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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
Wells Fargo
126
Wells Fargo
California
$45K -$142K -2,706 -76%
WWMSC
127
Wagner Wealth Management (South Carolina)
South Carolina
$45K +$45.2K +862 New
AF
128
Allworth Financial
California
$37.7K
US Bancorp
129
US Bancorp
Minnesota
$34.4K +$34.6K +659 New
NA
130
NewEdge Advisors
Louisiana
$33.8K +$5.14K +98 +18%
GA
131
GoalVest Advisory
New York
$31.1K +$315 +6 +1%
MA
132
MCF Advisors
Kentucky
$29.7K +$29.8K +568 New
NRG
133
Nemes Rush Group
Michigan
$20K +$20.1K +384 New
BA
134
Bard Associates
Illinois
$13.6K +$13.7K +261 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$12.7K
NFSG
136
Newbridge Financial Services Group
Florida
$12K
ASN
137
Advisory Services Network
Georgia
$11.5K +$11.6K +221 New
SAM
138
Smartleaf Asset Management
Massachusetts
$11.4K +$11.4K +218 New
TCM
139
Triumph Capital Management
Colorado
$10.4K
AssetMark Inc
140
AssetMark Inc
California
$9.5K
GSEP
141
Golden State Equity Partners
California
$6.94K +$6.97K +133 New
BFPW
142
BOK Financial Private Wealth
Colorado
$5.01K
OC
143
Oakworth Capital
Alabama
$4.44K
ECA
144
Elevated Capital Advisors
Utah
$3.24K
WA
145
Waverly Advisors
Alabama
$1.51K +$1.52K +29 New
FFA
146
Farther Finance Advisors
California
-$5.47M -104,553 Closed
BCA
147
Bay Colony Advisors
Massachusetts
-$1.61M -30,730 Closed
JWCA
148
J.W. Cole Advisors
Florida
-$480K -9,164 Closed
KAS
149
Kestra Advisory Services
Texas
-$134K -2,566 Closed
GSWM
150
Golden State Wealth Management
California
-$132K -2,530 Closed