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JPMorgan Limited Duration Bond ETF

144 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, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
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
Wells Fargo
126
Wells Fargo
California
$45K
WWMSC
127
Wagner Wealth Management (South Carolina)
South Carolina
$45K
AF
128
Allworth Financial
California
$37.7K
US Bancorp
129
US Bancorp
Minnesota
$34.4K
GA
130
GoalVest Advisory
New York
$31.1K
MA
131
MCF Advisors
Kentucky
$29.7K
NRG
132
Nemes Rush Group
Michigan
$20K
BA
133
Bard Associates
Illinois
$13.6K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$12.7K
NFSG
135
Newbridge Financial Services Group
Florida
$12K
ASN
136
Advisory Services Network
Georgia
$11.5K
SAM
137
Smartleaf Asset Management
Massachusetts
$11.4K
TCM
138
Triumph Capital Management
Colorado
$10.4K
AssetMark Inc
139
AssetMark Inc
California
$9.5K
GSEP
140
Golden State Equity Partners
California
$6.94K
BFPW
141
BOK Financial Private Wealth
Colorado
$5.01K
OC
142
Oakworth Capital
Alabama
$4.44K
ECA
143
Elevated Capital Advisors
Utah
$3.24K
WA
144
Waverly Advisors
Alabama
$1.51K
FFA
145
Farther Finance Advisors
California
BCA
146
Bay Colony Advisors
Massachusetts
JWCA
147
J.W. Cole Advisors
Florida
KAS
148
Kestra Advisory Services
Texas
GSWM
149
Golden State Wealth Management
California
NA
150
NewEdge Advisors
Louisiana