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JPMorgan Limited Duration Bond ETF

145 hedge funds and large institutions have $3.18B invested in JPMorgan Limited Duration Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

168% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 25

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

23% more capital invested

Capital invested by funds: $2.58B → $3.18B (+$599M)

17% more funds holding

Funds holding: 124145 (+21)

0.75% less ownership

Funds ownership: 85.19%84.44% (-0.75%)

Holders
145
Holders Change
+21
Holders Change %
+16.94%
% of All Funds
1.78%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
38
Increased
67
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.37B +$409M +7,798,912 +21%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$84.9M +$83.7M +1,597,049 +5,336%
Morgan Stanley
3
Morgan Stanley
New York
$75.4M +$4.67M +89,080 +7%
LPL Financial
4
LPL Financial
California
$60.3M +$17.5M +333,508 +41%
MMA
5
Miracle Mile Advisors
California
$47.9M +$1.41M +26,985 +3%
SC
6
Schiavi & Co
Delaware
$46.7M +$4.7M +89,689 +11%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$45.6M +$45.9M +875,285 +217,192%
UBS Group
8
UBS Group
Switzerland
$43.6M -$11.1M -212,327 -20%
M&T Bank
9
M&T Bank
New York
$34.5M -$20.2M -385,535 -37%
Bank of America
10
Bank of America
North Carolina
$21M +$718K +13,694 +4%
MWC
11
MBM Wealth Consultants
Missouri
$17.7M +$1.83M +34,923 +11%
TCM
12
TD Capital Management
Tennessee
$13.8M +$669K +12,760 +5%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$13.4M +$6.38M +121,751 +90%
SFGP
14
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$13.1M +$1.66M +31,671 +14%
Raymond James Financial
15
Raymond James Financial
Florida
$12.4M +$735K +14,018 +6%
FWM
16
FMA Wealth Management
Massachusetts
$12.4M +$81K +1,545 +0.7%
BC
17
Bulwark Capital
Florida
$12.3M +$5.13M +97,738 +71%
Jane Street
18
Jane Street
New York
$12.2M +$6.21M +118,482 +103%
IA
19
Intellus Advisors
Florida
$12.2M +$803K +15,313 +7%
EP
20
Essential Planning
New Hampshire
$11.9M +$3.52M +67,141 +42%
HighTower Advisors
21
HighTower Advisors
Illinois
$10.9M -$4.12M -78,481 -27%
BWA
22
Boulder Wealth Advisors
Colorado
$9.88M +$8.02M +153,032 +422%
WAOTB
23
Wealth Advisors of Tampa Bay
Florida
$9.65M +$3.57M +68,070 +58%
PAG
24
Private Advisor Group
New Jersey
$9.3M +$3.76M +71,757 +67%
JFG
25
Juno Financial Group
Virginia
$8.69M +$8.73M +166,445 New

JPLD Hedge Fund Activity: Q1 2026 in Review

145 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q1 2026, worth a combined $3.18B — up 23% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JPLD positions and 11 closed out — a net gain of 27 holders — while 67 added to existing stakes and 25 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $409M. The largest seller was M&T Bank, cutting an estimated $20.2M.

  • 145 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q1 2026, up from 124 in Q4 2025.
  • Funds reported $3.18B of JPMorgan Limited Duration Bond ETF stock for Q1 2026, up 23% quarter-over-quarter.
  • 38 funds opened new JPMorgan Limited Duration Bond ETF positions in Q1 2026 and 11 closed out, a net change of +27 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $409M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q1 2026 was M&T Bank, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2026.