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JPMorgan Limited Duration Bond ETF

145 hedge funds and large institutions have $3.18B invested in JPMorgan Limited Duration Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

168% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 25

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

23% more capital invested

Capital invested by funds: $2.58B → $3.18B (+$599M)

17% more funds holding

Funds holding: 124145 (+21)

0.75% less ownership

Funds ownership: 85.19%84.44% (-0.75%)

Holders
145
Holders Change
+21
Holders Change %
+16.94%
% of All Funds
1.78%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
38
Increased
67
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
51
TCP Asset Management
Ohio
$2.14M -$586K -11,179 -21%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$2.1M +$172K +3,285 +9%
SCA
53
Scott Capital Advisors
Oregon
$2.04M +$2.06M +39,203 New
SAI
54
Savvy Advisors Inc
New York
$1.98M +$227K +4,321 +13%
GVAG
55
Great Valley Advisor Group
Delaware
$1.91M +$1.92M +36,601 New
KIM
56
Kane Investment Management
California
$1.9M +$142K +2,716 +8%
DADC
57
D.A. Davidson & Co
Montana
$1.86M +$65.2K +1,244 +4%
P
58
&Partners
Tennessee
$1.72M +$71.3K +1,359 +4%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.65M -$886K -16,888 -35%
AG
60
Ascent Group
Virginia
$1.61M +$250K +4,768 +18%
CGPCS
61
Capital Group Private Client Services
California
$1.58M +$188K +3,594 +14%
RF
62
Rossby Financial
Florida
$1.5M +$1.46M +27,771 +2,869%
PL
63
Protective Life
Alabama
$1.48M +$1.49M +28,428 New
IF
64
IRON Financial
Illinois
$1.35M +$1.35M +25,834 New
AWP
65
Accretive Wealth Partners
New Jersey
$1.29M +$1.3M +24,813 New
SC
66
Saiph Capital
New Jersey
$1.29M -$2.15K -41 -0.2%
VA
67
Valor Advisors
Florida
$1.2M
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$1.19M -$1.06M -20,188 -47%
MML Investors Services
69
MML Investors Services
Massachusetts
$1.15M -$37.7K -719 -3%
SAM
70
Synergy Asset Management
Washington
$1.09M +$1.1M +20,967 New
WWA
71
WCG Wealth Advisors
Nevada
$995K +$208K +3,961 +26%
Stifel Financial
72
Stifel Financial
Missouri
$987K +$81.2K +1,549 +9%
HBW
73
Hazlett, Burt & Watson
West Virginia
$962K +$609K +11,617 +171%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$943K +$466K +8,883 +97%
PWP
75
PrairieView Wealth Partners
Illinois
$905K +$463K +8,839 +104%

JPLD Hedge Fund Activity: Q1 2026 in Review

145 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q1 2026, worth a combined $3.18B — up 23% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JPLD positions and 11 closed out — a net gain of 27 holders — while 67 added to existing stakes and 25 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $409M. The largest seller was M&T Bank, cutting an estimated $20.2M.

  • 145 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q1 2026, up from 124 in Q4 2025.
  • Funds reported $3.18B of JPMorgan Limited Duration Bond ETF stock for Q1 2026, up 23% quarter-over-quarter.
  • 38 funds opened new JPMorgan Limited Duration Bond ETF positions in Q1 2026 and 11 closed out, a net change of +27 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $409M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q1 2026 was M&T Bank, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2026.