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JPMorgan Limited Duration Bond ETF

124 hedge funds and large institutions have $2.58B invested in JPMorgan Limited Duration Bond ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

27% more funds holding

Funds holding: 98124 (+26)

2% more capital invested

Capital invested by funds: $2.54B → $2.58B (+$42.7M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.63% less ownership

Funds ownership: 87.82%85.19% (-2.6%)

Holders
124
Holders Change
+26
Holders Change %
+26.53%
% of All Funds
1.51%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
57
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$5.57M +$1.15M +21,933 +26%
FFA
27
Farther Finance Advisors
California
$5.47M +$5.48M +104,553 New
Citadel Advisors
28
Citadel Advisors
Florida
$4.93M +$4.93M +94,101 New
MA
29
MONECO Advisors
Connecticut
$4.85M +$1M +19,118 +26%
BFG
30
Bleakley Financial Group
New Jersey
$4.73M +$4.74M +90,348 New
AWM
31
AE Wealth Management
Kansas
$4.13M +$4M +76,290 +2,820%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.03M +$1.09M +20,745 +37%
MAG
33
Members Advisory Group
New York
$3.7M +$347K +6,614 +10%
NA
34
Nautilus Advisors
California
$3.55M +$1.01M +19,254 +40%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$3.53M +$793K +15,136 +29%
EH
36
Equitable Holdings
New York
$3.44M +$2.13M +40,707 +162%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$3.3M +$277K +5,282 +9%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.75M +$2.75M +52,485 New
TAM
39
TCP Asset Management
Ohio
$2.73M +$687K +13,108 +34%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2.54M +$1.95M +37,123 +325%
WCM
41
Winebrenner Capital Management
Kentucky
$2.42M +$25.8K +492 +1%
MFG
42
MidWestOne Financial Group
Iowa
$2.29M +$328K +6,253 +17%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.25M -$90.1K -1,718 -4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.93M +$169K +3,221 +10%
BWA
45
Boulder Wealth Advisors
Colorado
$1.9M -$6.29M -119,948 -77%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.86M +$1.05M +19,975 +128%
DADC
47
D.A. Davidson & Co
Montana
$1.8M -$71.5K -1,364 -4%
KIM
48
Kane Investment Management
California
$1.76M +$107K +2,043 +6%
SAI
49
Savvy Advisors Inc
New York
$1.76M +$1.76M +33,559 New
P
50
&Partners
Tennessee
$1.66M +$138K +2,637 +9%