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JPMorgan Limited Duration Bond ETF

79 hedge funds and large institutions have $824M invested in JPMorgan Limited Duration Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
45
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FM
51
Foster & Motley
Ohio
$402K
BEI
52
Benjamin Edwards Inc
Missouri
$398K +$398K +7,653 New
Comerica Bank
53
Comerica Bank
Texas
$377K +$377K +7,250 New
BWP
54
BlueStem Wealth Partners
Minnesota
$363K -$8.07M -155,228 -96%
Creative Planning
55
Creative Planning
Kansas
$313K
SFC
56
Swisher Financial Concepts
Ohio
$313K +$15K +289 +5%
PTC
57
Private Trust Company
Ohio
$300K -$8.16K -157 -3%
VF
58
Vawter Financial
Ohio
$250K +$250K +4,800 New
KW
59
KWB Wealth
California
$209K +$3.3K +64 +2%
FFA
60
Farther Finance Advisors
California
$156K +$156K +3,000 New
SPIA
61
Steward Partners Investment Advisory
New York
$141K +$3.12K +60 +2%
GWM
62
Geneos Wealth Management
Colorado
$126K +$62.9K +1,209 +100%
NA
63
NewEdge Advisors
Louisiana
$111K -$96.8K -1,861 -47%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$106K +$936 +18 +0.9%
HI
65
Harbour Investments
Wisconsin
$95.1K +$25.3K +486 +36%
FWA
66
Flagship Wealth Advisors
Massachusetts
$89.8K -$18.4K -354 -17%
RF
67
Rossby Financial
Florida
$50.2K +$50.2K +968 New
CFD
68
Creative Financial Designs
Indiana
$43.8K +$468 +9 +1%
AF
69
Allworth Financial
California
$37.5K
AAP
70
Arax Advisory Partners
Colorado
$36.2K +$36.2K +697 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$34K +$12.7K +245 +60%
GA
72
GoalVest Advisory
New York
$29.7K +$312 +6 +1%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$7K
GWSG
74
GPS Wealth Strategies Group
Colorado
$5.3K +$52 +1 +1%
PS
75
Principal Securities
Iowa
$3.3K