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JPMorgan Limited Duration Bond ETF
JPLD

Overview Fund Activity

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.

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
1%
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
1
Essential Planning
New Hampshire
$44.9M
2
M&T Bank
2
M&T Bank
New York
$44.1M
3
SFG
3
Stonebridge Financial Group
Pennsylvania
$11.4M
4
IA
4
Intellus Advisors
Florida
$9.9M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$8.36M

Top Sellers

1
MCIA
1
Mountain Capital Investment Advisors
Colorado
$0
2
WI
2
WBI Investments
New Jersey
$1.79M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Truist Financial
4
Truist Financial
North Carolina
$471K
5
MA
5
MONECO Advisors
Connecticut
$4.01M
Name Market Value Shares Shares
Change 		Shares
Change %
FFWA
51
FRG Family Wealth Advisors
Washington
$299K 5,800 – –
SFC
52
Swisher Financial Concepts
Ohio
$295K 5,727 -6,796 -54%
HF
53
HRT Financial
New York
$277K 5,389 +5,389 New
FOR
54
Family Office Research
Maryland
$222K 4,312 +4,312 New
KW
55
KWB Wealth
California
$208K 3,986 -213 -5%
NA
56
NewEdge Advisors
Louisiana
$205K 3,987 -337 -8%
SPIA
57
Steward Partners Investment Advisory
New York
$137K 2,655 +1,785 +205%
FWA
58
Flagship Wealth Advisors
Massachusetts
$107K 2,080 +2,080 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$104K 2,017 +18 +0.9%
HI
60
Harbour Investments
Wisconsin
$69.2K 1,343 +276 +26%
GWM
61
Geneos Wealth Management
Colorado
$62.3K 1,209 +1,209 New
CFD
62
Creative Financial Designs
Indiana
$42.9K 833 -57 -6%
AF
63
Allworth Financial
California
$37.3K 723 -193 -21%
MCM
64
MAI Capital Management
Ohio
$34.2K 663 +663 New
GA
65
GoalVest Advisory
New York
$29.1K 565 +7 +1%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$27.3K 530 – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$21K 410 -3,026 -88%
GRP
68
Global Retirement Partners
California
$20K 388 +4 +1%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$6K 126 – –
GWSG
70
GPS Wealth Strategies Group
Colorado
$5.19K 101 +101 New
PS
71
Principal Securities
Iowa
$3.3K 64 +64 New
CIA
72
Cape Investment Advisory
Georgia
$2.63K 51 +51 New
IA
73
IFP Advisors
Florida
$2.11K 41 – –
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$1.18K 23 – –
AWM
75
AE Wealth Management
Kansas
$1.13K 22 +22 New
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