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JPMorgan Limited Duration Bond ETF
JPLD

36 hedge funds and large institutions have $517M invested in JPMorgan Limited Duration Bond ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

65.86% more ownership

Funds ownership: 0% → 65.86% (+66%)

Holders
36
Holders Change
+36
Holders Change %
–
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$424M
2
Bank of America
Bank of America
North Carolina
+$16.4M
3
Morgan Stanley
Morgan Stanley
New York
+$10.7M
4
WAOTB
Wealth Advisors of Tampa Bay
Florida
+$9.97M
5
Wells Fargo
Wells Fargo
California
+$8.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$424M +$424M +8,490,803 New
Bank of America
2
Bank of America
North Carolina
$16.4M +$16.4M +327,691 New
Morgan Stanley
3
Morgan Stanley
New York
$10.7M +$10.7M +213,444 New
WAOTB
4
Wealth Advisors of Tampa Bay
Florida
$9.96M +$9.97M +199,562 New
Wells Fargo
5
Wells Fargo
California
$8.69M +$8.7M +174,200 New
LPL Financial
6
LPL Financial
California
$8M +$8M +160,247 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.63M +$7.63M +152,826 New
Jane Street
8
Jane Street
New York
$6.07M +$6.07M +121,630 New
MA
9
MONECO Advisors
Connecticut
$5.57M +$5.57M +111,540 New
CAN
10
Cetera Advisor Networks
California
$4.03M +$4.03M +80,778 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.8M +$2.8M +56,025 New
EIP
12
Epoch Investment Partners
New York
$2.34M +$2.34M +46,889 New
SC
13
Saiph Capital
New Jersey
$2.04M +$2.04M +40,818 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.17M +$1.17M +23,401 New
Citadel Advisors
15
Citadel Advisors
Florida
$1.07M +$1.07M +21,435 New
LWM
16
Lionsbridge Wealth Management
Florida
$1.04M +$1.04M +20,815 New
DADC
17
D.A. Davidson & Co
Montana
$818K +$819K +16,394 New
Mariner
18
Mariner
Kansas
$814K +$815K +16,312 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$616K +$617K +12,346 New
MAM
20
Meeder Asset Management
Ohio
$534K +$534K +10,697 New
PTC
21
Private Trust Company
Ohio
$500K +$500K +10,020 New
UBS Group
22
UBS Group
Switzerland
$494K +$494K +9,896 New
CAG
23
Csenge Advisory Group
Florida
$442K +$443K +8,863 New
CL
24
Choreo LLC
Illinois
$319K +$319K +6,383 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$310K +$310K +6,213 New
1
2

JPLD Hedge Fund Activity: Q3 2023 in Review

36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q3 2023, worth a combined $517M.

Buyers outnumbered sellers: 36 funds opened new JPLD positions and 0 closed out — a net gain of 36 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $424M.

  • 36 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $517M of JPMorgan Limited Duration Bond ETF stock for Q3 2023.
  • 36 funds opened new JPMorgan Limited Duration Bond ETF positions in Q3 2023 and 0 closed out, a net change of +36 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $424M added.

Based on aggregated 13F filings for Q3 2023.