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JPMorgan Limited Duration Bond ETF
JPLD

98 hedge funds and large institutions have $2.54B invested in JPMorgan Limited Duration Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 17

78% more capital invested

Capital invested by funds: $1.43B → $2.54B (+$1.11B)

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

7.08% more ownership

Funds ownership: 80.74% → 87.82% (+7.1%)

4% more funds holding

Funds holding: 94 → 98 (+4)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.29%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
16
Increased
56
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1B
2
Morgan Stanley
Morgan Stanley
New York
+$31.1M
3
LPL Financial
LPL Financial
California
+$16M
4
DWM
Drive Wealth Management
Utah
+$5.93M
5
Bank of America
Bank of America
North Carolina
+$3.95M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$3.18M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.15M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.02M
4
MWM
MBE Wealth Management
Wisconsin
-$452K
5
MML Investors Services
MML Investors Services
Massachusetts
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
MONECO Advisors
Connecticut
$3.86M +$196K +3,746 +5%
Goldman Sachs
27
Goldman Sachs
New York
$3.42M +$3.4M +65,130 New
MAG
28
Members Advisory Group
New York
$3.36M +$150K +2,875 +5%
BCA
29
Bay Colony Advisors
Massachusetts
$3.26M -$15K -287 -0.5%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$3.03M -$61K -1,168 -2%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.95M +$821K +15,720 +39%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.75M -$96.3K -1,843 -3%
NA
33
Nautilus Advisors
California
$2.55M +$514K +9,835 +25%
WCM
34
Winebrenner Capital Management
Kentucky
$2.4M +$311K +5,946 +15%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.35M +$1.28M +24,453 +120%
TAM
36
TCP Asset Management
Ohio
$2.05M +$2.04M +39,116 New
MFG
37
MidWestOne Financial Group
Iowa
$1.97M +$56.1K +1,074 +3%
DADC
38
D.A. Davidson & Co
Montana
$1.88M -$13.2K -253 -0.7%
HF
39
HRT Financial
New York
$1.82M +$712K +13,623 +65%
FTUS
40
Flow Traders U.S.
New York
$1.8M +$1.79M +34,264 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.77M +$390K +7,460 +28%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.7M +$15.4K +295 +0.9%
KIM
43
Kane Investment Management
California
$1.66M -$45K -861 -3%
Jane Street
44
Jane Street
New York
$1.6M +$1.59M +30,425 New
P
45
&Partners
Tennessee
$1.52M +$127K +2,432 +9%
AG
46
Ascent Group
Virginia
$1.37M -$80.3K -1,538 -6%
EH
47
Equitable Holdings
New York
$1.32M +$455K +8,718 +53%
SC
48
Saiph Capital
New Jersey
$1.3M -$470 -9 -0%
Comerica Bank
49
Comerica Bank
Texas
$991K +$471K +9,020 +91%
Truist Financial
50
Truist Financial
North Carolina
$943K +$364K +6,965 +63%
1
2
3 4 5

JPLD Hedge Fund Activity: Q3 2025 in Review

98 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q3 2025, worth a combined $2.54B — up 78% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPLD positions and 10 closed out — a net gain of 6 holders — while 56 added to existing stakes and 17 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1B. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.18M sold.

  • 98 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q3 2025, up from 94 in Q2 2025.
  • Funds reported $2.54B of JPMorgan Limited Duration Bond ETF stock for Q3 2025, up 78% quarter-over-quarter.
  • 16 funds opened new JPMorgan Limited Duration Bond ETF positions in Q3 2025 and 10 closed out, a net change of +6 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $1B added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q3 2025 was Old Mission Capital, an estimated $3.18M sold.

Based on aggregated 13F filings for Q3 2025.