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JPMorgan Limited Duration Bond ETF
JPLD

75 hedge funds and large institutions have $712M invested in JPMorgan Limited Duration Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

23% more funds holding

Funds holding: 61 → 75 (+14)

22% more capital invested

Capital invested by funds: $584M → $712M (+$128M)

7.43% more ownership

Funds ownership: 67.47% → 74.89% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
26
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
+$44.4M
2
M&T Bank
M&T Bank
New York
+$44.2M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.77M
4
Bank of America
Bank of America
North Carolina
+$3.55M
5
TCM
TD Capital Management
Tennessee
+$3.32M

Top Sellers

1
MCIA
Mountain Capital Investment Advisors
Colorado
-$1.9M
2
WI
WBI Investments
New Jersey
-$1.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$903K
4
Truist Financial
Truist Financial
North Carolina
-$761K
5
MA
MONECO Advisors
Connecticut
-$650K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$434M – – –
EP
2
Essential Planning
New Hampshire
$44.9M +$44.4M +858,625 +7,933%
M&T Bank
3
M&T Bank
New York
$44.1M +$44.2M +855,538 New
MMA
4
Miracle Mile Advisors
California
$29.9M +$1.69M +32,794 +6%
LPL Financial
5
LPL Financial
California
$15.8M +$2.38M +46,013 +18%
Bank of America
6
Bank of America
North Carolina
$15.1M +$3.55M +68,748 +31%
FWM
7
FMA Wealth Management
Massachusetts
$11.8M +$105K +2,040 +0.9%
SFGP
8
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.4M +$11.4M +220,901 New
MWC
9
MBM Wealth Consultants
Missouri
$11.2M +$2.09M +40,486 +23%
Morgan Stanley
10
Morgan Stanley
New York
$10.4M +$410K +7,945 +4%
IA
11
Intellus Advisors
Florida
$9.9M +$9.93M +192,193 New
BWP
12
BlueStem Wealth Partners
Minnesota
$8.36M +$8.38M +162,210 New
HighTower Advisors
13
HighTower Advisors
Illinois
$6.75M +$6.77M +131,099 New
Wells Fargo
14
Wells Fargo
California
$4.72M -$9.25K -179 -0.2%
WAOTB
15
Wealth Advisors of Tampa Bay
Florida
$4.36M +$67.3K +1,302 +2%
MA
16
MONECO Advisors
Connecticut
$4.01M -$650K -12,585 -14%
TCM
17
TD Capital Management
Tennessee
$3.69M +$3.32M +64,348 +884%
Raymond James Financial
18
Raymond James Financial
Florida
$3.67M +$3.68M +71,269 New
MAG
19
Members Advisory Group
New York
$3.1M +$3.11M +60,228 New
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$2.56M +$2.56M +49,624 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$2.53M -$396K -7,659 -14%
MFG
22
MidWestOne Financial Group
Iowa
$2.08M -$28.9K -559 -1%
DADC
23
D.A. Davidson & Co
Montana
$1.95M +$470K +9,096 +32%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.87M +$269K +5,199 +17%
WI
25
WBI Investments
New Jersey
$1.79M -$1.34M -25,943 -43%
1
2 3 4

JPLD Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q4 2024, worth a combined $712M — up 22% from $584M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPLD positions and 5 closed out — a net gain of 17 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Essential Planning, adding an estimated $44.4M. The largest seller was Mountain Capital Investment Advisors, exiting entirely with an estimated $1.9M sold.

  • 75 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q4 2024, up from 61 in Q3 2024.
  • Funds reported $712M of JPMorgan Limited Duration Bond ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 22 funds opened new JPMorgan Limited Duration Bond ETF positions in Q4 2024 and 5 closed out, a net change of +17 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q4 2024 was Essential Planning, an estimated $44.4M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q4 2024 was Mountain Capital Investment Advisors, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2024.