JPMorgan Limited Duration Bond ETF
JPLD
36 hedge funds and large institutions have $517M invested in JPMorgan Limited Duration Bond ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
65.86% more ownership
Funds ownership: 0% → 65.86% (+66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$424M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16.4M |
| 3 |
Morgan Stanley
New York
|
+$10.7M |
| 4 |
WAOTB
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
+$9.97M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.7M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $300K | +$300K | +6,016 | New |
|
|
LNC
27
Lincoln National Corp
Radnor,
Pennsylvania
| $296K | +$296K | +5,932 | New |
|
|
GVAG
28
Great Valley Advisor Group
Wilmington,
Delaware
| $222K | +$222K | +4,440 | New |
|
|
CFGS
29
Concourse Financial Group Securities
Birmingham,
Alabama
| $61.7K | +$61.7K | +1,236 | New |
|
|
AF
30
Allworth Financial
Folsom,
California
| $60.1K | +$60.2K | +1,205 | New |
|
|
GIA
31
GHP Investment Advisors
Denver,
Colorado
| $44.8K | +$45K | +902 | New |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26.4K | +$26.5K | +530 | New |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| $21.8K | +$21.8K | +437 | New |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | +$10.5K | +210 | New |
|
35
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | +$6.29K | +126 | New |
|
|
GRP
36
Global Retirement Partners
San Rafael,
California
| $1.59K | +$1.6K | +32 | New |
|
JPLD Hedge Fund Activity: Q3 2023 in Review
36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q3 2023, worth a combined $517M.
Buyers outnumbered sellers: 36 funds opened new JPLD positions and 0 closed out — a net gain of 36 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $424M.
- 36 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q3 2023, up from 0 in Q2 2023.
- Funds reported $517M of JPMorgan Limited Duration Bond ETF stock for Q3 2023.
- 36 funds opened new JPMorgan Limited Duration Bond ETF positions in Q3 2023 and 0 closed out, a net change of +36 holders.
- The largest JPMorgan Limited Duration Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $424M added.
Based on aggregated 13F filings for Q3 2023.