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JPMorgan Limited Duration Bond ETF
JPLD

75 hedge funds and large institutions have $712M invested in JPMorgan Limited Duration Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

23% more funds holding

Funds holding: 61 → 75 (+14)

22% more capital invested

Capital invested by funds: $584M → $712M (+$128M)

7.43% more ownership

Funds ownership: 67.47% → 74.89% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
26
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
+$44.4M
2
M&T Bank
M&T Bank
New York
+$44.2M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.77M
4
Bank of America
Bank of America
North Carolina
+$3.55M
5
TCM
TD Capital Management
Tennessee
+$3.32M

Top Sellers

1
MCIA
Mountain Capital Investment Advisors
Colorado
-$1.9M
2
WI
WBI Investments
New Jersey
-$1.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$903K
4
Truist Financial
Truist Financial
North Carolina
-$761K
5
MA
MONECO Advisors
Connecticut
-$650K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
51
FRG Family Wealth Advisors
Washington
$299K – – –
SFC
52
Swisher Financial Concepts
Ohio
$295K -$351K -6,796 -54%
HF
53
HRT Financial
New York
$277K +$278K +5,389 New
FOR
54
Family Office Research
Maryland
$222K +$223K +4,312 New
KW
55
KWB Wealth
California
$208K -$11K -213 -5%
NA
56
NewEdge Advisors
Louisiana
$205K -$17.4K -337 -8%
SPIA
57
Steward Partners Investment Advisory
New York
$137K +$92.2K +1,785 +205%
FWA
58
Flagship Wealth Advisors
Massachusetts
$107K +$107K +2,080 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$104K +$930 +18 +0.9%
HI
60
Harbour Investments
Wisconsin
$69.2K +$14.3K +276 +26%
GWM
61
Geneos Wealth Management
Colorado
$62.3K +$62.5K +1,209 New
CFD
62
Creative Financial Designs
Indiana
$42.9K -$2.94K -57 -6%
AF
63
Allworth Financial
California
$37.3K -$9.97K -193 -21%
MCM
64
MAI Capital Management
Ohio
$34.2K +$34.3K +663 New
GA
65
GoalVest Advisory
New York
$29.1K +$362 +7 +1%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$27.3K – – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$21K -$156K -3,026 -88%
GRP
68
Global Retirement Partners
California
$20K +$207 +4 +1%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
GWSG
70
GPS Wealth Strategies Group
Colorado
$5.19K +$5.22K +101 New
PS
71
Principal Securities
Iowa
$3.3K +$3.31K +64 New
CIA
72
Cape Investment Advisory
Georgia
$2.63K +$2.63K +51 New
IA
73
IFP Advisors
Florida
$2.11K – – –
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$1.18K – – –
AWM
75
AE Wealth Management
Kansas
$1.13K +$1.14K +22 New
1 2
3
4

JPLD Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q4 2024, worth a combined $712M — up 22% from $584M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPLD positions and 5 closed out — a net gain of 17 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Essential Planning, adding an estimated $44.4M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $1.9M sold.

  • 75 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q4 2024, up from 61 in Q3 2024.
  • Funds reported $712M of JPMorgan Limited Duration Bond ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 22 funds opened new JPMorgan Limited Duration Bond ETF positions in Q4 2024 and 5 closed out, a net change of +17 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q4 2024 was Essential Planning, an estimated $44.4M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q4 2024 was Mountain Capital Investment Advisors, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2024.