JPLD icon

JPMorgan Limited Duration Bond ETF
JPLD

Overview Fund Activity

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.

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
1%
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
1
Essential Planning
New Hampshire
$44.9M
2
M&T Bank
2
M&T Bank
New York
$44.1M
3
SFG
3
Stonebridge Financial Group
Pennsylvania
$11.4M
4
IA
4
Intellus Advisors
Florida
$9.9M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$8.36M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
WI
2
WBI Investments
New Jersey
$1.79M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Truist Financial
4
Truist Financial
North Carolina
$471K
5
MA
5
MONECO Advisors
Connecticut
$4.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.57M 30,540 -2,255 -7%
SC
27
Saiph Capital
New Jersey
$1.37M 26,505 +9 +0%
SAM
28
Synergy Asset Management
Washington
$1.33M 25,689 +7,599 +42%
WCM
29
Winebrenner Capital Management
Kentucky
$1.28M 24,871 +24,871 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.27M 24,729 +6,001 +32%
OIA
31
OneDigital Investment Advisors
Kansas
$1.23M 23,845 – –
GWM
32
GSB Wealth Management
Connecticut
$1.2M 23,362 +23,362 New
PAG
33
Private Advisor Group
New Jersey
$1.08M 20,933 +16,874 +416%
P
34
&Partners
Tennessee
$936K 18,172 -100 -0.5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$923K 17,921 -10,960 -38%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$848K 16,458 +12,403 +306%
Jane Street
37
Jane Street
New York
$840K 16,295 +7,432 +84%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$702K 13,635 +3,108 +30%
WWA
39
WCG Wealth Advisors
Nevada
$555K 10,772 +10,772 New
CAG
40
Centerpoint Advisory Group
Kansas
$505K 9,809 +9,809 New
FTUS
41
Flow Traders U.S.
New York
$497K 9,651 -6,484 -40%
Truist Financial
42
Truist Financial
North Carolina
$471K 9,144 -14,731 -62%
PA
43
PFG Advisors
Arizona
$470K 9,118 – –
PI
44
PFG Investments
New York
$456K 8,855 +350 +4%
MML Investors Services
45
MML Investors Services
Massachusetts
$429K 8,336 +257 +3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$424K 8,223 -818 -9%
FM
47
Foster & Motley
Ohio
$398K 7,730 +7,730 New
UBS Group
48
UBS Group
Switzerland
$335K 6,502 -194 -3%
Creative Planning
49
Creative Planning
Kansas
$310K 6,016 – –
PTC
50
Private Trust Company
Ohio
$305K 5,921 +19 +0.3%
1
2
3 4