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JPMorgan Limited Duration Bond ETF
JPLD

Overview Fund Activity

92 hedge funds and large institutions have $1.42B invested in JPMorgan Limited Duration Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
92
Holders Change
+13
Holders Change %
+16.46%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
43
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.01B
2
Morgan Stanley
2
Morgan Stanley
New York
$25.5M
3
BC
3
Bulwark Capital
Florida
$6.28M
4
LPL Financial
4
LPL Financial
California
$22M
5
MMA
5
Miracle Mile Advisors
California
$36.5M

Top Sellers

1
SFG
1
Stonebridge Financial Group
Pennsylvania
$10.4M
2
CAS
2
Coppell Advisory Solutions
Texas
$0
3
Jane Street
3
Jane Street
New York
$0
4
M&T Bank
4
M&T Bank
New York
$50.8M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.83M 54,155 -6,870 -11%
EP
27
Essential Planning
New Hampshire
$2.77M 53,090 +14,660 +38%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.32M 44,386 +10,564 +31%
Citadel Advisors
29
Citadel Advisors
Florida
$2.15M 41,108 +3,321 +9%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$2.14M 40,967 +16,424 +67%
WCM
31
Winebrenner Capital Management
Kentucky
$2.07M 39,716 +8,548 +27%
NA
32
Nautilus Advisors
California
$2.03M 38,796 +18,298 +89%
MFG
33
MidWestOne Financial Group
Iowa
$1.91M 36,514 -2,845 -7%
DADC
34
D.A. Davidson & Co
Montana
$1.88M 35,998 -2,530 -7%
KIM
35
Kane Investment Management
California
$1.69M 32,415 +20,509 +172%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.68M 32,146 -5,231 -14%
AG
37
Ascent Group
Virginia
$1.44M 27,592 +27,592 New
P
38
&Partners
Tennessee
$1.41M 26,537 +7,506 +39%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.37M 26,286 +6,095 +30%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.34M 25,933 -12,193 -32%
SC
41
Saiph Capital
New Jersey
$1.29M 24,760 -1,294 -5%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.21M 23,177 -1,195 -5%
HF
43
HRT Financial
New York
$1.1M 21,047 +21,047 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.06M 20,294 +2,722 +15%
EH
45
Equitable Holdings
New York
$855K 16,375 +3,706 +29%
WWA
46
WCG Wealth Advisors
Nevada
$623K 11,928 -81 -0.7%
JIP
47
Jaffetilchin Investment Partners
Florida
$602K 11,526 +11,526 New
Truist Financial
48
Truist Financial
North Carolina
$575K 11,002 +1,611 +17%
Comerica Bank
49
Comerica Bank
Texas
$515K 9,869 +2,619 +36%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$512K 9,798 -71 -0.7%
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