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JPMorgan Limited Duration Bond ETF
JPLD

94 hedge funds and large institutions have $1.43B invested in JPMorgan Limited Duration Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

73% more capital invested

Capital invested by funds: $824M → $1.43B (+$601M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

19% more funds holding

Funds holding: 79 → 94 (+15)

8.99% more ownership

Funds ownership: 71.75% → 80.74% (+9%)

Holders
94
Holders Change
+15
Holders Change %
+18.99%
% 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
21
Increased
44
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$544M
2
Morgan Stanley
Morgan Stanley
New York
+$9.93M
3
LPL Financial
LPL Financial
California
+$5.68M
4
MMA
Miracle Mile Advisors
California
+$5.09M
5
BCA
Bay Colony Advisors
Massachusetts
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
SFGP
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$3M
2
CAS
Coppell Advisory Solutions
Texas
-$2.66M
3
Jane Street
Jane Street
New York
-$2.03M
4
M&T Bank
M&T Bank
New York
-$1.56M
5
FTUS
Flow Traders U.S.
New York
-$973K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$512K -$3.68K -71 -0.7%
CAG
52
Centerpoint Advisory Group
Kansas
$505K -$984 -19 -0.2%
PA
53
PFG Advisors
Arizona
$476K – – –
MWM
54
MBE Wealth Management
Wisconsin
$452K +$448K +8,653 New
AAS
55
Avantax Advisory Services
Texas
$440K +$436K +8,417 New
DPI
56
Diversified Portfolios Inc
Michigan
$438K +$435K +8,388 New
XPN
57
XY Planning Network
Montana
$437K +$433K +8,359 New
Cerity Partners
58
Cerity Partners
New York
$435K +$2.07K +40 +0.5%
GLA
59
Good Life Advisors
Pennsylvania
$404K +$400K +7,726 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$368K +$365K +7,039 New
PTC
61
Private Trust Company
Ohio
$334K +$33K +637 +11%
JWCA
62
J.W. Cole Advisors
Florida
$325K +$323K +6,232 New
Creative Planning
63
Creative Planning
Kansas
$314K – – –
BWP
64
BlueStem Wealth Partners
Minnesota
$308K -$56K -1,080 -15%
CGPCS
65
Capital Group Private Client Services
California
$297K +$294K +5,683 New
SFC
66
Swisher Financial Concepts
Ohio
$292K -$22K -424 -7%
KW
67
KWB Wealth
California
$288K +$77.4K +1,494 +37%
BFA
68
Beacon Financial Advisory
Ohio
$271K +$269K +5,187 New
MAM
69
McLean Asset Management
Virginia
$260K +$259K +4,992 New
PI
70
PFG Investments
New York
$214K -$259K -5,002 -55%
BEI
71
Benjamin Edwards Inc
Missouri
$202K -$196K -3,778 -49%
NA
72
NewEdge Advisors
Louisiana
$151K +$39.9K +770 +36%
SPIA
73
Steward Partners Investment Advisory
New York
$142K +$52 +1 +0%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$122K +$87.1K +1,682 +257%
AAP
75
Arax Advisory Partners
Colorado
$110K +$73.5K +1,418 +203%
1 2
3
4

JPLD Hedge Fund Activity: Q2 2025 in Review

94 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q2 2025, worth a combined $1.43B — up 73% from $824M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JPLD positions and 6 closed out — a net gain of 15 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $544M. The largest seller was Stonebridge Financial Group (Pennsylvania), cutting an estimated $3M.

  • 94 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q2 2025, up from 79 in Q1 2025.
  • Funds reported $1.43B of JPMorgan Limited Duration Bond ETF stock for Q2 2025, up 73% quarter-over-quarter.
  • 21 funds opened new JPMorgan Limited Duration Bond ETF positions in Q2 2025 and 6 closed out, a net change of +15 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $544M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q2 2025 was Stonebridge Financial Group (Pennsylvania), an estimated $3M sold.

Based on aggregated 13F filings for Q2 2025.