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JPMorgan Limited Duration Bond ETF

145 hedge funds and large institutions have $3.18B invested in JPMorgan Limited Duration Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

168% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 25

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

23% more capital invested

Capital invested by funds: $2.58B → $3.18B (+$599M)

17% more funds holding

Funds holding: 124145 (+21)

0.75% less ownership

Funds ownership: 85.19%84.44% (-0.75%)

Holders
145
Holders Change
+21
Holders Change %
+16.94%
% of All Funds
1.78%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
38
Increased
67
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
WJ Wealth Management
Arizona
$901K -$24.4K -466 -3%
Truist Financial
77
Truist Financial
North Carolina
$898K -$3.3K -63 -0.4%
HF
78
HRT Financial
New York
$896K +$901K +17,187 New
VF
79
Vawter Financial
Ohio
$673K +$79.3K +1,512 +13%
PTC
80
Private Trust Company
Ohio
$654K +$160K +3,047 +32%
RFA
81
Rollins Financial Advisors
New York
$647K +$650K +12,404 New
KW
82
KWB Wealth
California
$636K -$419 -8 -0.1%
OMC
83
Old Mission Capital
Illinois
$628K +$631K +12,026 New
BWP
84
BlueStem Wealth Partners
Minnesota
$616K +$94.2K +1,796 +18%
CCM
85
Cloud Capital Management
Washington
$546K +$5.14K +98 +0.9%
JIP
86
Jaffetilchin Investment Partners
Florida
$544K +$106K +2,021 +24%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$527K -$2.22M -42,393 -81%
Cerity Partners
88
Cerity Partners
New York
$510K +$10.2K +194 +2%
Creative Planning
89
Creative Planning
Kansas
$483K +$53.1K +1,012 +12%
AIP
90
Ameritas Investment Partners
Nebraska
$481K +$483K +9,218 New
PA
91
PFG Advisors
Arizona
$476K
Bank of New York Mellon
92
Bank of New York Mellon
New York
$467K -$14.4K -274 -3%
OC
93
Oppenheimer & Co
New York
$456K +$458K +8,730 New
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$430K +$35K +668 +9%
CIBC World Market
95
CIBC World Market
Ontario, Canada
$429K +$209K +3,989 +94%
CAG
96
Centerpoint Advisory Group
Kansas
$417K -$36.9K -703 -8%
FOR
97
Family Office Research
Maryland
$404K
MWM
98
Maridea Wealth Management
New York
$384K +$34.9K +665 +10%
SWP
99
Stratos Wealth Partners
Ohio
$381K +$383K +7,298 New
DE
100
Diversified Enterprises
Delaware
$354K +$7.03K +134 +2%

JPLD Hedge Fund Activity: Q1 2026 in Review

145 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q1 2026, worth a combined $3.18B — up 23% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JPLD positions and 11 closed out — a net gain of 27 holders — while 67 added to existing stakes and 25 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $409M. The largest seller was M&T Bank, cutting an estimated $20.2M.

  • 145 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q1 2026, up from 124 in Q4 2025.
  • Funds reported $3.18B of JPMorgan Limited Duration Bond ETF stock for Q1 2026, up 23% quarter-over-quarter.
  • 38 funds opened new JPMorgan Limited Duration Bond ETF positions in Q1 2026 and 11 closed out, a net change of +27 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $409M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q1 2026 was M&T Bank, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2026.