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JPMorgan Limited Duration Bond ETF

45 hedge funds and large institutions have $513M invested in JPMorgan Limited Duration Bond ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 73.31%72.62% (-0.69%)

3% less capital invested

Capital invested by funds: $530M → $513M (-$17.2M)

4% less funds holding

Funds holding: 4745 (-2)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
17
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
$431M +$9.06M +178,042 +2%
RJA
2
Raymond James & Associates
Florida
$9.67M +$523K +10,288 +6%
LPL Financial
3
LPL Financial
California
$8.96M +$1.25M +24,492 +16%
Morgan Stanley
4
Morgan Stanley
New York
$8.02M +$1.71M +33,568 +27%
Wells Fargo
5
Wells Fargo
California
$6.32M -$111K -2,185 -2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$6.28M -$1.03M -20,220 -14%
Bank of America
7
Bank of America
North Carolina
$5.9M -$1.13M -22,167 -16%
MA
8
MONECO Advisors
Connecticut
$4.9M -$234K -4,598 -5%
WAOTB
9
Wealth Advisors of Tampa Bay
Florida
$4.19M -$36.2K -712 -0.9%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$3.44M -$28.6M -562,813 -89%
FCG
11
Financial Connections Group
California
$2.9M +$2.89M +56,726 +5,672,600%
SFC
12
Swisher Financial Concepts
Ohio
$2.43M +$33.3K +654 +1%
EIP
13
Epoch Investment Partners
New York
$2.22M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.91M -$315K -6,198 -14%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.63M +$51.8K +1,019 +3%
DADC
16
D.A. Davidson & Co
Montana
$1.59M -$4.27K -84 -0.3%
SC
17
Saiph Capital
New Jersey
$1.35M -$11.3K -223 -0.8%
MFG
18
MidWestOne Financial Group
Iowa
$1.24M +$713K +14,026 +137%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.11M +$381K +7,486 +53%
Citadel Advisors
20
Citadel Advisors
Florida
$969K +$61.8K +1,215 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$967K -$443K -8,712 -32%
P
22
&Partners
Tennessee
$882K +$876K +17,230 New
Jane Street
23
Jane Street
New York
$726K -$3.86M -75,939 -84%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$528K -$2.95K -58 -0.6%
PA
25
PFG Advisors
Arizona
$467K

JPLD Hedge Fund Activity: Q2 2024 in Review

45 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q2 2024, worth a combined $513M — down 3.2% from $530M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JPLD and 2 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 13 added.

The largest buyer was JP Morgan Chase, adding an estimated $9.06M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $28.6M.

  • 45 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q2 2024, down from 47 in Q1 2024.
  • Funds reported $513M of JPMorgan Limited Duration Bond ETF stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 2 funds opened new JPMorgan Limited Duration Bond ETF positions in Q2 2024 and 3 closed out, a net change of -1 holder.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $9.06M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q2 2024 was CAPTRUST Financial Advisors, an estimated $28.6M sold.

Based on aggregated 13F filings for Q2 2024.