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JPMorgan Limited Duration Bond ETF
JPLD

45 hedge funds and large institutions have $513M invested in JPMorgan Limited Duration Bond ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 73.31% → 72.62% (-0.69%)

3% less capital invested

Capital invested by funds: $530M → $513M (-$17.2M)

4% less funds holding

Funds holding: 47 → 45 (-2)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$9.06M
2
FCG
Financial Connections Group
California
+$2.89M
3
Morgan Stanley
Morgan Stanley
New York
+$1.71M
4
LPL Financial
LPL Financial
California
+$1.25M
5
P
&Partners
Tennessee
+$876K

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$28.6M
2
Jane Street
Jane Street
New York
-$3.86M
3
Bank of America
Bank of America
North Carolina
-$1.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.03M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$443K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$446K +$193K +3,786 +77%
UBS Group
27
UBS Group
Switzerland
$353K -$33.8K -665 -9%
RJT
28
Raymond James Trust
Florida
$333K – – –
Creative Planning
29
Creative Planning
Kansas
$308K – – –
PTC
30
Private Trust Company
Ohio
$307K -$22.9K -451 -7%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$272K -$8.75K -172 -3%
KW
32
KWB Wealth
California
$213K – – –
PI
33
PFG Investments
New York
$210K – – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$84.1K +$83.4K +1,640 New
AF
35
Allworth Financial
California
$47K -$14.7K -289 -24%
HI
36
Harbour Investments
Wisconsin
$36.5K +$14K +275 +63%
GA
37
GoalVest Advisory
New York
$28.3K +$305 +6 +1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$27.1K – – –
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
$4.61K – – –
IA
42
IFP Advisors
Florida
$2.1K – – –
GRP
43
Global Retirement Partners
California
$1.7K – – –
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$1.18K -$1.02K -20 -47%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$51 – – –
LNC
46
Lincoln National Corp
Pennsylvania
– -$265K -5,209 Closed
FTUS
47
Flow Traders U.S.
New York
– -$240K -4,714 Closed
CT
48
Colonial Trust
South Carolina
– -$1.27K -25 Closed
1
2

JPLD Hedge Fund Activity: Q2 2024 in Review

45 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q2 2024, worth a combined $513M — down 3.2% from $530M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JPLD and 2 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 13 added.

The largest buyer was JP Morgan Chase, adding an estimated $9.06M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $28.6M.

  • 45 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q2 2024, down from 47 in Q1 2024.
  • Funds reported $513M of JPMorgan Limited Duration Bond ETF stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 2 funds opened new JPMorgan Limited Duration Bond ETF positions in Q2 2024 and 3 closed out, a net change of -1 holder.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $9.06M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q2 2024 was CAPTRUST Financial Advisors, an estimated $28.6M sold.

Based on aggregated 13F filings for Q2 2024.