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JPMorgan Limited Duration Bond ETF
JPLD

75 hedge funds and large institutions have $712M invested in JPMorgan Limited Duration Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

23% more funds holding

Funds holding: 61 → 75 (+14)

22% more capital invested

Capital invested by funds: $584M → $712M (+$128M)

7.43% more ownership

Funds ownership: 67.47% → 74.89% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
26
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
+$44.4M
2
M&T Bank
M&T Bank
New York
+$44.2M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.77M
4
Bank of America
Bank of America
North Carolina
+$3.55M
5
TCM
TD Capital Management
Tennessee
+$3.32M

Top Sellers

1
MCIA
Mountain Capital Investment Advisors
Colorado
-$1.9M
2
WI
WBI Investments
New Jersey
-$1.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$903K
4
Truist Financial
Truist Financial
North Carolina
-$761K
5
MA
MONECO Advisors
Connecticut
-$650K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.57M -$117K -2,255 -7%
SC
27
Saiph Capital
New Jersey
$1.37M +$465 +9 +0%
SAM
28
Synergy Asset Management
Washington
$1.33M +$393K +7,599 +42%
WCM
29
Winebrenner Capital Management
Kentucky
$1.28M +$1.28M +24,871 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.27M +$310K +6,001 +32%
OIA
31
OneDigital Investment Advisors
Kansas
$1.23M – – –
GWM
32
GSB Wealth Management
Connecticut
$1.2M +$1.21M +23,362 New
PAG
33
Private Advisor Group
New Jersey
$1.08M +$872K +16,874 +416%
P
34
&Partners
Tennessee
$936K -$5.17K -100 -0.5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$923K -$566K -10,960 -38%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$848K +$641K +12,403 +306%
Jane Street
37
Jane Street
New York
$840K +$384K +7,432 +84%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$702K +$161K +3,108 +30%
WWA
39
WCG Wealth Advisors
Nevada
$555K +$557K +10,772 New
CAG
40
Centerpoint Advisory Group
Kansas
$505K +$507K +9,809 New
FTUS
41
Flow Traders U.S.
New York
$497K -$335K -6,484 -40%
Truist Financial
42
Truist Financial
North Carolina
$471K -$761K -14,731 -62%
PA
43
PFG Advisors
Arizona
$470K – – –
PI
44
PFG Investments
New York
$456K +$18.1K +350 +4%
MML Investors Services
45
MML Investors Services
Massachusetts
$429K +$13.3K +257 +3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$424K -$42.3K -818 -9%
FM
47
Foster & Motley
Ohio
$398K +$399K +7,730 New
UBS Group
48
UBS Group
Switzerland
$335K -$10K -194 -3%
Creative Planning
49
Creative Planning
Kansas
$310K – – –
PTC
50
Private Trust Company
Ohio
$305K +$982 +19 +0.3%
1
2
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JPLD Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q4 2024, worth a combined $712M — up 22% from $584M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPLD positions and 5 closed out — a net gain of 17 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Essential Planning, adding an estimated $44.4M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $1.9M sold.

  • 75 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q4 2024, up from 61 in Q3 2024.
  • Funds reported $712M of JPMorgan Limited Duration Bond ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 22 funds opened new JPMorgan Limited Duration Bond ETF positions in Q4 2024 and 5 closed out, a net change of +17 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q4 2024 was Essential Planning, an estimated $44.4M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q4 2024 was Mountain Capital Investment Advisors, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2024.