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JPMorgan Limited Duration Bond ETF

124 hedge funds and large institutions have $2.58B invested in JPMorgan Limited Duration Bond ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

27% more funds holding

Funds holding: 98124 (+26)

2% more capital invested

Capital invested by funds: $2.54B → $2.58B (+$42.7M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.63% less ownership

Funds ownership: 87.82%85.19% (-2.6%)

Holders
124
Holders Change
+26
Holders Change %
+26.53%
% of All Funds
1.51%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
57
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
51
Bay Colony Advisors
Massachusetts
$1.61M -$1.64M -31,359 -51%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.57M -$132K -2,510 -8%
CGPCS
53
Capital Group Private Client Services
California
$1.39M +$522K +9,961 +60%
AG
54
Ascent Group
Virginia
$1.36M
SC
55
Saiph Capital
New Jersey
$1.29M -$4.09K -78 -0.3%
VA
56
Valor Advisors
Florida
$1.2M +$1.2M +22,848 New
MML Investors Services
57
MML Investors Services
Massachusetts
$1.19M +$367K +7,003 +45%
DPI
58
Diversified Portfolios Inc
Michigan
$1.07M +$471K +8,977 +79%
PPL
59
Planning Project LLC
Texas
$1.05M +$1.06M +20,135 New
Comerica Bank
60
Comerica Bank
Texas
$934K -$54.5K -1,039 -6%
WWM
61
WJ Wealth Management
Arizona
$928K +$280K +5,337 +43%
Stifel Financial
62
Stifel Financial
Missouri
$908K +$910K +17,354 New
Truist Financial
63
Truist Financial
North Carolina
$903K -$37K -706 -4%
WWA
64
WCG Wealth Advisors
Nevada
$790K +$79.4K +1,515 +11%
FCFC
65
First Commonwealth Financial Corp
Pennsylvania
$758K -$93.5K -1,784 -11%
KW
66
KWB Wealth
California
$636K +$306K +5,835 +92%
VF
67
Vawter Financial
Ohio
$596K +$346K +6,596 +138%
CCM
68
Cloud Capital Management
Washington
$545K +$473K +9,021 +666%
BWP
69
BlueStem Wealth Partners
Minnesota
$524K +$235K +4,478 +81%
Cerity Partners
70
Cerity Partners
New York
$502K -$7.08K -135 -1%
PTC
71
Private Trust Company
Ohio
$496K +$79.9K +1,524 +19%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$483K -$43.4K -827 -8%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$481K +$482K +9,195 New
JWCA
74
J.W. Cole Advisors
Florida
$480K +$166K +3,169 +53%
PA
75
PFG Advisors
Arizona
$477K