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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1B |
| 2 |
Morgan Stanley
New York
|
+$31.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$16M |
| 4 |
DWM
Drive Wealth Management
Lehi,
Utah
|
+$5.93M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.18M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.02M |
| 4 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
-$452K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$391K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.02M | -38,731 | Closed |
|
|
MWM
102
MBE Wealth Management
Tomah,
Wisconsin
| – | -$452K | -8,653 | Closed |
|
|
SFC
103
Swisher Financial Concepts
Westerville,
Ohio
| – | -$292K | -5,592 | Closed |
|
|
MAM
104
McLean Asset Management
Tysons,
Virginia
| – | -$260K | -4,992 | Closed |
|
|
BEI
105
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$202K | -3,875 | Closed |
|
|
AAP
106
Arax Advisory Partners
Denver,
Colorado
| – | -$110K | -2,115 | Closed |
|
|
TSMHT
107
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$14.7K | -281 | Closed |
|
|
AAS
108
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$13K | -249 | Closed |
|
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.