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JPMorgan Limited Duration Bond ETF

94 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 21 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+15
Holders Change %
+18.99%
% of All Funds
1.26%
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
43
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$512K -$3.71K -71 -0.7%
CAG
52
Centerpoint Advisory Group
Kansas
$505K -$992 -19 -0.2%
PA
53
PFG Advisors
Arizona
$476K
MWM
54
MBE Wealth Management
Wisconsin
$452K +$452K +8,653 New
AAS
55
Avantax Advisory Services
Texas
$440K +$440K +8,417 New
DPI
56
Diversified Portfolios Inc
Michigan
$438K +$438K +8,388 New
XPN
57
XY Planning Network
Montana
$437K +$437K +8,359 New
Cerity Partners
58
Cerity Partners
New York
$435K +$2.09K +40 +0.5%
GLA
59
Good Life Advisors
Pennsylvania
$404K +$404K +7,726 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$368K +$368K +7,039 New
PTC
61
Private Trust Company
Ohio
$334K +$33.3K +637 +11%
JWCA
62
J.W. Cole Advisors
Florida
$325K +$325K +6,232 New
Creative Planning
63
Creative Planning
Kansas
$314K
BWP
64
BlueStem Wealth Partners
Minnesota
$308K -$56.4K -1,080 -15%
CGPCS
65
Capital Group Private Client Services
California
$297K +$297K +5,683 New
SFC
66
Swisher Financial Concepts
Ohio
$292K -$22.1K -424 -7%
KW
67
KWB Wealth
California
$288K +$77.7K +1,494 +37%
BFA
68
Beacon Financial Advisory
Ohio
$271K +$271K +5,187 New
MAM
69
McLean Asset Management
Virginia
$260K +$260K +4,992 New
PI
70
PFG Investments
New York
$214K -$261K -5,002 -55%
BEI
71
Benjamin Edwards Inc
Missouri
$202K -$197K -3,778 -49%
NA
72
NewEdge Advisors
Louisiana
$151K +$40.2K +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 +$87.8K +1,682 +257%
AAP
75
Arax Advisory Partners
Colorado
$110K +$74.1K +1,418 +203%