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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
OWA
26
OakTrust Wealth Advisors
Connecticut
$8.61M +$2.25M +42,862 +35%
WA
27
Whipplewood Advisors
Colorado
$7.85M +$7.88M +150,354 New
ACA
28
Anchor Capital Advisors
Massachusetts
$7.16M +$7.19M +137,119 New
DWM
29
Drive Wealth Management
Utah
$7.04M -$1.5M -28,649 -18%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$6.46M +$2.95M +56,246 +83%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$6.29M -$1.03M -19,571 -14%
MA
32
MONECO Advisors
Connecticut
$5.62M +$786K +14,997 +16%
AC
33
Apella Capital
Connecticut
$5.21M +$5.23M +99,726 New
BFG
34
Bleakley Financial Group
New Jersey
$5.03M +$314K +5,992 +7%
Osaic Holdings
35
Osaic Holdings
Arizona
$4.51M +$500K +9,540 +12%
SPIA
36
Steward Partners Investment Advisory
New York
$4.5M +$4.36M +83,132 +2,683%
SFS
37
Sunrise Financial Services
Washington
$4.47M +$4.5M +85,734 New
MAG
38
Members Advisory Group
New York
$4.42M +$738K +14,065 +20%
AWM
39
AE Wealth Management
Kansas
$4.22M +$93.7K +1,787 +2%
EH
40
Equitable Holdings
New York
$4.22M +$773K +14,749 +22%
GWM
41
GSB Wealth Management
Connecticut
$3.68M -$2.36M -45,068 -39%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$3.66M +$1.81M +34,534 +97%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$3.47M +$183K +3,496 +6%
NA
44
Nautilus Advisors
California
$3.21M -$335K -6,394 -9%
DPI
45
Diversified Portfolios Inc
Michigan
$2.92M +$1.87M +35,654 +175%
FCFC
46
First Commonwealth Financial Corp
Pennsylvania
$2.65M +$1.91M +36,339 +251%
WCM
47
Winebrenner Capital Management
Kentucky
$2.37M -$39.2K -747 -2%
KDA
48
Kraft Davis & Associates
Missouri
$2.32M +$2.32M +44,274 New
NB
49
Nicolet Bankshares
Wisconsin
$2.28M +$2.29M +43,690 New
FTUS
50
Flow Traders U.S.
New York
$2.14M -$16.2M -308,204 -88%

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.