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