JPMORGAN ACTIVE BOND ETF (JBND) Top Institutional Shareholders
JPMORGAN ACTIVE BOND ETF (JBND) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $5.62B in JBND holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JBND tracked by InsiderSet, reporting ownership valued at approximately $908.11M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $899.84M, representing an estimated loss of -0.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed JBND value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Allworth Financial Lp, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in JPMORGAN ACTIVE BOND ETF (JBND).
This page ranks the largest institutional JBND shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
302
Total Reported Value
$5.62B
Largest Holder
Lpl Financial Llc
Largest Position
$908.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.24% | 16,888,797 | $908,110,601 | $899,835,104 | -$8,275,497 | -0.91% | |
| Allworth Financial Lp | 1.34% | 6,129,907 | $329,605,107 | $326,601,445 | -$3,003,662 | -0.91% | |
| Ameriprise Financial Inc | 0.07% | 5,808,797 | $312,890,819 | $309,492,704 | -$3,398,115 | -1.09% | |
| Captrust Financial Advisors | 0.48% | 5,141,154 | $276,437,965 | $273,920,685 | -$2,517,280 | -0.91% | |
| Bank Of America Corp | 0.02% | 4,223,148 | $227,078,644 | $225,009,325 | -$2,069,319 | -0.91% | |
| Cetera Investment Advisers | 0.22% | 3,834,235 | $206,166,821 | $204,288,041 | -$1,878,780 | -0.91% | |
| Envestnet Asset Management Inc | 0.05% | 3,681,203 | $197,938,260 | $196,134,496 | -$1,803,764 | -0.91% | |
| Private Advisor Group, Llc | 0.90% | 3,555,302 | $191,168,601 | $189,426,491 | -$1,742,110 | -0.91% | |
| Raymond James Financial Inc | 0.04% | 2,508,410 | $134,877,210 | $133,648,085 | -$1,229,125 | -0.91% | |
| Royal Bank Of Canada | 0.02% | 2,443,755 | $131,401,000 | $130,203,266 | -$1,197,734 | -0.91% | |
| Diversified Portfolios, Inc. | 8.78% | 1,987,378 | $106,861,309 | $105,887,500 | -$973,809 | -0.91% | |
| Summit Financial, Llc | 1.14% | 1,663,485 | $89,445,596 | $88,630,481 | -$815,115 | -0.91% | |
| Bridgewater Advisors Inc. | 5.15% | 1,622,258 | $86,515,030 | $86,433,906 | -$81,124 | -0.09% | |
| Commonwealth Equity Services, Llc | 0.12% | 1,577,446 | $84,819,271 | $84,046,323 | -$772,948 | -0.91% | |
| Vestmark Advisory Solutions, Inc. | 0.89% | 1,497,064 | $80,497,131 | $79,763,570 | -$733,561 | -0.91% | |
| Baldwin Wealth Partners Llc/Ma | 5.74% | 1,469,232 | $79,000,605 | $78,280,681 | -$719,924 | -0.91% | |
| Berger Financial Group, Inc | 4.35% | 1,443,755 | $77,630,723 | $76,923,266 | -$707,457 | -0.91% | |
| Independent Advisor Alliance | 0.82% | 1,429,253 | $76,850,934 | $76,150,600 | -$700,334 | -0.91% | |
| Wells Fargo & Company/Mn | 0.01% | 1,340,675 | $72,088,109 | $71,431,164 | -$656,945 | -0.91% | |
| Cwm, Llc | 0.19% | 1,323,773 | $71,179,297 | $70,530,625 | -$648,672 | -0.91% | |
| Jones Financial Companies Lllp | 0.03% | 1,272,168 | $67,857,429 | $67,781,111 | -$76,318 | -0.11% | |
| Mml Investors Services, Llc | 0.19% | 1,254,973 | $67,479,893 | $66,864,961 | -$614,932 | -0.91% | |
| Iag Wealth Partners, Llc | 6.66% | 1,109,543 | $59,660,160 | $59,116,451 | -$543,709 | -0.91% | |
| Lvz, Inc. | 5.93% | 967,020 | $51,996,688 | $51,522,826 | -$473,862 | -0.91% | |
| Peterson Wealth Advisors, Llc | 6.39% | 893,551 | $48,046,240 | $47,608,397 | -$437,843 | -0.91% | |
| Stonex Group Inc. | 2.34% | 807,296 | $43,408,300 | $43,012,731 | -$395,569 | -0.91% | |
| Intrua Financial, Llc | 4.19% | 729,351 | $39,217,171 | $38,859,821 | -$357,350 | -0.91% | |
| Larson Financial Group Llc | 1.25% | 724,578 | $38,960,576 | $38,605,516 | -$355,060 | -0.91% | |
| Arlington Financial Advisors, Llc | 5.36% | 699,517 | $37,613,029 | $37,270,266 | -$342,763 | -0.91% | |
| Dynasty Wealth Management, Llc | 0.32% | 677,096 | $36,407,437 | $36,075,675 | -$331,762 | -0.91% | |
| Essex Llc | 6.36% | 670,321 | $36,043,148 | $35,714,703 | -$328,445 | -0.91% | |
| Lifelong Wealth Advisors, Inc. | 9.60% | 669,290 | $35,987,723 | $35,659,771 | -$327,952 | -0.91% | |
| Spire Wealth Management | 1.19% | 651,008 | $35,004,721 | $34,685,706 | -$319,015 | -0.91% | |
| Pallas Capital Advisors Llc | 1.27% | 626,242 | $33,673,035 | $33,366,174 | -$306,861 | -0.91% | |
| Harbour Investments, Inc. | 0.50% | 606,253 | $32,598,227 | $32,301,160 | -$297,067 | -0.91% | |
| Ubs Group Ag | 0.01% | 578,362 | $31,098,525 | $30,815,127 | -$283,398 | -0.91% | |
| Newedge Wealth, Llc | 0.37% | 577,358 | $31,044,532 | $30,761,634 | -$282,898 | -0.91% | |
| Cgc Financial Services, Llc | 8.39% | 539,876 | $29,029,133 | $28,764,593 | -$264,540 | -0.91% | |
| Fmr Llc | 0.00% | 538,991 | $28,981,537 | $28,717,440 | -$264,097 | -0.91% | |
| D.A. Davidson & Co. | 0.18% | 538,251 | $28,941,767 | $28,678,013 | -$263,754 | -0.91% | |
| Mariner, Llc | 0.03% | 483,310 | $25,987,563 | $25,750,757 | -$236,806 | -0.91% | |
| Osaic Holdings, Inc. | 0.04% | 463,621 | $24,930,633 | $24,701,727 | -$228,906 | -0.92% | |
| Means Investment Co., Inc. | 2.03% | 431,887 | $23,222,543 | $23,010,939 | -$211,604 | -0.91% | |
| Openarc Corporate Advisory, Llc | 0.33% | 429,530 | $23,095,828 | $22,885,358 | -$210,470 | -0.91% | |
| Capital Investment Advisory Services, Llc | 1.49% | 380,847 | $20,478,148 | $20,291,528 | -$186,620 | -0.91% | |
| Opes Wealth Management Llc | 3.42% | 372,762 | $20,043,413 | $19,860,759 | -$182,654 | -0.91% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 352,993 | $18,980,434 | $18,807,467 | -$172,967 | -0.91% | |
| Sagespring Wealth Partners, Llc | 0.34% | 344,461 | $18,521,652 | $18,352,882 | -$168,770 | -0.91% | |
| Vawter Financial, Ltd. | 7.79% | 344,454 | $18,521,292 | $18,352,509 | -$168,783 | -0.91% | |
| Hightower Advisors, Llc | 0.02% | 330,025 | $17,745,458 | $17,583,732 | -$161,726 | -0.91% |
Frequently asked questions about JBND
Who owns the most JBND stock?
The largest holders of JBND are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN ACTIVE BOND ETF (JBND).
Is JBND widely held by superinvestors?
Many widely followed stocks like JBND appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JBND is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.