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JPMorgan Limited Duration Bond ETF
JPLD

Overview Fund Activity

79 hedge funds and large institutions have $824M invested in JPMorgan Limited Duration Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
45
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$50.9M
2
SC
2
Schiavi & Co
Delaware
$36.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$458M
4
M&T Bank
4
M&T Bank
New York
$52.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$12.9M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$2M
2
BWP
2
BlueStem Wealth Partners
Minnesota
$363K
3
WI
3
WBI Investments
New Jersey
$0
4
SAM
4
Synergy Asset Management
Washington
$0
5
OIA
5
OneDigital Investment Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$2M 38,528 +660 +2%
EP
27
Essential Planning
New Hampshire
$2M 38,430 -831,019 -96%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.98M 38,126 +7,586 +25%
Citadel Advisors
29
Citadel Advisors
Florida
$1.96M 37,787 +37,787 New
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.94M 37,377 -11,690 -24%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.76M 33,822 +9,093 +37%
WCM
32
Winebrenner Capital Management
Kentucky
$1.62M 31,168 +6,297 +25%
SC
33
Saiph Capital
New Jersey
$1.35M 26,054 -451 -2%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.28M 24,543 +10,908 +80%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.27M 24,372 +16,036 +192%
NA
36
Nautilus Advisors
California
$1.07M 20,498 +20,498 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.05M 20,191 +2,270 +13%
P
38
&Partners
Tennessee
$989K 19,031 +859 +5%
FTUS
39
Flow Traders U.S.
New York
$973K 18,710 +9,059 +94%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$914K 17,572 +1,114 +7%
PAG
41
Private Advisor Group
New Jersey
$797K 15,319 -5,614 -27%
EH
42
Equitable Holdings
New York
$659K 12,669 +12,669 New
WWA
43
WCG Wealth Advisors
Nevada
$624K 12,009 +1,237 +11%
KIM
44
Kane Investment Management
California
$619K 11,906 +11,906 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$513K 9,869 +1,646 +20%
CAG
46
Centerpoint Advisory Group
Kansas
$503K 9,679 -130 -1%
Truist Financial
47
Truist Financial
North Carolina
$488K 9,391 +247 +3%
PA
48
PFG Advisors
Arizona
$474K 9,118 – –
PI
49
PFG Investments
New York
$473K 9,103 +248 +3%
Cerity Partners
50
Cerity Partners
New York
$431K 8,279 +8,279 New
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