We are live on ! Find out more
JPLD icon

JPMorgan Limited Duration Bond ETF

94 hedge funds and large institutions have $1.43B invested in JPMorgan Limited Duration Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

73% more capital invested

Capital invested by funds: $824M → $1.43B (+$601M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more funds holding

Funds holding: 7994 (+15)

8.99% more ownership

Funds ownership: 71.75%80.74% (+9%)

Holders
94
Holders Change
+15
Holders Change %
+18.99%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
21
Increased
44
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.83M -$356K -6,870 -11%
EP
27
Essential Planning
New Hampshire
$2.77M +$759K +14,660 +38%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.32M +$547K +10,564 +31%
Citadel Advisors
29
Citadel Advisors
Florida
$2.15M +$172K +3,321 +9%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$2.14M +$851K +16,424 +67%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.11M +$121K +2,335 +6%
WCM
32
Winebrenner Capital Management
Kentucky
$2.07M +$443K +8,548 +27%
NA
33
Nautilus Advisors
California
$2.03M +$948K +18,298 +89%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.02M +$2.01M +38,731 New
MFG
35
MidWestOne Financial Group
Iowa
$1.91M -$147K -2,845 -7%
DADC
36
D.A. Davidson & Co
Montana
$1.88M -$131K -2,530 -7%
KIM
37
Kane Investment Management
California
$1.69M +$1.06M +20,509 +172%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$1.68M -$271K -5,231 -14%
AG
39
Ascent Group
Virginia
$1.44M +$1.43M +27,592 New
P
40
&Partners
Tennessee
$1.41M +$389K +7,506 +39%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.37M +$316K +6,095 +30%
SC
42
Saiph Capital
New Jersey
$1.29M -$67K -1,294 -5%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.21M -$61.9K -1,195 -5%
HF
44
HRT Financial
New York
$1.1M +$1.09M +21,047 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.06M +$141K +2,722 +15%
EH
46
Equitable Holdings
New York
$855K +$192K +3,706 +29%
WWA
47
WCG Wealth Advisors
Nevada
$623K -$4.2K -81 -0.7%
JIP
48
Jaffetilchin Investment Partners
Florida
$602K +$597K +11,526 New
Truist Financial
49
Truist Financial
North Carolina
$575K +$83.5K +1,611 +17%
Comerica Bank
50
Comerica Bank
Texas
$515K +$136K +2,619 +36%

JPLD Hedge Fund Activity: Q2 2025 in Review

94 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q2 2025, worth a combined $1.43B — up 73% from $824M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JPLD positions and 6 closed out — a net gain of 15 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $544M. The largest seller was Stonebridge Financial Group (Pennsylvania), cutting an estimated $3M.

  • 94 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q2 2025, up from 79 in Q1 2025.
  • Funds reported $1.43B of JPMorgan Limited Duration Bond ETF stock for Q2 2025, up 73% quarter-over-quarter.
  • 21 funds opened new JPMorgan Limited Duration Bond ETF positions in Q2 2025 and 6 closed out, a net change of +15 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $544M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q2 2025 was Stonebridge Financial Group (Pennsylvania), an estimated $3M sold.

Based on aggregated 13F filings for Q2 2025.