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JPMorgan Limited Duration Bond ETF

47 hedge funds and large institutions have $530M invested in JPMorgan Limited Duration Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

31% more funds holding

Funds holding: 3647 (+11)

3.32% more ownership

Funds ownership: 69.99%73.31% (+3.3%)

2% more capital invested

Capital invested by funds: $520M → $530M (+$10.4M)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
+11
Holders Change %
+30.56%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
8
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$420M
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$32.1M +$7.04M +138,750 +28%
RJA
3
Raymond James & Associates
Florida
$9.1M +$9.06M +178,587 New
LPL Financial
4
LPL Financial
California
$7.66M -$12.5K -247 -0.2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$7.28M +$527K +10,384 +8%
Bank of America
6
Bank of America
North Carolina
$7M -$1.11M -21,911 -14%
Wells Fargo
7
Wells Fargo
California
$6.39M -$3.91K -77 -0.1%
Morgan Stanley
8
Morgan Stanley
New York
$6.27M -$6.04M -118,928 -49%
MA
9
MONECO Advisors
Connecticut
$5.11M -$298K -5,881 -6%
Jane Street
10
Jane Street
New York
$4.59M +$3.88M +76,400 +557%
WAOTB
11
Wealth Advisors of Tampa Bay
Florida
$4.21M -$813K -16,029 -16%
SFC
12
Swisher Financial Concepts
Ohio
$2.38M -$65.2K -1,285 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.22M -$4.67M -92,072 -68%
EIP
14
Epoch Investment Partners
New York
$2.21M -$175K -3,450 -7%
DADC
15
D.A. Davidson & Co
Montana
$1.58M -$12.9K -254 -0.8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.57M +$1.56M +30,726 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.41M +$1.4M +27,603 New
SC
18
Saiph Capital
New Jersey
$1.36M -$587K -11,567 -30%
CAN
19
Cetera Advisor Networks
California
$1.18M -$1.78M -35,101 -60%
Citadel Advisors
20
Citadel Advisors
Florida
$902K +$66.3K +1,306 +8%
Osaic Holdings
21
Osaic Holdings
Arizona
$726K -$437K -8,604 -38%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$529K +$43.7K +861 +9%
MFG
23
MidWestOne Financial Group
Iowa
$522K +$520K +10,247 New
PA
24
PFG Advisors
Arizona
$464K +$463K +9,118 New
UBS Group
25
UBS Group
Switzerland
$386K -$54.1K -1,066 -12%

JPLD Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q1 2024, worth a combined $530M — up 2% from $520M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JPLD positions and 3 closed out — a net gain of 11 holders — while 8 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $9.06M. The largest seller was Morgan Stanley, cutting an estimated $6.04M.

  • 47 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q1 2024, up from 36 in Q4 2023.
  • Funds reported $530M of JPMorgan Limited Duration Bond ETF stock for Q1 2024, up 2% quarter-over-quarter.
  • 14 funds opened new JPMorgan Limited Duration Bond ETF positions in Q1 2024 and 3 closed out, a net change of +11 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q1 2024 was Raymond James & Associates, an estimated $9.06M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.04M sold.

Based on aggregated 13F filings for Q1 2024.