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JPMorgan Limited Duration Bond ETF

145 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 38 funds opening new positions, 67 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

168% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 25

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

23% more capital invested

Capital invested by funds: $2.58B → $3.18B (+$599M)

17% more funds holding

Funds holding: 124145 (+21)

0.75% less ownership

Funds ownership: 85.19%84.44% (-0.75%)

Holders
145
Holders Change
+21
Holders Change %
+16.94%
% of All Funds
1.79%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
38
Increased
67
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Sandy Cove Advisors
Massachusetts
$335K +$336K +6,411 New
AAP
102
Arax Advisory Partners
Colorado
$328K +$139K +2,646 +73%
MIM
103
Martin Investment Management
Florida
$318K +$65.8K +1,255 +26%
PWM
104
Perigon Wealth Management
California
$278K +$279K +5,317 New
PI
105
PFG Investments
New York
$277K
HI
106
Harbour Investments
Wisconsin
$271K +$78K +1,488 +40%
BFA
107
Beacon Financial Advisory
Ohio
$257K -$142K -2,704 -35%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$245K +$192K +3,657 +354%
Citadel Advisors
109
Citadel Advisors
Florida
$228K -$4.71M -89,732 -95%
PD
110
Planning Directions
Pennsylvania
$216K +$2.2K +42 +1%
GS
111
GWN Securities
Florida
$212K -$2.1K -40 -1%
KPWS
112
Kestra Private Wealth Services
Texas
$209K +$209K +3,995 New
BL
113
BFSG LLC
California
$197K +$198K +3,771 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$110K +$944 +18 +0.9%
AIC
115
Archer Investment Corporation
Indiana
$106K +$107K +2,040 New
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 +$80.2K +1,529 New
SIS
119
Sound Income Strategies
Florida
$74.1K +$74.7K +1,424 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$69.8K +$70.2K +1,338 New
FWA
121
Flagship Wealth Advisors
Massachusetts
$69.4K -$14.9K -284 -18%
GK
122
Graney & King
New York
$57.4K +$57.6K +1,099 New
BWL
123
Bogart Wealth LLC
Virginia
$52.2K +$52.4K +1,000 New
CMA
124
Cedar Mountain Advisors
Oregon
$49.6K
CFD
125
Creative Financial Designs
Indiana
$47.6K +$5.98K +114 +14%