JPMorgan Limited Duration Bond ETF
JPLD
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, 9 increasing their positions, 15 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
31% more funds holding
Funds holding: 36 → 47 (+11)
4.15% more ownership
Funds ownership: 69.17% → 73.31% (+4.1%)
3% more capital invested
Capital invested by funds: $513M → $530M (+$16.5M)
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.06M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$7.04M |
| 3 |
Jane Street
New York
|
+$3.88M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.56M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.67M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.78M |
| 3 |
PA
Prism Advisors
Studio City,
California
|
-$1.37M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.11M |
| 5 |
WAOTB
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
-$813K |
JPLD Hedge Fund Activity: Q1 2024 in Review
47 of the 6,958 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 3.2% from $513M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JPLD positions and 3 closed out — a net gain of 11 holders — while 9 added to existing stakes and 15 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $9.06M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.67M.
- 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 3.2% 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 Commonwealth Equity Services, an estimated $4.67M sold.
Based on aggregated 13F filings for Q1 2024.