JPMorgan Limited Duration Bond ETF
JPLD
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, 44 increasing their positions, 12 reducing their positions, and 8 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 12
180% more capital inflows, than outflows
Capital inflows: $162M | Capital outflows: $57.9M
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
5% more funds holding
Funds holding: 75 → 79 (+4)
3.15% less ownership
Funds ownership: 74.89% → 71.74% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$50.3M |
| 2 |
SC
Schiavi & Co
Wilmington,
Delaware
|
+$36.4M |
| 3 |
JP Morgan Chase
New York
|
+$20.2M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$7.62M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$6.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Essential Planning
Portsmouth,
New Hampshire
|
-$43M |
| 2 |
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
-$8.03M |
| 3 |
WBI Investments
Red Bank,
New Jersey
|
-$1.79M |
| 4 |
Synergy Asset Management
Vancouver,
Washington
|
-$1.33M |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.23M |
JPLD Hedge Fund Activity: Q1 2025 in Review
79 of the 7,484 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q1 2025, worth a combined $824M — up 16% from $712M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JPLD positions and 8 closed out — a net gain of 5 holders — while 44 added to existing stakes and 12 trimmed.
The largest buyer was UBS Group, adding an estimated $50.3M. The largest seller was Essential Planning, cutting an estimated $43M.
- 79 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q1 2025, up from 75 in Q4 2024.
- Funds reported $824M of JPMorgan Limited Duration Bond ETF stock for Q1 2025, up 16% quarter-over-quarter.
- 13 funds opened new JPMorgan Limited Duration Bond ETF positions in Q1 2025 and 8 closed out, a net change of +5 holders.
- The largest JPMorgan Limited Duration Bond ETF buyer in Q1 2025 was UBS Group, an estimated $50.3M added.
- The largest JPMorgan Limited Duration Bond ETF seller in Q1 2025 was Essential Planning, an estimated $43M sold.
Based on aggregated 13F filings for Q1 2025.