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JPMorgan Limited Duration Bond ETF

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.

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.53%
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
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$417M 8,248,458 -242,345 -3%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$24.9M 491,297 +491,297 New
Morgan Stanley
3
Morgan Stanley
New York
$12.2M 241,932 +28,488 +13%
Bank of America
4
Bank of America
North Carolina
$8.06M 159,326 -168,365 -51%
LPL Financial
5
LPL Financial
California
$7.63M 150,694 -9,553 -6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.86M 135,645 -17,181 -11%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$6.71M 132,520 +76,495 +137%
Wells Fargo
8
Wells Fargo
California
$6.36M 125,603 -48,597 -28%
MA
9
MONECO Advisors
Connecticut
$5.38M 106,246 -5,294 -5%
WAOTB
10
Wealth Advisors of Tampa Bay
Florida
$4.99M 98,628 -100,934 -51%
CAN
11
Cetera Advisor Networks
California
$2.95M 58,221 -22,557 -28%
SFC
12
Swisher Financial Concepts
Ohio
$2.45M 48,360 +48,360 New
EIP
13
Epoch Investment Partners
New York
$2.37M 46,889
SC
14
Saiph Capital
New Jersey
$1.94M 38,254 -2,564 -6%
DADC
15
D.A. Davidson & Co
Montana
$1.59M 31,362 +14,968 +91%
PA
16
Prism Advisors
California
$1.37M 27,122 +27,122 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.16M 22,851 -550 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$830K 16,408 -5,027 -23%
Jane Street
19
Jane Street
New York
$694K 13,722 -107,908 -89%
FTUS
20
Flow Traders U.S.
New York
$621K 12,268 +12,268 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$482K 9,519 -2,827 -23%
PTC
22
Private Trust Company
Ohio
$438K 8,664 -1,356 -14%
UBS Group
23
UBS Group
Switzerland
$437K 8,634 -1,262 -13%
Creative Planning
24
Creative Planning
Kansas
$304K 6,016
CL
25
Choreo LLC
Illinois
$304K 5,990 -393 -6%