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JPMorgan Active Bond ETF (JBND) Institutional Ownership

JPMorgan Active Bond ETF logo
$53.23 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
259
Total
Institutional Inflows
(last 12 months)
$3.02B
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$157.49M
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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
5/22/2026WNY Asset Management LLC4,693$252K0.0%N/A0.003%
5/19/2026 Western Wealth Management LLC50,433$2.71M0.1%+5.3%0.036%
5/19/2026 Sonoma Allocations LLC147,141$7.90M2.7%-13.3%0.106%
5/19/2026 NewEdge Advisors LLC238,394$12.82M0.2%+3.0%0.171%
5/19/2026 Bank of America Corp DE4,223,148$227.08M0.0%+47.2%3.037%
5/19/2026 Arkadios Wealth Advisors56,436$3.04M0.0%N/A0.041%
5/18/2026 Royal Bank of Canada2,443,755$131.40M0.0%+64.3%1.757%
5/15/2026 Gateway Wealth Partners LLC79,665$4.28M0.2%+438.9%0.057%
5/15/2026 Vawter Financial Ltd.344,454$18.52M7.8%+5.7%0.248%
5/15/2026 Bridgewater Advisors Inc.1,622,258$86.52M5.3%+30.2%1.167%
5/14/2026 Compound Planning Inc.7,427$399K0.0%N/A0.005%
5/13/2026 Cetera Investment Advisers3,834,235$206.17M0.2%+27.2%2.757%
5/13/2026 NewEdge Wealth LLC577,358$31.05M0.4%+20.0%0.415%
5/7/2026 Legacy Wealth Managment LLC ID37,939$2.04M1.0%+7.8%0.027%
5/7/2026 Parallel Advisors LLC94,606$5.09M0.1%+14.6%0.068%
5/7/2026 Resolute Wealth Strategies LLC9,723$523K0.2%+25.9%0.007%
5/6/2026 Cornerstone Planning Group LLC1,411$75K0.0%+103.0%0.001%
5/6/2026 Assetmark Inc.40,256$2.17M0.0%+0.7%0.029%
5/6/2026 Gallacher Capital Management LLC128,510$6.91M2.6%+5.9%0.092%
5/6/2026 Independent Financial Group LLC11,575$622K0.0%N/A0.008%
5/5/2026 D.A. Davidson & CO.538,251$28.94M0.2%+7.8%0.387%
5/5/2026 Beaumont Financial Advisors LLC9,844$529K0.0%-16.0%0.007%
5/5/2026 Compass Financial Group Inc.58,381$3.14M1.4%-1.6%0.042%
5/5/2026 Geneos Wealth Management Inc.8,529$459K0.0%+62.9%0.006%
5/5/2026 Sanctuary Advisors LLC117,992$6.34M0.0%-38.4%0.085%
5/5/2026 Sigma Planning Corp83,733$4.50M0.1%+3.3%0.060%
5/5/2026 Flynn Zito Capital Management LLC88,456$4.76M1.5%N/A0.064%
5/4/2026 Mattern Capital Management LLC108,340$5.83M0.7%+0.5%0.078%
5/4/2026 Evernest Financial Advisors LLC61,719$3.32M0.7%+8.9%0.044%
5/4/2026 Bleakley Financial Group LLC59,799$3.22M0.1%+5.5%0.043%
5/4/2026 Archer Investment Corp40,250$2.16M0.5%+35.8%0.029%
5/4/2026 Uptick Partners LLC15,524$835K0.2%+116.2%0.011%
5/4/2026 Innealta 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%
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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%
3/17/2026 Rockefeller Capital Management L.P.2,172$117K0.0%N/A0.002%
3/13/2026 World Investment Advisors4,604$249K0.0%N/A0.004%
3/5/2026 Taylor Securities Services Inc.7,078$383K0.2%N/A0.006%
3/4/2026 SHP Wealth Management17,993$973K0.1%N/A0.016%
2/23/2026 Sonoma Allocations LLC169,762$9.16M3.1%-36.4%0.151%
2/20/2026Ruggaard & Associates LLC206,732$11.18M4.4%-10.1%0.184%
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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%
2/18/2026 Beacon Pointe Advisors LLC12,245$662K0.0%+35.2%0.011%
2/18/2026 NewEdge Advisors LLC231,374$12.51M0.0%+12.7%0.205%
2/18/2026 VestGen Advisors LLC127,260$6.88M0.3%-46.7%0.113%
2/18/2026 IHT Wealth Management LLC66,436$3.59M0.1%+717.9%0.059%
2/18/2026 Asset One Wealth Management LLC28,012$1.51M0.2%N/A0.025%
2/17/2026 AQR Capital Management LLC21,679$1.17M0.0%+54.5%0.019%
2/17/2026 Cetera Investment Advisers3,013,673$162.95M0.2%+35.7%2.675%


JBND Institutional Ownership - Frequently Asked Questions

During the previous two years, 296 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 293 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 55,983,045 shares in the last 24 months. This purchase volume represents approximately $3.02B 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.



This page (NYSEARCA:JBND) was last updated on 5/25/2026 by MarketBeat.com Staff.
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