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JPMorgan Limited Duration Bond ETF

143 hedge funds and large institutions have $3.18B invested in JPMorgan Limited Duration Bond ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$328K
MIM
102
Martin Investment Management
Florida
$318K
PWM
103
Perigon Wealth Management
California
$278K
PI
104
PFG Investments
New York
$277K
HI
105
Harbour Investments
Wisconsin
$271K
BFA
106
Beacon Financial Advisory
Ohio
$257K
Fidelity Investments
107
Fidelity Investments
Massachusetts
$245K
Citadel Advisors
108
Citadel Advisors
Florida
$228K
PD
109
Planning Directions
Pennsylvania
$216K
GS
110
GWN Securities
Florida
$212K
KPWS
111
Kestra Private Wealth Services
Texas
$209K
BL
112
BFSG LLC
California
$197K
WWM
113
Western Wealth Management
Colorado
$153K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$110K
AIC
115
Archer Investment Corporation
Indiana
$106K
GWM
116
Geneos Wealth Management
Colorado
$83.2K
PRAG
117
Portfolio Resources Advisor Group
Florida
$80.3K
AF
118
Alerus Financial
North Dakota
$79.8K
SIS
119
Sound Income Strategies
Florida
$74.1K
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$69.8K
GK
121
Graney & King
New York
$57.4K
BWL
122
Bogart Wealth LLC
Virginia
$52.2K
CMA
123
Cedar Mountain Advisors
Oregon
$49.6K
CFD
124
Creative Financial Designs
Indiana
$47.6K
Wells Fargo
125
Wells Fargo
California
$45K