JPMORGAN ACTIVE BOND ETF JBND
$53.28
+0.1% 52w: $50.71 – $54.18
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data50.7152.4454.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
309
+36 QoQ
13F value
$6.16B
+28.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JBND?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 16.9M | $908.1M | 0.2% | +28.7% |
| Allworth Financial LP | Wealth advisor | 6.1M | $329.6M | 1.3% | +2.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 5.8M | $312.9M | 0.1% | +52.7% |
| JPMORGAN CHASE & CO | Bank broker | 5.8M | $311.5M | 0.0% | +86.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 5.1M | $276.4M | 0.5% | +11.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.2M | $227.1M | 0.0% | +47.2% |
| Cetera Investment Advisers | Wealth advisor | 3.8M | $206.2M | 0.2% | +27.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.7M | $197.9M | 0.1% | +39.1% |
| Private Advisor Group, LLC | Wealth advisor | 3.6M | $191.2M | 0.9% | +35.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.5M | $134.9M | 0.0% | +81.2% |
| ROYAL BANK OF CANADA | Bank broker | 2.4M | $131.4M | 0.0% | +64.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 2.2M | $116.7M | 0.3% | +5.6% |
| Diversified Portfolios, Inc. | Wealth advisor | 2.0M | $106.9M | 8.8% | +3.4% |
| Summit Financial, LLC | Wealth advisor | 1.7M | $89.4M | 1.1% | +22.4% |
| Bridgewater Advisors Inc. | Wealth advisor | 1.6M | $86.5M | 5.1% | +30.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.6M | $84.8M | 0.1% | +17.1% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 1.5M | $80.5M | 0.9% | +6.3% |
| BALDWIN WEALTH PARTNERS LLC/MA | Other | 1.5M | $79.0M | 5.7% | +0.9% |
| Berger Financial Group, Inc | Wealth advisor | 1.4M | $77.6M | 4.4% | +8.5% |
| Independent Advisor Alliance | Wealth advisor | 1.4M | $76.9M | 0.8% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.3M | $72.1M | 0.0% | +173.7% |
| CWM, LLC | Wealth advisor | 1.3M | $71.2M | 0.2% | +12.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.3M | $67.9M | 0.0% | +52.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.3M | $67.5M | 0.2% | -10.5% |
| IAG Wealth Partners, LLC | Wealth advisor | 1.1M | $59.7M | 6.7% | -7.6% |
| LVZ, Inc. | Wealth advisor | 967.0K | $52.0M | 5.9% | +3.2% |
| Peterson Wealth Advisors, LLC | Wealth advisor | 893.6K | $48.0M | 6.4% | +1.7% |
| StoneX Group Inc. | Wealth advisor | 807.3K | $43.4M | 2.3% | -15.7% |
| Intrua Financial, LLC | Wealth advisor | 729.4K | $39.2M | 4.2% | +2.0% |
| Larson Financial Group LLC | Wealth advisor | 724.6K | $39.0M | 1.2% | +19.1% |
| Arlington Financial Advisors, LLC | Wealth advisor | 699.5K | $37.6M | 5.4% | +40.2% |
| Dynasty Wealth Management, LLC | Wealth advisor | 677.1K | $36.4M | 0.3% | +43.0% |
| Essex LLC | Wealth advisor | 670.3K | $36.0M | 6.4% | +9.1% |
| Lifelong Wealth Advisors, Inc. | Wealth advisor | 669.3K | $36.0M | 9.6% | +2.9% |
| Spire Wealth Management | Wealth advisor | 651.0K | $35.0M | 1.2% | +123.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 627.0K | $33.7M | 0.1% | +2.6% |
| Pallas Capital Advisors LLC | Other | 626.2K | $33.7M | 1.3% | -8.4% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 606.3K | $32.6M | 0.5% | +290.9% |
| UBS Group AG | Bank broker | 578.4K | $31.1M | 0.0% | +1066.9% |
| NewEdge Wealth, LLC | Other | 577.4K | $31.0M | 0.4% | +20.0% |
| CGC Financial Services, LLC | Wealth advisor | 539.9K | $29.0M | 8.4% | +19.9% |
| FMR LLC | Long only active | 539.0K | $29.0M | 0.0% | +4.8% |
| D.A. DAVIDSON & CO. | Wealth advisor | 538.3K | $28.9M | 0.2% | +7.8% |
| Mariner, LLC | Diversified mechanical | 483.3K | $26.0M | 0.0% | +83.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 463.6K | $24.9M | 0.0% | +33.4% |
| MEANS INVESTMENT CO., INC. | Wealth advisor | 431.9K | $23.2M | 2.0% | +1.7% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 429.5K | $23.1M | 0.3% | +18.7% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 380.8K | $20.5M | 1.5% | +6.4% |
| Opes Wealth Management LLC | Wealth advisor | 372.8K | $20.0M | 3.4% | +102.5% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 353.0K | $19.0M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.