JBND Institutional Ownership
JPMorgan Active Bond ETF
1W: +0.8%
1M: +1.6%
3M: -1.4%
YTD: -3.3%
1Y: -4.3%
3Y: +16.2%
$51.86
+0.02 (+0.04%)
Weekly Expected Move ±0.6%
$51
$51
$52
$52
$52
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JBND
354
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
7B
Total Invested
50
New Positions
193
Increased
96
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (370 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 20,847,585 | 1.1B | +3,958,788 | +23.4% | 9Q | SEC ↗ |
| 2 | Allworth Financial LP | 9,101,672 | 472M | +2,971,765 | +48.5% | 3Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 7,852,779 | 407M | +2,043,982 | +35.2% | 4Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 6,946,476 | 360M | +1,140,583 | +19.6% | 11Q | SEC ↗ |
| 5 | CAPTRUST FINANCIAL ADVISORS | 6,077,220 | 315M | +936,066 | +18.2% | 4Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 5,328,568 | 276M | +1,494,333 | +39.0% | 8Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 5,099,381 | 264M | +1,418,178 | +38.5% | 10Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 4,453,121 | 231M | +229,973 | +5.4% | 5Q | SEC ↗ |
| 9 | Private Advisor Group, LLC | 3,894,546 | 202M | +339,244 | +9.5% | 8Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC | 3,109,788 | 161M | +940,160 | +43.3% | 10Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 2,768,570 | 144M | +324,815 | +13.3% | 11Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 2,724,250 | 141M | +215,840 | +8.6% | 6Q | SEC ↗ |
| 13 | Summit Financial, LLC | 1,753,766 | 91M | +90,281 | +5.4% | 4Q | SEC ↗ |
| 14 | Bridgewater Advisors Inc. | 1,722,643 | 89M | +100,385 | +6.2% | 4Q | SEC ↗ |
| 15 | JONES FINANCIAL COMPANIES LLLP | 1,665,734 | 86M | +393,566 | +30.9% | 8Q | SEC ↗ |
| 16 | Diversified Portfolios, Inc. | 1,583,948 | 82M | -403,430 | -20.3% | 9Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 1,502,729 | 78M | +247,756 | +19.7% | 8Q | SEC ↗ |
| 18 | Vestmark Advisory Solutions, Inc. | 1,496,955 | 78M | -109 | -0.0% | 3Q | SEC ↗ |
| 19 | BALDWIN WEALTH PARTNERS LLC/MA | 1,470,097 | 76M | +865 | +0.1% | 7Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 1,446,588 | 75M | +105,913 | +7.9% | 4Q | SEC ↗ |
| 21 | Berger Financial Group, Inc | 1,431,811 | 74M | -11,944 | -0.8% | 10Q | SEC ↗ |
| 22 | CWM, LLC | 1,323,773 | 69M | +145,194 | +12.3% | 10Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 1,323,132 | 69M | -254,314 | -16.1% | 11Q | SEC ↗ |
| 24 | Northwest Financial Advisors | 1,318,229 | 68M | +1,306,896 | +11531.8% | 2Q | SEC ↗ |
| 25 | IAG Wealth Partners, LLC | 1,114,649 | 58M | +5,106 | +0.5% | 8Q | SEC ↗ |
| 26 | StoneX Group Inc. | 1,032,908 | 54M | +225,612 | +27.9% | 7Q | SEC ↗ |
| 27 | LVZ, Inc. | 964,908 | 50M | -2,112 | -0.2% | 7Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 936,097 | 49M | +309,079 | +49.3% | 8Q | SEC ↗ |
| 29 | Peterson Wealth Advisors, LLC | 930,053 | 48M | +36,502 | +4.1% | 9Q | SEC ↗ |
| 30 | Larson Financial Group LLC | 872,511 | 45M | +147,933 | +20.4% | 9Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 811,131 | 42M | +347,510 | +75.0% | 11Q | SEC ↗ |
| 32 | Essex LLC | 798,166 | 41M | +127,845 | +19.1% | 5Q | SEC ↗ |
| 33 | Dynasty Wealth Management, LLC | 755,090 | 39M | +77,994 | +11.5% | 4Q | SEC ↗ |
| 34 | Intrua Financial, LLC | 742,478 | 39M | +13,127 | +1.8% | 9Q | SEC ↗ |
| 35 | Arlington Financial Advisors, LLC | 719,463 | 37M | +19,946 | +2.9% | 3Q | SEC ↗ |
| 36 | Lifelong Wealth Advisors, Inc. | 699,070 | 36M | +29,780 | +4.4% | 5Q | SEC ↗ |
| 37 | UBS Group AG | 673,309 | 35M | +94,947 | +16.4% | 3Q | SEC ↗ |
| 38 | Pallas Capital Advisors LLC | 669,152 | 35M | +42,910 | +6.9% | 11Q | SEC ↗ |
| 39 | Spire Wealth Management | 633,749 | 33M | -17,259 | -2.7% | 7Q | SEC ↗ |
| 40 | HARBOUR INVESTMENTS, INC. | 595,638 | 31M | -10,615 | -1.8% | 7Q | SEC ↗ |
| 41 | NewEdge Wealth, LLC | 568,422 | 29M | -8,936 | -1.5% | 6Q | SEC ↗ |
| 42 | CGC Financial Services, LLC | 555,625 | 29M | +15,749 | +2.9% | 5Q | SEC ↗ |
| 43 | D.A. DAVIDSON & CO. | 553,389 | 29M | +15,138 | +2.8% | 6Q | SEC ↗ |
| 44 | FMR LLC | 539,886 | 28M | +895 | +0.2% | 7Q | SEC ↗ |
| 45 | OpenArc Corporate Advisory, LLC | 508,429 | 26M | +78,899 | +18.4% | 3Q | SEC ↗ |
| 46 | MEANS INVESTMENT CO., INC. | 473,636 | 25M | +41,749 | +9.7% | 9Q | SEC ↗ |
| 47 | EP Wealth Advisors, LLC NEW | 393,303 | 20M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Global Retirement Partners, LLC NEW | 389,817 | 20M | — | +0.0% | 1Q | SEC ↗ |
| 49 | KWB Wealth | 388,588 | 20M | +116,238 | +42.7% | 7Q | SEC ↗ |
| 50 | Mariner, LLC | 377,534 | 20M | -105,776 | -21.9% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| EP Wealth Advisors, LLC | 393,303 | 20M |
| Global Retirement Partners, LLC | 389,817 | 20M |
| Morrissey Wealth Management, LLC | 280,784 | 15M |
| OLD MISSION CAPITAL LLC | 226,768 | 12M |
| Per Stirling Capital Management, LL | 215,218 | 11M |
| TENET WEALTH PARTNERS, LLC | 131,606 | 7M |
| Evergreen Wealth Partners LLC | 97,378 | 5M |
| JANE STREET GROUP, LLC | 74,321 | 4M |
| IFG Advisory, LLC | 57,076 | 3M |
| Acropolis Investment Management, LL | 33,600 | 2M |
| MONECO ADVISORS, LLC | 32,675 | 2M |
| Perigon Wealth Management, LLC | 31,217 | 2M |
| Coppell Advisory Solutions LLC | 29,645 | 2M |
| J.W. COLE ADVISORS, INC. | 20,650 | 1M |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 15,260 | 791K |
| RENAISSANCE TECHNOLOGIES LLC | 13,700 | 710K |
| Everest Financial Group LLC | 12,149 | 630K |
| Callan Family Office, LLC | 12,003 | 622K |
| J. L. Bainbridge & Co., Inc. | 10,696 | 555K |
| Jacobi Capital Management LLC | 9,838 | 510K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 1,429,253 | 74M |
| PEAK FINANCIAL ADVISORS LLC | 259,406 | 13M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 253,549 | 13M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 233,471 | 12M |
| Baer Investment Advisory LLC | 99,327 | 5M |
| Focus Financial Network, Inc. | 88,993 | 5M |
| RFG Advisory, LLC | 81,672 | 4M |
| CITADEL ADVISORS LLC | 60,225 | 3M |
| Ascentis Independent Advisors | 47,923 | 2M |
| FLOW TRADERS U.S. LLC | 47,876 | 2M |
| Thrivent Financial for Lutherans | 30,982 | 2M |
| Bay Colony Advisory Group, Inc d/b/ | 28,303 | 1M |
| Blue Trust, Inc. | 19,509 | 1M |
| Richard P Slaughter Associates Inc | 15,732 | 816K |
| Westmount Partners, LLC | 11,000 | 570K |
| Inspire Advisors, LLC | 9,401 | 488K |
| Fortitude Financial, LLC | 8,152 | 423K |
| Compound Planning, Inc. | 7,427 | 385K |
| Greykasell Wealth Strategies, Inc. | 6,599 | 342K |
| Latitude Advisors, LLC | 4,849 | 251K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +3,958,788 | +23.4% | 20,847,585 |
| Allworth Financial LP | +2,971,765 | +48.5% | 9,101,672 |
| AMERIPRISE FINANCIAL INC | +2,043,982 | +35.2% | 7,852,779 |
| Cetera Investment Advisers | +1,494,333 | +39.0% | 5,328,568 |
| ENVESTNET ASSET MANAGEMENT INC | +1,418,178 | +38.5% | 5,099,381 |
| Northwest Financial Advisors | +1,306,896 | +11531.8% | 1,318,229 |
| JPMORGAN CHASE & CO | +1,140,583 | +19.6% | 6,946,476 |
| Janney Montgomery Scott LLC | +940,160 | +43.3% | 3,109,788 |
| CAPTRUST FINANCIAL ADVISORS | +936,066 | +18.2% | 6,077,220 |
| JONES FINANCIAL COMPANIES LLLP | +393,566 | +30.9% | 1,665,734 |
| OSAIC HOLDINGS, INC. | +347,510 | +75.0% | 811,131 |
| Private Advisor Group, LLC | +339,244 | +9.5% | 3,894,546 |
| ROYAL BANK OF CANADA | +324,815 | +13.3% | 2,768,570 |
| Cambridge Investment Research Advis | +309,079 | +49.3% | 936,097 |
| MML INVESTORS SERVICES, LLC | +247,756 | +19.7% | 1,502,729 |
| BANK OF AMERICA CORP /DE | +229,973 | +5.4% | 4,453,121 |
| AdvisorNet Financial, Inc | +228,064 | +174.7% | 358,635 |
| StoneX Group Inc. | +225,612 | +27.9% | 1,032,908 |
| RAYMOND JAMES FINANCIAL INC | +215,840 | +8.6% | 2,724,250 |
| Opes Wealth Management LLC | +188,637 | +102.5% | 372,762 |