JPMorgan Limited Duration Bond ETF
JPLD
75 hedge funds and large institutions have $712M invested in JPMorgan Limited Duration Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
23% more funds holding
Funds holding: 61 → 75 (+14)
22% more capital invested
Capital invested by funds: $584M → $712M (+$128M)
7.43% more ownership
Funds ownership: 67.47% → 74.89% (+7.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$44.4M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$44.2M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$6.77M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.55M |
| 5 |
TCM
TD Capital Management
Memphis,
Tennessee
|
+$3.32M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCIA
76
Mountain Capital Investment Advisors
Westminster,
Colorado
| – | -$1.9M | -36,974 | Closed |
|
77
Citadel Advisors
Miami,
Florida
| – | -$903K | -17,307 | Closed |
|
|
TWC
78
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$363K | -6,991 | Closed |
|
|
OMC
79
Old Mission Capital
Chicago,
Illinois
| – | -$214K | -4,096 | Closed |
|
|
MOS
80
MGO One Seven
Beachwood,
Ohio
| – | -$203K | -3,900 | Closed |
|
JPLD Hedge Fund Activity: Q4 2024 in Review
75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q4 2024, worth a combined $712M — up 22% from $584M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new JPLD positions and 5 closed out — a net gain of 17 holders — while 26 added to existing stakes and 18 trimmed.
The largest buyer was Essential Planning, adding an estimated $44.4M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $1.9M sold.
- 75 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q4 2024, up from 61 in Q3 2024.
- Funds reported $712M of JPMorgan Limited Duration Bond ETF stock for Q4 2024, up 22% quarter-over-quarter.
- 22 funds opened new JPMorgan Limited Duration Bond ETF positions in Q4 2024 and 5 closed out, a net change of +17 holders.
- The largest JPMorgan Limited Duration Bond ETF buyer in Q4 2024 was Essential Planning, an estimated $44.4M added.
- The largest JPMorgan Limited Duration Bond ETF seller in Q4 2024 was Mountain Capital Investment Advisors, an estimated $1.9M sold.
Based on aggregated 13F filings for Q4 2024.