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JPMorgan Limited Duration Bond ETF

94 hedge funds and large institutions have $1.43B invested in JPMorgan Limited Duration Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

73% more capital invested

Capital invested by funds: $824M → $1.43B (+$601M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more funds holding

Funds holding: 7994 (+15)

8.99% more ownership

Funds ownership: 71.75%80.74% (+9%)

Holders
94
Holders Change
+15
Holders Change %
+18.99%
% of All Funds
1.24%
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
44
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.01B +$544M +10,508,535 +119%
UBS Group
2
UBS Group
Switzerland
$54.1M +$2.95M +56,993 +6%
M&T Bank
3
M&T Bank
New York
$50.8M -$1.56M -30,130 -3%
SC
4
Schiavi & Co
Delaware
$37.7M +$949K +18,320 +3%
MMA
5
Miracle Mile Advisors
California
$36.5M +$5.09M +98,235 +16%
Morgan Stanley
6
Morgan Stanley
New York
$25.5M +$9.93M +191,587 +64%
LPL Financial
7
LPL Financial
California
$22M +$5.68M +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 +$458K +8,836 +4%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.2M -$731K -14,114 -6%
FWM
11
FMA Wealth Management
Massachusetts
$12.2M +$131K +2,525 +1%
Raymond James Financial
12
Raymond James Financial
Florida
$11M +$1.68M +32,481 +18%
IA
13
Intellus Advisors
Florida
$10.5M +$165K +3,192 +2%
SFGP
14
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.4M -$3M -57,889 -22%
TCM
15
TD Capital Management
Tennessee
$9.69M +$1.22M +23,559 +15%
BC
16
Bulwark Capital
Florida
$6.28M +$6.23M +120,248 New
WAOTB
17
Wealth Advisors of Tampa Bay
Florida
$5.47M +$836K +16,130 +18%
Wells Fargo
18
Wells Fargo
California
$4.98M +$100K +1,938 +2%
GWM
19
GSB Wealth Management
Connecticut
$4.25M +$1.02M +19,621 +32%
MA
20
MONECO Advisors
Connecticut
$3.64M +$96.3K +1,858 +3%
PAG
21
Private Advisor Group
New Jersey
$3.51M +$2.69M +51,860 +339%
BCA
22
Bay Colony Advisors
Massachusetts
$3.26M +$3.23M +62,376 New
MAG
23
Members Advisory Group
New York
$3.19M -$66.3K -1,280 -2%
OMC
24
Old Mission Capital
Illinois
$3.18M +$3.16M +60,965 New
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$3.08M -$139K -2,676 -4%

JPLD Hedge Fund Activity: Q2 2025 in Review

94 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q2 2025, worth a combined $1.43B — up 73% from $824M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JPLD positions and 6 closed out — a net gain of 15 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $544M. The largest seller was Stonebridge Financial Group (Pennsylvania), cutting an estimated $3M.

  • 94 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q2 2025, up from 79 in Q1 2025.
  • Funds reported $1.43B of JPMorgan Limited Duration Bond ETF stock for Q2 2025, up 73% quarter-over-quarter.
  • 21 funds opened new JPMorgan Limited Duration Bond ETF positions in Q2 2025 and 6 closed out, a net change of +15 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $544M added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q2 2025 was Stonebridge Financial Group (Pennsylvania), an estimated $3M sold.

Based on aggregated 13F filings for Q2 2025.