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JPMorgan Limited Duration Bond ETF

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.

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
1%
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
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$434M 8,426,500
EP
2
Essential Planning
New Hampshire
$44.9M 869,449 +858,625 +7,933%
M&T Bank
3
M&T Bank
New York
$44.1M 855,538 +855,538 New
MMA
4
Miracle Mile Advisors
California
$29.9M 580,867 +32,794 +6%
LPL Financial
5
LPL Financial
California
$15.8M 305,777 +46,013 +18%
Bank of America
6
Bank of America
North Carolina
$15.1M 292,332 +68,748 +31%
FWM
7
FMA Wealth Management
Massachusetts
$11.8M 229,938 +2,040 +0.9%
SFG
8
Stonebridge Financial Group
Pennsylvania
$11.4M 220,901 +220,901 New
MWC
9
MBM Wealth Consultants
Missouri
$11.2M 217,095 +40,486 +23%
Morgan Stanley
10
Morgan Stanley
New York
$10.4M 202,540 +7,945 +4%
IA
11
Intellus Advisors
Florida
$9.9M 192,193 +192,193 New
BWP
12
BlueStem Wealth Partners
Minnesota
$8.36M 162,210 +162,210 New
HighTower Advisors
13
HighTower Advisors
Illinois
$6.75M 131,099 +131,099 New
Wells Fargo
14
Wells Fargo
California
$4.72M 91,656 -179 -0.2%
WAOTB
15
Wealth Advisors of Tampa Bay
Florida
$4.36M 84,650 +1,302 +2%
MA
16
MONECO Advisors
Connecticut
$4.01M 77,870 -12,585 -14%
TCM
17
TD Capital Management
Tennessee
$3.69M 71,627 +64,348 +884%
Raymond James Financial
18
Raymond James Financial
Florida
$3.67M 71,269 +71,269 New
MAG
19
Members Advisory Group
New York
$3.1M 60,228 +60,228 New
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$2.56M 49,624 +49,624 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$2.53M 49,067 -7,659 -14%
MFG
22
MidWestOne Financial Group
Iowa
$2.08M 40,444 -559 -1%
DADC
23
D.A. Davidson & Co
Montana
$1.95M 37,868 +9,096 +32%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.87M 36,319 +5,199 +17%
WI
25
WBI Investments
New Jersey
$1.79M 34,725 -25,943 -43%