We are live on ! Find out more
JPLD icon

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
Fidelity Investments
101
Fidelity Investments
Massachusetts
$54.1K +$54.2K +1,034 New
SAG
102
SageView Advisory Group
California
$52.3K +$52.4K +1,000 New
RF
103
Rossby Financial
Florida
$50.7K
CMA
104
Cedar Mountain Advisors
Oregon
$49.8K +$49.9K +951 New
CFD
105
Creative Financial Designs
Indiana
$41.8K -$3.25K -62 -7%
AF
106
Allworth Financial
California
$37.8K
GA
107
GoalVest Advisory
New York
$30.8K +$315 +6 +1%
NA
108
NewEdge Advisors
Louisiana
$28.8K -$26.2K -500 -48%
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$21.1K +$21.1K +403 New
FHA
110
Flagship Harbor Advisors
Massachusetts
$15.9K +$15.9K +303 New
GRP
111
Global Retirement Partners
California
$15.9K +$105 +2 +0.7%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$14K +$14K +267 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$13K
NFSG
114
Newbridge Financial Services Group
Florida
$12K +$12.1K +230 New
TCM
115
Triumph Capital Management
Colorado
$10.5K +$10.5K +200 New
AssetMark Inc
116
AssetMark Inc
California
$9.53K +$9.54K +182 New
BFPW
117
BOK Financial Private Wealth
Colorado
$5.04K +$5.03K +96 New
TFGT
118
TS Financial Group (TSFG)
Illinois
$5K +$52 +1 +1%
OC
119
Oakworth Capital
Alabama
$4.45K
ECA
120
Elevated Capital Advisors
Utah
$3.25K +$3.25K +62 New
CIA
121
Cape Investment Advisory
Georgia
$2.67K
CWA
122
Carolina Wealth Advisors
South Carolina
$1.73K +$1.73K +33 New
NL
123
Navalign LLC
California
$1.31K +$1.31K +25 New
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$1.2K
Goldman Sachs
125
Goldman Sachs
New York
-$3.42M -65,130 Closed