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Security record

JBND

JPMorgan Active Bond ETF · Financial Services · Asset Management - Bonds

51.10 -0.1% mkt cap $8.31B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
38Tracked holders
+3Δ holders
71.59MShares held
$3.83BReported value
+5New positions
−3Exits
Strongly Rising Conviction score 70/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.6% · share flow +21.4% · net new positions +5.3% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 38 +3 71.59M $3.83B +5 −3
Q1 2026 37 +2 60.64M $3.26B +2 —
Q4 2025 35 0 43.57M $2.36B +1 −1
Q3 2025 6 +1 2.59M $140.09M +1 —
Q2 2025 2 0 14.04K $752,635 — —
Q1 2025 1 0 20.69K $1.11M — —
Q4 2024 1 -1 25.50K $1.33M — −1
Q3 2024 2 0 102.28K $5.59M — —
Q2 2024 2 — 33.26K $1.74M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 20.85M +23.4% $1.12B 0.3% ▲ Add 3 SEC ↗
2 Ameriprise Financial Inc 7.85M +35.2% $420.13M 0.1% ▲ Add 3 SEC ↗ ×3
3 JPMorgan Chase ✦ 6.95M +19.6% $373.37M 0.0% ▲ Add 4 SEC ↗ ×3
4 Captrust Financial Advisors 6.08M +18.2% $325.13M 0.5% ▲ Add 3 SEC ↗
5 Cetera Investment Advisers 5.33M +39.0% $285.08M 0.3% ▲ Add 3 SEC ↗
6 Envestnet Asset Management Inc 5.10M +38.5% $272.82M 0.1% ▲ Add 3 SEC ↗
7 Bank Of America Corp /De/ 4.45M +5.5% $238.24M 0.0% ▲ Add 3 SEC ↗ ×3
8 Royal Bank Of Canada 2.77M +13.3% $148.12M 0.0% ▲ Add 3 SEC ↗ ×5
9 Raymond James Financial Inc 2.72M +8.6% $145.75M 0.0% ▲ Add 3 SEC ↗ ×3
10 Jones Financial Companies Lllp 1.67M +30.9% $89.45M 0.0% ▲ Add 3 SEC ↗
11 Mml Investors Services, Llc 1.50M +19.7% $80.40M 0.2% ▲ Add 3 SEC ↗
12 Wells Fargo & Company/Mn 1.45M +7.9% $77.39M 0.0% ▲ Add 3 SEC ↗ ×2
13 Commonwealth Equity Services, Llc 1.32M -16.1% $70.79M 0.1% ▼ Trim 3 SEC ↗
14 Osaic Holdings, Inc. 811.13K +75.0% $43.40M 0.1% ▲ Add 3 SEC ↗ ×2
15 UBS Group AG 673.31K +16.4% $36.02M 0.0% ▲ Add 3 SEC ↗ ×2
16 Fidelity (FMR) ✦ 539.89K +0.2% $28.88M 0.0% ▲ Add 5 SEC ↗ ×2
17 Mariner, LLC 377.53K -21.9% $20.20M 0.0% ▼ Trim 3 SEC ↗ ×2
18 UBS AM, a distinct business unit of… 352.99K 0.0% $18.89M 0.0% Held 2 SEC ↗
19 Wealth Enhancement Advisory… 151.96K +11.8% $8.06M 0.0% ▲ Add 3 SEC ↗
20 Stifel Financial Corp 145.62K +7.3% $7.79M 0.0% ▲ Add 3 SEC ↗ ×2
21 Baird Financial Group, Inc. 139.26K +8.6% $7.45M 0.0% ▲ Add 3 SEC ↗
22 Jane Street Group, Llc 74.32K New $3.98M 0.0% New 1 SEC ↗
23 National Bank Of Canada /Fi/ 64.30K -9.1% $3.44M 0.0% ▼ Trim 3 SEC ↗ ×2
24 Assetmark, Inc 41.47K +3.0% $2.22M 0.0% ▲ Add 3 SEC ↗
25 Focus Partners Wealth 41.31K +21.1% $2.21M 0.0% ▲ Add 3 SEC ↗
26 TD Waterhouse Canada Inc. 40.83K +12.4% $2.17M 0.0% ▲ Add 3 SEC ↗
27 Truist Financial Corp 29.90K +11.9% $1.60M 0.0% ▲ Add 3 SEC ↗
28 AQR Capital Management ✦ 17.37K 0.0% $929,183 0.0% Held 9 SEC ↗
29 Bank Of Montreal /Can/ 15.90K +35.3% $850,940 0.0% ▲ Add 3 SEC ↗ ×3
30 Renaissance Technologies ✦ 13.70K New $732,950 0.0% New 1 SEC ↗
31 Bank of New York Mellon Corp 6.32K New $338,050 0.0% New 1 SEC ↗ ×2
32 Fifth Third Bancorp 5.96K -44.5% $318,860 0.0% ▼ Trim 2 SEC ↗
33 Morgan Stanley ✦ 4.59K -17.8% $245,833 0.0% ▼ Trim 4 SEC ↗
34 Goldman Sachs Group ✦ 3.78K -94.5% $202,284 0.0% ▼ Trim 4 SEC ↗
35 Rockefeller Capital Management L.P. 1.41K -12.0% $75,489 0.0% ▼ Trim 3 SEC ↗
36 Qube Research & Technologies Ltd 1.26K New $67,250 0.0% New 1 SEC ↗
37 Northwestern Mutual Wealth… 1.18K -72.2% $63,130 0.0% ▼ Trim 3 SEC ↗
38 Allspring Global Investments… 1 New $69 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

HighTower Advisors, LLC $17.75M was 0.0%
Citadel Advisors $3.24M was 0.0%
Cerity Partners LLC $215,612 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 306 holders, 108.04M shares, $5.63B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API