Security record · archived quarter
JBND
JPMorgan Active Bond ETF · Financial Services · Asset Management - Bonds
37Tracked holders
+2Δ holders
60.64MShares held
$3.26BReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +5.7% ·
share flow +30.0% ·
net new positions +5.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +3 | 71.94M | $3.85B | +5 | −2 |
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 16.89M | +28.7% | $908.11M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 5.81M | +52.7% | $312.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 5.81M | +52.7% | $312.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 5.81M | +52.7% | $312.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 5.81M | +86.6% | $311.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 5.81M | +86.6% | $311.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 5.81M | +86.6% | $311.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 5.81M | +86.6% | $311.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Captrust Financial Advisors | 5.14M | +11.2% | $276.44M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 4.22M | +47.2% | $227.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 4.22M | +47.2% | $227.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 4.22M | +47.2% | $227.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 3.83M | +27.2% | $206.17M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 3.68M | +39.1% | $197.94M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 2.51M | +81.2% | $134.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 2.51M | +81.2% | $134.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 2.51M | +81.2% | $134.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.44M | +64.3% | $131.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.44M | +64.3% | $131.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.44M | +64.3% | $131.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.44M | +64.3% | $131.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 1.58M | +17.1% | $84.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1.34M | +173.7% | $72.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1.34M | +173.7% | $72.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cwm, Llc | 1.32M | +12.3% | $71.18M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 1.27M | +52.2% | $67.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 1.25M | -10.5% | $67.48M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 578.36K | +1066.9% | $31.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 538.99K | +4.8% | $28.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 538.99K | +4.8% | $28.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Mariner, LLC | 483.31K | +83.3% | $25.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 483.31K | +83.3% | $25.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mariner, LLC | 483.31K | +83.3% | $25.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 463.62K | +33.4% | $24.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 463.62K | +33.4% | $24.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 352.99K | New | $18.98M | 0.0% | New | 1 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 330.02K | +3.2% | $17.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 135.65K | +82.4% | $7.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Stifel Financial Corp | 135.65K | +82.4% | $7.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 135.95K | -63.1% | $7.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 128.24K | +1.6% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 70.71K | +555.0% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 70.71K | +555.0% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 68.90K | +624.0% | $3.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Citadel Advisors ✦ | 60.23K | +219.8% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Assetmark, Inc | 40.26K | +0.7% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. | 36.32K | +70.5% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Focus Partners Wealth | 34.10K | +164.9% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Truist Financial Corp | 26.71K | -4.8% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Truist Financial Corp | 26.71K | -4.8% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 17.37K | -19.9% | $933,872 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 11.76K | +54.0% | $632,093 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 11.76K | +54.0% | $632,093 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Fifth Third Bancorp | 10.75K | New | $577,920 | 0.0% | New | 1 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 5.59K | +109.8% | $300,413 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Northwestern Mutual Wealth… | 4.24K | +4367.4% | $228,200 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Cerity Partners LLC | 4.01K | -76.5% | $215,612 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 1.60K | -26.1% | $86,247 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| UBS AM, a distinct business… | $18.98M | 0.0% |
| Fifth Third Bancorp | $577,920 | 0.0% |
Exited
| No tracked exits this quarter. |
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: Q1 2026 ·
Methodology ·
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