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JPMorgan Limited Duration Bond ETF
JPLD

36 hedge funds and large institutions have $520M invested in JPMorgan Limited Duration Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.13% more ownership

Funds ownership: 65.86% → 69.99% (+4.1%)

0% more capital invested

Capital invested by funds: $517M → $520M (+$2.57M)

0% more funds holding

Funds holding: 36 → 36 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

78% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 18

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
4
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$24.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.83M
3
Morgan Stanley
Morgan Stanley
New York
+$1.43M
4
PA
Prism Advisors
California
+$1.36M
5
DADC
D.A. Davidson & Co
Montana
+$749K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$12.1M
2
Bank of America
Bank of America
North Carolina
-$8.42M
3
Jane Street
Jane Street
New York
-$5.4M
4
WAOTB
Wealth Advisors of Tampa Bay
Florida
-$5.05M
5
Wells Fargo
Wells Fargo
California
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$417M -$12.1M -242,345 -3%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$24.9M +$24.6M +491,297 New
Morgan Stanley
3
Morgan Stanley
New York
$12.2M +$1.43M +28,488 +13%
Bank of America
4
Bank of America
North Carolina
$8.06M -$8.42M -168,365 -51%
LPL Financial
5
LPL Financial
California
$7.63M -$478K -9,553 -6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.86M -$860K -17,181 -11%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$6.71M +$3.83M +76,495 +137%
Wells Fargo
8
Wells Fargo
California
$6.36M -$2.43M -48,597 -28%
MA
9
MONECO Advisors
Connecticut
$5.38M -$265K -5,294 -5%
WAOTB
10
Wealth Advisors of Tampa Bay
Florida
$4.99M -$5.05M -100,934 -51%
CAN
11
Cetera Advisor Networks
California
$2.95M -$1.13M -22,557 -28%
SFC
12
Swisher Financial Concepts
Ohio
$2.45M +$2.42M +48,360 New
EIP
13
Epoch Investment Partners
New York
$2.37M – – –
SC
14
Saiph Capital
New Jersey
$1.94M -$128K -2,564 -6%
DADC
15
D.A. Davidson & Co
Montana
$1.59M +$749K +14,968 +91%
PA
16
Prism Advisors
California
$1.37M +$1.36M +27,122 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.16M -$27.5K -550 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$830K -$252K -5,027 -23%
Jane Street
19
Jane Street
New York
$694K -$5.4M -107,908 -89%
FTUS
20
Flow Traders U.S.
New York
$621K +$614K +12,268 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$482K -$141K -2,827 -23%
PTC
22
Private Trust Company
Ohio
$438K -$67.8K -1,356 -14%
UBS Group
23
UBS Group
Switzerland
$437K -$63.1K -1,262 -13%
Creative Planning
24
Creative Planning
Kansas
$304K – – –
CL
25
Choreo LLC
Illinois
$304K -$19.7K -393 -6%
1
2

JPLD Hedge Fund Activity: Q4 2023 in Review

36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q4 2023, worth a combined $520M — up 0.5% from $517M a quarter earlier.

Fund positioning in JPLD was balanced in Q4 2023: 7 funds opened new positions, 7 closed out, 4 added to existing stakes and 18 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $24.6M. The largest seller was JP Morgan Chase, cutting an estimated $12.1M.

  • 36 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $520M of JPMorgan Limited Duration Bond ETF stock for Q4 2023, up 0.5% quarter-over-quarter.
  • 7 funds opened new JPMorgan Limited Duration Bond ETF positions in Q4 2023 and 7 closed out, a net change of 0 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q4 2023 was CAPTRUST Financial Advisors, an estimated $24.6M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2023.