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JPMorgan Limited Duration Bond ETF
JPLD

47 hedge funds and large institutions have $530M invested in JPMorgan Limited Duration Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

31% more funds holding

Funds holding: 36 → 47 (+11)

3.32% more ownership

Funds ownership: 69.99% → 73.31% (+3.3%)

2% more capital invested

Capital invested by funds: $520M → $530M (+$10.4M)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
47
Holders Change
+11
Holders Change %
+30.56%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
8
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$9.06M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$7.04M
3
Jane Street
Jane Street
New York
+$3.88M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.56M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.04M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.67M
3
CAN
Cetera Advisor Networks
California
-$1.78M
4
PA
Prism Advisors
California
-$1.37M
5
Bank of America
Bank of America
North Carolina
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
26
Raymond James Trust
Florida
$331K +$49.3K +971 +18%
PTC
27
Private Trust Company
Ohio
$329K -$112K -2,215 -26%
Creative Planning
28
Creative Planning
Kansas
$306K – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$279K +$12K +237 +5%
LNC
30
Lincoln National Corp
Pennsylvania
$265K +$2.44K +48 +0.9%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$251K +$250K +4,933 New
FTUS
32
Flow Traders U.S.
New York
$240K -$383K -7,554 -62%
KW
33
KWB Wealth
California
$213K +$212K +4,176 New
PI
34
PFG Investments
New York
$209K +$208K +4,101 New
AF
35
Allworth Financial
California
$61.4K – – –
GA
36
GoalVest Advisory
New York
$27.8K +$27.7K +546 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$27K – – –
HI
38
Harbour Investments
Wisconsin
$22.3K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$11K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
WWMSC
41
Wagner Wealth Management (South Carolina)
South Carolina
$4.58K +$4.57K +90 New
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$2.18K +$2.18K +43 New
IA
43
IFP Advisors
Florida
$2.09K +$2.08K +41 New
GRP
44
Global Retirement Partners
California
$1.67K – – –
CT
45
Colonial Trust
South Carolina
$1.27K – – –
FCG
46
Financial Connections Group
California
$1K +$51 +1 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$51 +$51 +1 New
PA
48
Prism Advisors
California
– -$1.37M -27,122 Closed
CL
49
Choreo LLC
Illinois
– -$304K -5,990 Closed
IWC
50
Integrated Wealth Concepts
Massachusetts
– -$226K -4,461 Closed
1
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JPLD Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q1 2024, worth a combined $530M — up 2% from $520M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JPLD positions and 3 closed out — a net gain of 11 holders — while 8 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $9.06M. The largest seller was Morgan Stanley, cutting an estimated $6.04M.

  • 47 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q1 2024, up from 36 in Q4 2023.
  • Funds reported $530M of JPMorgan Limited Duration Bond ETF stock for Q1 2024, up 2% quarter-over-quarter.
  • 14 funds opened new JPMorgan Limited Duration Bond ETF positions in Q1 2024 and 3 closed out, a net change of +11 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q1 2024 was Raymond James & Associates, an estimated $9.06M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.04M sold.

Based on aggregated 13F filings for Q1 2024.