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JPMorgan Limited Duration Bond ETF

92 hedge funds and large institutions have $1.42B invested in JPMorgan Limited Duration Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
92
Holders Change
+13
Holders Change %
+16.46%
% 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
20
Increased
43
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAG
51
Centerpoint Advisory Group
Kansas
$505K 9,660 -19 -0.2%
PA
52
PFG Advisors
Arizona
$476K 9,118
MWM
53
MBE Wealth Management
Wisconsin
$452K 8,653 +8,653 New
AAS
54
Avantax Advisory Services
Texas
$440K 8,417 +8,417 New
DPI
55
Diversified Portfolios Inc
Michigan
$438K 8,388 +8,388 New
XPN
56
XY Planning Network
Montana
$437K 8,359 +8,359 New
Cerity Partners
57
Cerity Partners
New York
$435K 8,319 +40 +0.5%
GLA
58
Good Life Advisors
Pennsylvania
$404K 7,726 +7,726 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$368K 7,039 +7,039 New
PTC
60
Private Trust Company
Ohio
$334K 6,401 +637 +11%
JWCA
61
J.W. Cole Advisors
Florida
$325K 6,232 +6,232 New
Creative Planning
62
Creative Planning
Kansas
$314K 6,016
BWP
63
BlueStem Wealth Partners
Minnesota
$308K 5,902 -1,080 -15%
CGPCS
64
Capital Group Private Client Services
California
$297K 5,683 +5,683 New
SFC
65
Swisher Financial Concepts
Ohio
$292K 5,592 -424 -7%
KW
66
KWB Wealth
California
$288K 5,544 +1,494 +37%
BFA
67
Beacon Financial Advisory
Ohio
$271K 5,187 +5,187 New
MAM
68
McLean Asset Management
Virginia
$260K 4,992 +4,992 New
PI
69
PFG Investments
New York
$214K 4,101 -5,002 -55%
BEI
70
Benjamin Edwards Inc
Missouri
$202K 3,875 -3,778 -49%
NA
71
NewEdge Advisors
Louisiana
$151K 2,896 +770 +36%
SPIA
72
Steward Partners Investment Advisory
New York
$142K 2,716 +1 +0%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$122K 2,337 +1,682 +257%
AAP
74
Arax Advisory Partners
Colorado
$110K 2,115 +1,418 +203%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$107K 2,054 +19 +0.9%