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JPMorgan Limited Duration Bond ETF

94 hedge funds and large institutions have $1.42B invested in JPMorgan Limited Duration Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+15
Holders Change %
+18.99%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
21
Increased
43
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.01B +$549M +10,508,535 +119%
UBS Group
2
UBS Group
Switzerland
$54.1M +$2.98M +56,993 +6%
M&T Bank
3
M&T Bank
New York
$50.8M -$1.57M -30,130 -3%
SC
4
Schiavi & Co
Delaware
$37.7M +$957K +18,320 +3%
MMA
5
Miracle Mile Advisors
California
$36.5M +$5.13M +98,235 +16%
Morgan Stanley
6
Morgan Stanley
New York
$25.5M +$10M +191,587 +64%
LPL Financial
7
LPL Financial
California
$22M +$5.73M +109,713 +35%
Bank of America
8
Bank of America
North Carolina
$21.2M +$1.01M +19,405 +5%
MWC
9
MBM Wealth Consultants
Missouri
$12.6M +$462K +8,836 +4%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.2M -$737K -14,114 -6%
FWM
11
FMA Wealth Management
Massachusetts
$12.2M +$132K +2,525 +1%
Raymond James Financial
12
Raymond James Financial
Florida
$11M +$1.7M +32,481 +18%
IA
13
Intellus Advisors
Florida
$10.5M +$167K +3,192 +2%
SFG
14
Stonebridge Financial Group
Pennsylvania
$10.4M -$3.02M -57,889 -22%
TCM
15
TD Capital Management
Tennessee
$9.69M +$1.23M +23,559 +15%
BC
16
Bulwark Capital
Florida
$6.28M +$6.28M +120,248 New
WAOTB
17
Wealth Advisors of Tampa Bay
Florida
$5.47M +$842K +16,130 +18%
Wells Fargo
18
Wells Fargo
California
$4.98M +$101K +1,938 +2%
GWM
19
GSB Wealth Management
Connecticut
$4.25M +$1.02M +19,621 +32%
MA
20
MONECO Advisors
Connecticut
$3.64M +$97K +1,858 +3%
PAG
21
Private Advisor Group
New Jersey
$3.51M +$2.71M +51,860 +339%
BCA
22
Bay Colony Advisors
Massachusetts
$3.26M +$3.26M +62,376 New
MAG
23
Members Advisory Group
New York
$3.19M -$66.9K -1,280 -2%
OMC
24
Old Mission Capital
Illinois
$3.18M +$3.18M +60,965 New
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$3.08M -$140K -2,676 -4%