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JPMorgan Limited Duration Bond ETF
JPLD

Overview Fund Activity

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.

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
1
Raymond James & Associates
Florida
$9.1M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$32.1M
3
Jane Street
3
Jane Street
New York
$4.59M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.57M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.27M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.22M
3
CAN
3
Cetera Advisor Networks
California
$1.18M
4
PA
4
Prism Advisors
California
$0
5
Bank of America
5
Bank of America
North Carolina
$7M
Name Market Value Shares Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$331K 6,496 +971 +18%
PTC
27
Private Trust Company
Ohio
$329K 6,449 -2,215 -26%
Creative Planning
28
Creative Planning
Kansas
$306K 6,016 – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$279K 5,483 +237 +5%
LNC
30
Lincoln National Corp
Pennsylvania
$265K 5,209 +48 +0.9%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$251K 4,933 +4,933 New
FTUS
32
Flow Traders U.S.
New York
$240K 4,714 -7,554 -62%
KW
33
KWB Wealth
California
$213K 4,176 +4,176 New
PI
34
PFG Investments
New York
$209K 4,101 +4,101 New
AF
35
Allworth Financial
California
$61.4K 1,205 – –
GA
36
GoalVest Advisory
New York
$27.8K 546 +546 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$27K 530 – –
HI
38
Harbour Investments
Wisconsin
$22.3K 437 – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$11K 210 – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$6K 126 – –
WWM
41
Wagner Wealth Management
South Carolina
$4.59K 90 +90 New
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$2.18K 43 +43 New
IA
43
IFP Advisors
Florida
$2.09K 41 +41 New
GRP
44
Global Retirement Partners
California
$1.67K 33 – –
CT
45
Colonial Trust
South Carolina
$1.27K 25 – –
FCG
46
Financial Connections Group
California
$1K 1 +1 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$51 1 +1 New
PA
48
Prism Advisors
California
– – -27,122 Closed
CL
49
Choreo LLC
Illinois
– – -5,990 Closed
IWC
50
Integrated Wealth Concepts
Massachusetts
– – -4,461 Closed
1
2
3