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JPMorgan Limited Duration Bond ETF
JPLD

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: 4 → 7 (+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: 94 → 98 (+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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1B
2
Morgan Stanley
Morgan Stanley
New York
+$31.1M
3
LPL Financial
LPL Financial
California
+$16M
4
DWM
Drive Wealth Management
Utah
+$5.93M
5
Bank of America
Bank of America
North Carolina
+$3.95M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$3.18M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.15M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.02M
4
MWM
MBE Wealth Management
Wisconsin
-$452K
5
MML Investors Services
MML Investors Services
Massachusetts
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$163K +$19.9K +381 +14%
HI
77
Harbour Investments
Wisconsin
$161K +$54.2K +1,037 +51%
AWM
78
AE Wealth Management
Kansas
$142K +$122K +2,344 +649%
HBW
79
Hazlett, Burt & Watson
West Virginia
$131K +$111K +2,134 +556%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$120K -$2.3K -44 -2%
FWA
81
Flagship Wealth Advisors
Massachusetts
$90.6K – – –
GWM
82
Geneos Wealth Management
Colorado
$83.7K -$8.52K -163 -9%
CCM
83
Cloud Capital Management
Washington
$71K +$70.8K +1,355 New
NA
84
NewEdge Advisors
Louisiana
$55.1K -$96.4K -1,846 -64%
RF
85
Rossby Financial
Florida
$50.7K – – –
CFD
86
Creative Financial Designs
Indiana
$45.1K +$470 +9 +1%
AF
87
Allworth Financial
California
$37.9K – – –
GA
88
GoalVest Advisory
New York
$30.6K +$313 +6 +1%
GRP
89
Global Retirement Partners
California
$15.8K -$16.9K -323 -52%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$13K +$6.17K +118 +94%
GWSG
91
GPS Wealth Strategies Group
Colorado
$5.46K +$52 +1 +1%
TFGT
92
TS Financial Group (TSFG)
Illinois
$5K +$5.22K +100 New
CFB
93
Cullen/Frost Bankers
Texas
$4.83K +$4.81K +92 New
OC
94
Oakworth Capital
Alabama
$4.46K +$4.44K +85 New
CIA
95
Cape Investment Advisory
Georgia
$2.68K – – –
PS
96
Principal Securities
Iowa
$2.2K – – –
IA
97
IFP Advisors
Florida
$2.15K – – –
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$1.21K – – –
OMC
99
Old Mission Capital
Illinois
– -$3.18M -60,965 Closed
Citadel Advisors
100
Citadel Advisors
Florida
– -$2.15M -41,108 Closed
1 2 3
4
5

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.