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JPMorgan Limited Duration Bond ETF

98 hedge funds and large institutions have $2.54B invested in JPMorgan Limited Duration Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 17

78% more capital invested

Capital invested by funds: $1.43B → $2.54B (+$1.11B)

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

7.08% more ownership

Funds ownership: 80.74%87.82% (+7.1%)

4% more funds holding

Funds holding: 9498 (+4)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.29%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
16
Increased
56
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
51
Capital Group Private Client Services
California
$873K +$573K +10,959 +193%
FCFC
52
First Commonwealth Financial Corp
Pennsylvania
$853K +$849K +16,260 New
MML Investors Services
53
MML Investors Services
Massachusetts
$823K -$391K -7,493 -32%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$820K +$448K +8,578 +122%
WWA
55
WCG Wealth Advisors
Nevada
$713K +$86.5K +1,656 +14%
WWM
56
WJ Wealth Management
Arizona
$651K +$648K +12,400 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$599K +$84.1K +1,610 +16%
DPI
58
Diversified Portfolios Inc
Michigan
$597K +$156K +2,988 +36%
JIP
59
Jaffetilchin Investment Partners
Florida
$529K -$75.9K -1,452 -13%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$528K +$525K +10,055 New
Cerity Partners
61
Cerity Partners
New York
$510K +$73K +1,398 +17%
CAG
62
Centerpoint Advisory Group
Kansas
$502K -$4.81K -92 -1%
PA
63
PFG Advisors
Arizona
$478K
XPN
64
XY Planning Network
Montana
$437K
Creative Planning
65
Creative Planning
Kansas
$421K +$104K +2,000 +33%
PTC
66
Private Trust Company
Ohio
$417K +$81.2K +1,554 +24%
BFA
67
Beacon Financial Advisory
Ohio
$361K +$88.1K +1,686 +33%
KW
68
KWB Wealth
California
$330K +$40.3K +772 +14%
JWCA
69
J.W. Cole Advisors
Florida
$315K -$12.4K -237 -4%
BWP
70
BlueStem Wealth Partners
Minnesota
$290K -$19.2K -367 -6%
PI
71
PFG Investments
New York
$278K +$62.8K +1,202 +29%
DE
72
Diversified Enterprises
Delaware
$272K +$271K +5,187 New
MIM
73
Martin Investment Management
Florida
$254K +$253K +4,838 New
VF
74
Vawter Financial
Ohio
$251K +$250K +4,789 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$227K +$119K +2,269 +110%

JPLD Hedge Fund Activity: Q3 2025 in Review

98 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q3 2025, worth a combined $2.54B — up 78% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPLD positions and 10 closed out — a net gain of 6 holders — while 56 added to existing stakes and 17 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1B. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.18M sold.

  • 98 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q3 2025, up from 94 in Q2 2025.
  • Funds reported $2.54B of JPMorgan Limited Duration Bond ETF stock for Q3 2025, up 78% quarter-over-quarter.
  • 16 funds opened new JPMorgan Limited Duration Bond ETF positions in Q3 2025 and 10 closed out, a net change of +6 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $1B added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q3 2025 was Old Mission Capital, an estimated $3.18M sold.

Based on aggregated 13F filings for Q3 2025.