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JPMorgan Limited Duration Bond ETF

123 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 32 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$49.1M
2 -$6.29M
3 -$4.84M
4
Wells Fargo
Wells Fargo
California
-$4.74M
5
Goldman Sachs
Goldman Sachs
New York
-$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
76
PrairieView Wealth Partners
Illinois
$445K
JIP
77
Jaffetilchin Investment Partners
Florida
$439K
Creative Planning
78
Creative Planning
Kansas
$431K
FOR
79
Family Office Research
Maryland
$406K
BFA
80
Beacon Financial Advisory
Ohio
$399K
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$396K
HBW
82
Hazlett, Burt & Watson
West Virginia
$353K
MWM
83
Maridea Wealth Management
New York
$350K
DE
84
Diversified Enterprises
Delaware
$348K
PI
85
PFG Investments
New York
$278K
MIM
86
Martin Investment Management
Florida
$253K
CIBC World Market
87
CIBC World Market
Ontario, Canada
$222K
PD
88
Planning Directions
Pennsylvania
$215K
GS
89
GWN Securities
Florida
$214K
HI
90
Harbour Investments
Wisconsin
$194K
AAP
91
Arax Advisory Partners
Colorado
$191K
Wells Fargo
92
Wells Fargo
California
$187K
SPIA
93
Steward Partners Investment Advisory
New York
$162K
KAS
94
Kestra Advisory Services
Texas
$134K
GSWM
95
Golden State Wealth Management
California
$132K
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$109K
FWA
97
Flagship Wealth Advisors
Massachusetts
$84.4K
GWM
98
Geneos Wealth Management
Colorado
$83.4K
PRAG
99
Portfolio Resources Advisor Group
Florida
$80.8K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$54.1K