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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
CAG
76
Centerpoint Advisory Group
Kansas
$455K -$45.6K -870 -9%
PWP
77
PrairieView Wealth Partners
Illinois
$445K +$446K +8,508 New
JIP
78
Jaffetilchin Investment Partners
Florida
$439K -$88.1K -1,680 -17%
Creative Planning
79
Creative Planning
Kansas
$431K +$11.6K +221 +3%
FOR
80
Family Office Research
Maryland
$406K +$406K +7,736 New
BFA
81
Beacon Financial Advisory
Ohio
$399K +$39.6K +756 +11%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$396K +$276K +5,272 +230%
HBW
83
Hazlett, Burt & Watson
West Virginia
$353K +$224K +4,267 +169%
MWM
84
Maridea Wealth Management
New York
$350K +$351K +6,689 New
DE
85
Diversified Enterprises
Delaware
$348K +$77K +1,468 +28%
PI
86
PFG Investments
New York
$278K
MIM
87
Martin Investment Management
Florida
$253K
CIBC World Market
88
CIBC World Market
Ontario, Canada
$222K +$222K +4,234 New
PD
89
Planning Directions
Pennsylvania
$215K +$215K +4,103 New
GS
90
GWN Securities
Florida
$214K +$215K +4,094 New
HI
91
Harbour Investments
Wisconsin
$194K +$34K +649 +21%
AAP
92
Arax Advisory Partners
Colorado
$191K +$191K +3,645 New
Wells Fargo
93
Wells Fargo
California
$187K -$4.74M -90,358 -96%
SPIA
94
Steward Partners Investment Advisory
New York
$162K +$52 +1 +0%
KAS
95
Kestra Advisory Services
Texas
$134K +$135K +2,566 New
GSWM
96
Golden State Wealth Management
California
$132K +$133K +2,530 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$109K -$117K -2,233 -52%
FWA
98
Flagship Wealth Advisors
Massachusetts
$84.4K -$5.98K -114 -7%
GWM
99
Geneos Wealth Management
Colorado
$83.4K
PRAG
100
Portfolio Resources Advisor Group
Florida
$80.8K +$80.6K +1,538 New