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JPMorgan Limited Duration Bond ETF

61 hedge funds and large institutions have $584M invested in JPMorgan Limited Duration Bond ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

36% more funds holding

Funds holding: 4561 (+16)

14% more capital invested

Capital invested by funds: $513M → $584M (+$70.9M)

5.16% less ownership

Funds ownership: 72.62%67.47% (-5.2%)

Holders
61
Holders Change
+16
Holders Change %
+35.56%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
20
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Synergy Asset Management
Washington
$943K +$935K +18,090 New
Citadel Advisors
27
Citadel Advisors
Florida
$903K -$83.9K -1,622 -9%
FTUS
28
Flow Traders U.S.
New York
$841K +$834K +16,135 New
SFC
29
Swisher Financial Concepts
Ohio
$650K -$1.82M -35,206 -74%
EP
30
Essential Planning
New Hampshire
$564K +$560K +10,824 New
Jones Financial Companies
31
Jones Financial Companies
Missouri
$549K +$93.5K +1,808 +21%
RJT
32
Raymond James Trust
Florida
$490K +$150K +2,898 +45%
PA
33
PFG Advisors
Arizona
$476K
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$471K -$66.2K -1,281 -12%
Jane Street
35
Jane Street
New York
$462K -$275K -5,320 -38%
PI
36
PFG Investments
New York
$444K +$228K +4,404 +107%
MML Investors Services
37
MML Investors Services
Massachusetts
$421K +$418K +8,079 New
TCM
38
TD Capital Management
Tennessee
$380K +$376K +7,279 New
TWC
39
TD Waterhouse Canada
Ontario, Canada
$363K +$361K +6,991 New
UBS Group
40
UBS Group
Switzerland
$349K -$10.7K -207 -3%
Creative Planning
41
Creative Planning
Kansas
$314K
PTC
42
Private Trust Company
Ohio
$308K -$4.96K -96 -2%
FFWA
43
FRG Family Wealth Advisors
Washington
$302K +$300K +5,800 New
NA
44
NewEdge Advisors
Louisiana
$225K +$224K +4,324 New
KW
45
KWB Wealth
California
$215K +$1.19K +23 +0.6%
OMC
46
Old Mission Capital
Illinois
$214K +$212K +4,096 New
PAG
47
Private Advisor Group
New Jersey
$212K +$210K +4,059 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$211K +$210K +4,055 New
MOS
49
MGO One Seven
Ohio
$203K +$202K +3,900 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$179K +$167K +3,226 +1,536%

JPLD Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q3 2024, worth a combined $584M — up 14% from $513M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JPLD positions and 5 closed out — a net gain of 16 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $28.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.28M sold.

  • 61 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q3 2024, up from 45 in Q2 2024.
  • Funds reported $584M of JPMorgan Limited Duration Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 21 funds opened new JPMorgan Limited Duration Bond ETF positions in Q3 2024 and 5 closed out, a net change of +16 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q3 2024 was Miracle Mile Advisors, an estimated $28.3M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q3 2024 was Susquehanna International Group, an estimated $6.28M sold.

Based on aggregated 13F filings for Q3 2024.