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JPMorgan Limited Duration Bond ETF

79 hedge funds and large institutions have $824M invested in JPMorgan Limited Duration Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
45
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$458M 8,816,974 +390,474 +5%
M&T Bank
2
M&T Bank
New York
$52.1M 1,002,881 +147,343 +17%
UBS Group
3
UBS Group
Switzerland
$50.9M 978,968 +972,466 +14,956%
SC
4
Schiavi & Co
Delaware
$36.6M 703,993 +703,993 New
MMA
5
Miracle Mile Advisors
California
$31.2M 600,504 +19,637 +3%
Bank of America
6
Bank of America
North Carolina
$20.1M 386,539 +94,207 +32%
LPL Financial
7
LPL Financial
California
$16.2M 311,681 +5,904 +2%
Morgan Stanley
8
Morgan Stanley
New York
$15.4M 297,109 +94,569 +47%
SFG
9
Stonebridge Financial Group
Pennsylvania
$13.4M 257,656 +36,755 +17%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.9M 247,299 +116,200 +89%
MWC
11
MBM Wealth Consultants
Missouri
$12M 231,678 +14,583 +7%
FWM
12
FMA Wealth Management
Massachusetts
$12M 230,299 +361 +0.2%
IA
13
Intellus Advisors
Florida
$10.3M 198,782 +6,589 +3%
Raymond James Financial
14
Raymond James Financial
Florida
$9.22M 177,363 +106,094 +149%
TCM
15
TD Capital Management
Tennessee
$8.42M 161,962 +90,335 +126%
Wells Fargo
16
Wells Fargo
California
$4.86M 93,504 +1,848 +2%
WAOTB
17
Wealth Advisors of Tampa Bay
Florida
$4.61M 88,558 +3,908 +5%
MA
18
MONECO Advisors
Connecticut
$3.53M 67,870 -10,000 -13%
MAG
19
Members Advisory Group
New York
$3.25M 62,419 +2,191 +4%
GWM
20
GSB Wealth Management
Connecticut
$3.21M 61,708 +38,346 +164%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$3.2M 61,592 +11,968 +24%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.17M 61,025 +24,706 +68%
CAS
23
Coppell Advisory Solutions
Texas
$2.66M 45,069 +45,069 New
MFG
24
MidWestOne Financial Group
Iowa
$2.05M 39,359 -1,085 -3%
Jane Street
25
Jane Street
New York
$2.03M 39,103 +22,808 +140%