ($162.95M), and Janney Montgomery Scott LLC ($116.66M).Learn more on JPMorgan Active Bond ETF's institutional investors.

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

Of the 289 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), Private Advisor Group LLC ($3.12M), Cetera Investment Advisers ($2.41M), and Janney Montgomery Scott LLC ($2.07M).

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

Institutional investors have bought a total of 58,038,981 shares in the last 24 months. This purchase volume represents approximately $3.13B in transactions.

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

Of the 68 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).

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

Institutional investors have sold a total of 3,005,173 shares in the last 24 months. This volume of shares sold represents approximately $161.67M in transactions.



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