We are live on ! Find out more
JPLD icon

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, 45 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 12

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)

16% more capital invested

Capital invested by funds: $712M → $824M (+$112M)

5% more funds holding

Funds holding: 75 → 79 (+4)

3.15% less ownership

Funds ownership: 74.89% → 71.75% (-3.1%)

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.06%
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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$50.3M
2
SC
Schiavi & Co
Delaware
+$36.4M
3
JP Morgan Chase
JP Morgan Chase
New York
+$20.2M
4
M&T Bank
M&T Bank
New York
+$7.62M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.01M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$43M
2
BWP
BlueStem Wealth Partners
Minnesota
-$8.03M
3
WI
WBI Investments
New Jersey
-$1.79M
4
SAM
Synergy Asset Management
Washington
-$1.33M
5
OIA
OneDigital Investment Advisors
Kansas
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$458M +$20.2M +390,474 +5%
M&T Bank
2
M&T Bank
New York
$52.1M +$7.62M +147,343 +17%
UBS Group
3
UBS Group
Switzerland
$50.9M +$50.3M +972,466 +14,956%
SC
4
Schiavi & Co
Delaware
$36.6M +$36.4M +703,993 New
MMA
5
Miracle Mile Advisors
California
$31.2M +$1.02M +19,637 +3%
Bank of America
6
Bank of America
North Carolina
$20.1M +$4.87M +94,207 +32%
LPL Financial
7
LPL Financial
California
$16.2M +$306K +5,904 +2%
Morgan Stanley
8
Morgan Stanley
New York
$15.4M +$4.89M +94,569 +47%
SFGP
9
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$13.4M +$1.9M +36,755 +17%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.9M +$6.01M +116,200 +89%
MWC
11
MBM Wealth Consultants
Missouri
$12M +$755K +14,583 +7%
FWM
12
FMA Wealth Management
Massachusetts
$12M +$18.7K +361 +0.2%
IA
13
Intellus Advisors
Florida
$10.3M +$341K +6,589 +3%
Raymond James Financial
14
Raymond James Financial
Florida
$9.22M +$5.49M +106,094 +149%
TCM
15
TD Capital Management
Tennessee
$8.42M +$4.67M +90,335 +126%
Wells Fargo
16
Wells Fargo
California
$4.86M +$95.6K +1,848 +2%
WAOTB
17
Wealth Advisors of Tampa Bay
Florida
$4.61M +$202K +3,908 +5%
MA
18
MONECO Advisors
Connecticut
$3.53M -$517K -10,000 -13%
MAG
19
Members Advisory Group
New York
$3.25M +$113K +2,191 +4%
GWM
20
GSB Wealth Management
Connecticut
$3.21M +$1.98M +38,346 +164%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$3.2M +$619K +11,968 +24%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.17M +$1.28M +24,706 +68%
CAS
23
Coppell Advisory Solutions
Texas
$2.66M +$2.33M +45,069 New
MFG
24
MidWestOne Financial Group
Iowa
$2.05M -$56.1K -1,085 -3%
Jane Street
25
Jane Street
New York
$2.03M +$1.18M +22,808 +140%
1
2 3 4

JPLD Hedge Fund Activity: Q1 2025 in Review

79 of the 7,457 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 45 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.