JBND Institutional Ownership & Shareholders
JPMORGAN ACTIVE BOND ETF (JBND) is currently held by 327 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.09B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JBND tracked by InsiderSet, reporting ownership valued at approximately $1.12B in its June 30, 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 $1.08B, representing an estimated loss of -2.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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
327
Total Reported Value
$7.09B
Largest Holder
Lpl Financial Llc
Largest Position
$1.12B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.25% | 20,847,585 | $1,115,345,743 | $1,084,908,323 | -$30,437,420 | -2.73% | |
| Allworth Financial Lp | 2.07% | 9,101,672 | $486,939,475 | $473,651,011 | -$13,288,464 | -2.73% | |
| Ameriprise Financial Inc | 0.09% | 7,852,779 | $420,125,902 | $408,658,619 | -$11,467,283 | -2.73% | |
| Jpmorgan Chase & Co | 0.02% | 6,946,476 | $373,373,093 | $361,494,611 | -$11,878,482 | -3.18% | |
| Captrust Financial Advisors | 0.50% | 6,077,220 | $325,131,705 | $316,258,529 | -$8,873,176 | -2.73% | |
| Cetera Investment Advisers | 0.26% | 5,328,568 | $285,078,384 | $277,298,679 | -$7,779,705 | -2.73% | |
| Envestnet Asset Management Inc | 0.06% | 5,099,381 | $272,816,899 | $265,371,787 | -$7,445,112 | -2.73% | |
| Bank Of America Corp | 0.02% | 4,453,121 | $238,241,950 | $231,740,417 | -$6,501,533 | -2.73% | |
| Private Advisor Group, Llc | 0.95% | 3,894,546 | $208,359,614 | $202,672,174 | -$5,687,440 | -2.73% | |
| Janney Montgomery Scott Llc | 0.32% | 3,109,788 | $166,374,000 | $161,833,368 | -$4,540,632 | -2.73% | |
| Royal Bank Of Canada | 0.03% | 2,768,570 | $148,119,000 | $144,076,383 | -$4,042,617 | -2.73% | |
| Raymond James Financial Inc | 0.04% | 2,724,250 | $145,747,388 | $141,769,970 | -$3,977,418 | -2.73% | |
| Summit Financial, Llc | 1.03% | 1,753,766 | $93,826,502 | $91,265,983 | -$2,560,519 | -2.73% | |
| Bridgewater Advisors Inc. | 4.94% | 1,722,643 | $90,593,806 | $89,646,342 | -$947,464 | -1.05% | |
| Jones Financial Companies Lllp | 0.04% | 1,665,734 | $89,449,891 | $86,684,797 | -$2,765,094 | -3.09% | |
| Diversified Portfolios, Inc. | 6.15% | 1,583,948 | $84,741,213 | $82,428,654 | -$2,312,559 | -2.73% | |
| Mml Investors Services, Llc | 0.16% | 1,502,729 | $80,395,999 | $78,202,017 | -$2,193,982 | -2.73% | |
| Vestmark Advisory Solutions, Inc. | 0.75% | 1,496,955 | $80,087,093 | $77,901,538 | -$2,185,555 | -2.73% | |
| Wells Fargo & Company/Mn | 0.01% | 1,446,588 | $77,392,435 | $75,280,440 | -$2,111,995 | -2.73% | |
| Berger Financial Group, Inc | 3.92% | 1,431,811 | $76,601,903 | $74,511,444 | -$2,090,459 | -2.73% | |
| Baldwin Wealth Partners Llc/Ma | 5.01% | 1,486,872 | $76,008,897 | $77,376,819 | +$1,367,922 | +1.80% | |
| Cwm, Llc | 0.19% | 1,323,773 | $71,179,297 | $68,889,147 | -$2,290,150 | -3.22% | |
| Commonwealth Equity Services, Llc | 0.09% | 1,323,132 | $70,787,567 | $68,855,789 | -$1,931,778 | -2.73% | |
| Northwest Financial Advisors | 9.07% | 1,319,025 | $67,428,553 | $68,642,061 | +$1,213,508 | +1.80% | |
| Iag Wealth Partners, Llc | 5.90% | 1,114,649 | $59,633,925 | $58,006,334 | -$1,627,591 | -2.73% | |
| Stonex Group Inc. | 2.23% | 1,032,908 | $55,260,948 | $53,752,532 | -$1,508,416 | -2.73% | |
| Peterson Wealth Advisors, Llc | 5.89% | 993,000 | $50,762,158 | $51,675,720 | +$913,562 | +1.80% | |
| Lvz, Inc. | 5.06% | 964,705 | $49,315,744 | $50,203,248 | +$887,504 | +1.80% | |
| Larson Financial Group Llc | 1.23% | 872,511 | $46,679,334 | $45,405,472 | -$1,273,862 | -2.73% | |
| Osaic Holdings, Inc. | 0.05% | 811,131 | $43,398,355 | $42,211,257 | -$1,187,098 | -2.74% | |
| Dynasty Wealth Management, Llc | 0.30% | 755,090 | $40,397,317 | $39,294,884 | -$1,102,433 | -2.73% | |
| Arlington Financial Advisors, Llc | 4.70% | 731,523 | $37,395,456 | $38,068,457 | +$673,001 | +1.80% | |
| Intrua Financial, Llc | 3.54% | 719,176 | $36,764,251 | $37,425,919 | +$661,668 | +1.80% | |
| Lifelong Wealth Advisors, Inc. | 8.48% | 715,299 | $36,566,061 | $37,224,160 | +$658,099 | +1.80% | |
| Ubs Group Ag | 0.01% | 673,309 | $36,022,032 | $35,039,000 | -$983,032 | -2.73% | |
| Pallas Capital Advisors Llc | 1.10% | 669,152 | $35,799,609 | $34,822,670 | -$976,939 | -2.73% | |
| Essex Llc | 5.19% | 670,529 | $34,277,441 | $34,894,329 | +$616,888 | +1.80% | |
| Harbour Investments, Inc. | 0.43% | 595,638 | $31,866,616 | $30,997,002 | -$869,614 | -2.73% | |
| Concurrent Investment Advisors, Llc | 0.22% | 619,173 | $31,652,134 | $32,221,763 | +$569,629 | +1.80% | |
| Spire Wealth Management | 0.97% | 618,062 | $31,595,328 | $32,163,946 | +$568,618 | +1.80% | |
| Newedge Wealth, Llc | 0.31% | 568,422 | $30,410,594 | $29,580,681 | -$829,913 | -2.73% | |
| Cgc Financial Services, Llc | 6.49% | 572,158 | $29,248,717 | $29,775,102 | +$526,385 | +1.80% | |
| Fmr Llc | 0.00% | 539,886 | $28,883,889 | $28,095,667 | -$788,222 | -2.73% | |
| D.A. Davidson & Co. | 0.15% | 557,219 | $28,485,037 | $28,997,677 | +$512,640 | +1.80% | |
| Openarc Corporate Advisory, Llc | 0.32% | 549,751 | $28,082,922 | $28,609,042 | +$526,120 | +1.87% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 529,145 | $27,065,780 | $27,536,706 | +$470,926 | +1.74% | |
| Means Investment Co., Inc. | 1.91% | 473,636 | $25,339,506 | $24,648,017 | -$691,489 | -2.73% | |
| Juno Financial Group Llc | 8.29% | 464,209 | $23,730,364 | $24,157,436 | +$427,072 | +1.80% | |
| Ep Wealth Advisors, Llc | 0.08% | 393,303 | $21,041,711 | $20,467,488 | -$574,223 | -2.73% | |
| Advisornet Financial, Inc | 0.94% | 404,947 | $20,733,302 | $21,073,442 | +$340,140 | +1.64% |
Frequently asked questions about JBND
Who are the largest institutional holders of JBND?
The largest institutional holders of JBND reported in the latest SEC Form 13F filings include Lpl Financial Llc, Allworth Financial Lp, Ameriprise Financial Inc, Jpmorgan Chase & Co, and Captrust Financial Advisors. InsiderSet ranks institutional holders by their latest reported JBND position.
What is JBND institutional ownership?
This page tracks JBND positions reported by institutional investment managers through SEC Form 13F. JPMORGAN ACTIVE BOND ETF (JBND) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JBND?
InsiderSet currently tracks 327 institutional managers reporting JBND holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JBND shareholders.
How much JBND stock do institutions own?
Institutional investment managers disclosed approximately $7.09B in JBND holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JBND institutional ownership last updated?
The latest JBND institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JBND holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JBND position after the reporting date.
Are institutions buying or selling JBND?
Institutional buying and selling can be analyzed by comparing JBND positions across consecutive 13F reporting periods. InsiderSet's JBND Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JBND ownership changes.
How has JBND institutional ownership changed over time?
InsiderSet tracks JBND institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.