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JPMorgan Limited Duration Bond ETF
JPLD

36 hedge funds and large institutions have $520M invested in JPMorgan Limited Duration Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.13% more ownership

Funds ownership: 65.86% → 69.99% (+4.1%)

0% more capital invested

Capital invested by funds: $517M → $520M (+$2.57M)

0% more funds holding

Funds holding: 36 → 36 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

78% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 18

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
4
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$24.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.83M
3
Morgan Stanley
Morgan Stanley
New York
+$1.43M
4
PA
Prism Advisors
California
+$1.36M
5
DADC
D.A. Davidson & Co
Montana
+$749K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$12.1M
2
Bank of America
Bank of America
North Carolina
-$8.42M
3
Jane Street
Jane Street
New York
-$5.4M
4
WAOTB
Wealth Advisors of Tampa Bay
Florida
-$5.05M
5
Wells Fargo
Wells Fargo
California
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
26
Raymond James Trust
Florida
$280K +$276K +5,525 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$265K -$48.4K -967 -16%
LNC
28
Lincoln National Corp
Pennsylvania
$261K -$38.6K -771 -13%
IWC
29
Integrated Wealth Concepts
Massachusetts
$226K +$223K +4,461 New
AF
30
Allworth Financial
California
$61K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$26.8K – – –
HI
32
Harbour Investments
Wisconsin
$22.1K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$11K – – –
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
GRP
35
Global Retirement Partners
California
$1.65K +$50 +1 +3%
CT
36
Colonial Trust
South Carolina
$1.26K +$1.25K +25 New
LWM
37
Lionsbridge Wealth Management
Florida
– -$1.04M -20,815 Closed
Mariner
38
Mariner
Kansas
– -$814K -16,312 Closed
MAM
39
Meeder Asset Management
Ohio
– -$534K -10,697 Closed
CAG
40
Csenge Advisory Group
Florida
– -$442K -8,863 Closed
GVAG
41
Great Valley Advisor Group
Delaware
– -$222K -4,440 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– -$61.8K -1,236 Closed
GIA
43
GHP Investment Advisors
Colorado
– -$44.8K -902 Closed
1
2

JPLD Hedge Fund Activity: Q4 2023 in Review

36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q4 2023, worth a combined $520M — up 0.5% from $517M a quarter earlier.

Fund positioning in JPLD was balanced in Q4 2023: 7 funds opened new positions, 7 closed out, 4 added to existing stakes and 18 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $24.6M. The largest seller was JP Morgan Chase, cutting an estimated $12.1M.

  • 36 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $520M of JPMorgan Limited Duration Bond ETF stock for Q4 2023, up 0.5% quarter-over-quarter.
  • 7 funds opened new JPMorgan Limited Duration Bond ETF positions in Q4 2023 and 7 closed out, a net change of 0 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q4 2023 was CAPTRUST Financial Advisors, an estimated $24.6M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2023.