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JPMorgan Limited Duration Bond ETF
JPLD

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.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 12

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

16% more capital invested

Capital invested by funds: $712M → $824M (+$112M)

5% more funds holding

Funds holding: 75 → 79 (+4)

3.15% less ownership

Funds ownership: 74.89% → 71.75% (-3.1%)

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.06%
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
UBS Group
Switzerland
+$50.3M
2
SC
Schiavi & Co
Delaware
+$36.4M
3
JP Morgan Chase
JP Morgan Chase
New York
+$20.2M
4
M&T Bank
M&T Bank
New York
+$7.62M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.01M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$43M
2
BWP
BlueStem Wealth Partners
Minnesota
-$8.03M
3
WI
WBI Investments
New Jersey
-$1.79M
4
SAM
Synergy Asset Management
Washington
-$1.33M
5
OIA
OneDigital Investment Advisors
Kansas
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$2M +$34.2K +660 +2%
EP
27
Essential Planning
New Hampshire
$2M -$43M -831,019 -96%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.98M +$393K +7,586 +25%
Citadel Advisors
29
Citadel Advisors
Florida
$1.96M +$1.96M +37,787 New
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.94M -$605K -11,690 -24%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.76M +$471K +9,093 +37%
WCM
32
Winebrenner Capital Management
Kentucky
$1.62M +$326K +6,297 +25%
SC
33
Saiph Capital
New Jersey
$1.35M -$23.3K -451 -2%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.28M +$564K +10,908 +80%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.27M +$830K +16,036 +192%
NA
36
Nautilus Advisors
California
$1.07M +$1.06M +20,498 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.05M +$117K +2,270 +13%
P
38
&Partners
Tennessee
$989K +$44.5K +859 +5%
FTUS
39
Flow Traders U.S.
New York
$973K +$469K +9,059 +94%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$914K +$57.6K +1,114 +7%
PAG
41
Private Advisor Group
New Jersey
$797K -$291K -5,614 -27%
EH
42
Equitable Holdings
New York
$659K +$656K +12,669 New
WWA
43
WCG Wealth Advisors
Nevada
$624K +$64K +1,237 +11%
KIM
44
Kane Investment Management
California
$619K +$616K +11,906 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$513K +$85.2K +1,646 +20%
CAG
46
Centerpoint Advisory Group
Kansas
$503K -$6.73K -130 -1%
Truist Financial
47
Truist Financial
North Carolina
$488K +$12.8K +247 +3%
PA
48
PFG Advisors
Arizona
$474K – – –
PI
49
PFG Investments
New York
$473K +$12.8K +248 +3%
Cerity Partners
50
Cerity Partners
New York
$431K +$428K +8,279 New
1
2
3 4

JPLD Hedge Fund Activity: Q1 2025 in Review

79 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q1 2025, worth a combined $824M — up 16% from $712M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPLD positions and 8 closed out — a net gain of 5 holders — while 45 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $50.3M. The largest seller was Essential Planning, cutting an estimated $43M.

  • 79 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q1 2025, up from 75 in Q4 2024.
  • Funds reported $824M of JPMorgan Limited Duration Bond ETF stock for Q1 2025, up 16% quarter-over-quarter.
  • 13 funds opened new JPMorgan Limited Duration Bond ETF positions in Q1 2025 and 8 closed out, a net change of +5 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q1 2025 was UBS Group, an estimated $50.3M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q1 2025 was Essential Planning, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2025.