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JPMorgan Limited Duration Bond ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$446K 8,719 +3,786 +77%
UBS Group
27
UBS Group
Switzerland
$353K 6,903 -665 -9%
RJT
28
Raymond James Trust
Florida
$333K 6,496
Creative Planning
29
Creative Planning
Kansas
$308K 6,016
PTC
30
Private Trust Company
Ohio
$307K 5,998 -451 -7%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$272K 5,311 -172 -3%
KW
32
KWB Wealth
California
$213K 4,176
PI
33
PFG Investments
New York
$210K 4,101
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$84.1K 1,640 +1,640 New
AF
35
Allworth Financial
California
$47K 916 -289 -24%
HI
36
Harbour Investments
Wisconsin
$36.5K 712 +275 +63%
GA
37
GoalVest Advisory
New York
$28.3K 552 +6 +1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$27.1K 530
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
$4.61K 90
IA
42
IFP Advisors
Florida
$2.1K 41
GRP
43
Global Retirement Partners
California
$1.7K 33
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$1.18K 23 -20 -47%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$51 1
LNC
46
Lincoln National Corp
Pennsylvania
-5,209 Closed
FTUS
47
Flow Traders U.S.
New York
-4,714 Closed
CT
48
Colonial Trust
South Carolina
-25 Closed
CFGS
49
Concourse Financial Group Securities
Alabama