JPMORGAN ACTIVE BOND ETF (JBND) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.90B 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 $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 $1.10B, representing an estimated loss of -0.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% 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
324
Total Reported Value
$6.90B
Largest Holder
Lpl Financial Llc
Largest Position
$1.12B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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 | $1,104,505,053 | -$10,840,690 | -0.97% | |
| Allworth Financial Lp | 2.07% | 9,101,672 | $486,939,475 | $482,206,583 | -$4,732,892 | -0.97% | |
| Ameriprise Financial Inc | 0.09% | 7,852,779 | $420,125,902 | $416,040,231 | -$4,085,671 | -0.97% | |
| Jpmorgan Chase & Co | 0.02% | 6,946,476 | $373,373,093 | $368,024,298 | -$5,348,795 | -1.43% | |
| Captrust Financial Advisors | 0.50% | 6,077,220 | $325,131,705 | $321,971,116 | -$3,160,589 | -0.97% | |
| Cetera Investment Advisers | 0.26% | 5,328,568 | $285,078,384 | $282,307,533 | -$2,770,851 | -0.97% | |
| Envestnet Asset Management Inc | 0.06% | 5,099,381 | $272,816,899 | $270,165,205 | -$2,651,694 | -0.97% | |
| Bank Of America Corp | 0.02% | 4,453,121 | $238,241,950 | $235,926,351 | -$2,315,599 | -0.97% | |
| Private Advisor Group, Llc | 0.95% | 3,894,546 | $208,359,614 | $206,333,047 | -$2,026,567 | -0.97% | |
| Royal Bank Of Canada | 0.03% | 2,768,570 | $148,119,000 | $146,678,839 | -$1,440,161 | -0.97% | |
| Raymond James Financial Inc | 0.04% | 2,724,250 | $145,747,388 | $144,330,765 | -$1,416,623 | -0.97% | |
| Summit Financial, Llc | 1.03% | 1,753,766 | $93,826,502 | $92,914,523 | -$911,979 | -0.97% | |
| Bridgewater Advisors Inc. | 4.94% | 1,722,643 | $90,593,806 | $91,265,626 | +$671,820 | +0.74% | |
| Jones Financial Companies Lllp | 0.04% | 1,665,734 | $89,449,891 | $88,250,587 | -$1,199,304 | -1.34% | |
| Diversified Portfolios, Inc. | 6.15% | 1,583,948 | $84,741,213 | $83,917,565 | -$823,648 | -0.97% | |
| Mml Investors Services, Llc | 0.16% | 1,502,729 | $80,395,999 | $79,614,582 | -$781,417 | -0.97% | |
| Vestmark Advisory Solutions, Inc. | 0.75% | 1,496,955 | $80,087,093 | $79,308,676 | -$778,417 | -0.97% | |
| Baldwin Wealth Partners Llc/Ma | 5.14% | 1,470,097 | $78,650,190 | $77,885,739 | -$764,451 | -0.97% | |
| Wells Fargo & Company/Mn | 0.01% | 1,446,588 | $77,392,435 | $76,640,232 | -$752,203 | -0.97% | |
| Berger Financial Group, Inc | 3.92% | 1,431,811 | $76,601,903 | $75,857,347 | -$744,556 | -0.97% | |
| Cwm, Llc | 0.19% | 1,323,773 | $71,179,297 | $70,133,494 | -$1,045,803 | -1.47% | |
| Commonwealth Equity Services, Llc | 0.09% | 1,323,132 | $70,787,567 | $70,099,533 | -$688,034 | -0.97% | |
| Northwest Financial Advisors | 9.38% | 1,318,229 | $70,525,500 | $69,839,772 | -$685,728 | -0.97% | |
| Iag Wealth Partners, Llc | 5.90% | 1,114,649 | $59,633,925 | $59,054,104 | -$579,821 | -0.97% | |
| Stonex Group Inc. | 2.23% | 1,032,908 | $55,260,948 | $54,723,466 | -$537,482 | -0.97% | |
| Lvz, Inc. | 5.24% | 964,908 | $51,622,596 | $51,120,826 | -$501,770 | -0.97% | |
| Peterson Wealth Advisors, Llc | 5.88% | 930,053 | $49,757,825 | $49,274,208 | -$483,617 | -0.97% | |
| Larson Financial Group Llc | 1.23% | 872,511 | $46,679,334 | $46,225,633 | -$453,701 | -0.97% | |
| Osaic Holdings, Inc. | 0.05% | 811,131 | $43,398,355 | $42,973,720 | -$424,635 | -0.98% | |
| Essex Llc | 6.48% | 798,166 | $42,701,904 | $42,286,835 | -$415,069 | -0.97% | |
| Dynasty Wealth Management, Llc | 0.30% | 755,090 | $40,397,317 | $40,004,668 | -$392,649 | -0.97% | |
| Intrua Financial, Llc | 3.76% | 742,478 | $39,722,591 | $39,336,484 | -$386,107 | -0.97% | |
| Arlington Financial Advisors, Llc | 4.89% | 719,463 | $38,491,271 | $38,117,150 | -$374,121 | -0.97% | |
| Lifelong Wealth Advisors, Inc. | 8.81% | 699,070 | $37,400,222 | $37,036,729 | -$363,493 | -0.97% | |
| Ubs Group Ag | 0.01% | 673,309 | $36,022,032 | $35,671,911 | -$350,121 | -0.97% | |
| Pallas Capital Advisors Llc | 1.10% | 669,152 | $35,799,609 | $35,451,673 | -$347,936 | -0.97% | |
| Spire Wealth Management | 1.02% | 633,749 | $33,905,573 | $33,576,022 | -$329,551 | -0.97% | |
| Harbour Investments, Inc. | 0.43% | 595,638 | $31,866,616 | $31,556,901 | -$309,715 | -0.97% | |
| Newedge Wealth, Llc | 0.31% | 568,422 | $30,410,594 | $30,114,998 | -$295,596 | -0.97% | |
| Cgc Financial Services, Llc | 6.69% | 555,625 | $29,725,938 | $29,437,013 | -$288,926 | -0.97% | |
| D.A. Davidson & Co. | 0.16% | 553,389 | $29,606,315 | $29,318,549 | -$287,766 | -0.97% | |
| Fmr Llc | 0.00% | 539,886 | $28,883,889 | $28,603,160 | -$280,729 | -0.97% | |
| Openarc Corporate Advisory, Llc | 0.32% | 508,429 | $27,200,952 | $26,936,568 | -$264,384 | -0.97% | |
| Means Investment Co., Inc. | 1.91% | 473,636 | $25,339,506 | $25,093,235 | -$246,271 | -0.97% | |
| Ep Wealth Advisors, Llc | 0.08% | 393,303 | $21,041,711 | $20,837,193 | -$204,518 | -0.97% | |
| Kwb Wealth | 1.78% | 388,588 | $20,789,466 | $20,587,392 | -$202,074 | -0.97% | |
| Mariner, Llc | 0.02% | 377,534 | $20,198,046 | $20,001,751 | -$196,295 | -0.97% | |
| Opes Wealth Management Llc | 3.42% | 372,762 | $20,043,413 | $19,748,931 | -$294,482 | -1.47% | |
| Integrated Wealth Concepts Llc | 0.10% | 368,634 | $19,722,152 | $19,530,229 | -$191,923 | -0.97% | |
| Pine Valley Investments Ltd Liability Co | 0.83% | 362,470 | $19,392,147 | $19,203,661 | -$188,486 | -0.97% |
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.