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JPMorgan Limited Duration Bond ETF

98 hedge funds and large institutions have $2.54B invested in JPMorgan Limited Duration Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 17

78% more capital invested

Capital invested by funds: $1.43B → $2.54B (+$1.11B)

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

7.08% more ownership

Funds ownership: 80.74%87.82% (+7.1%)

4% more funds holding

Funds holding: 9498 (+4)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.29%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
16
Increased
56
Reduced
17
Closed
10
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
$2.02B +$1B +19,142,064 +99%
Morgan Stanley
2
Morgan Stanley
New York
$56.9M +$31.1M +595,616 +122%
UBS Group
3
UBS Group
Switzerland
$55M +$598K +11,441 +1%
M&T Bank
4
M&T Bank
New York
$53.3M +$2.27M +43,509 +4%
MMA
5
Miracle Mile Advisors
California
$38.9M +$2.23M +42,626 +6%
SC
6
Schiavi & Co
Delaware
$38.6M +$736K +14,079 +2%
LPL Financial
7
LPL Financial
California
$38.2M +$16M +305,731 +73%
Bank of America
8
Bank of America
North Carolina
$25.3M +$3.95M +75,571 +19%
MWC
9
MBM Wealth Consultants
Missouri
$14.3M +$1.68M +32,208 +13%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.7M +$500K +9,575 +4%
FWM
11
FMA Wealth Management
Massachusetts
$12.4M +$205K +3,927 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$11.8M +$820K +15,687 +7%
SFGP
13
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.5M +$1.06M +20,303 +10%
TCM
14
TD Capital Management
Tennessee
$11.1M +$1.35M +25,789 +14%
IA
15
Intellus Advisors
Florida
$11M +$385K +7,375 +4%
BWA
16
Boulder Wealth Advisors
Colorado
$8.2M +$8.16M +156,194 New
BC
17
Bulwark Capital
Florida
$6.52M +$211K +4,031 +3%
DWM
18
Drive Wealth Management
Utah
$5.96M +$5.93M +113,547 New
WAOTB
19
Wealth Advisors of Tampa Bay
Florida
$5.92M +$428K +8,200 +8%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$5.8M +$3.64M +69,724 +170%
GWM
21
GSB Wealth Management
Connecticut
$5.73M +$1.46M +27,961 +34%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$5.7M +$3.36M +64,263 +145%
EP
23
Essential Planning
New Hampshire
$5.09M +$2.29M +43,870 +83%
Wells Fargo
24
Wells Fargo
California
$4.93M -$79.2K -1,516 -2%
PAG
25
Private Advisor Group
New Jersey
$4.44M +$908K +17,374 +26%

JPLD Hedge Fund Activity: Q3 2025 in Review

98 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q3 2025, worth a combined $2.54B — up 78% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPLD positions and 10 closed out — a net gain of 6 holders — while 56 added to existing stakes and 17 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1B. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.18M sold.

  • 98 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q3 2025, up from 94 in Q2 2025.
  • Funds reported $2.54B of JPMorgan Limited Duration Bond ETF stock for Q3 2025, up 78% quarter-over-quarter.
  • 16 funds opened new JPMorgan Limited Duration Bond ETF positions in Q3 2025 and 10 closed out, a net change of +6 holders.
  • The largest JPMorgan Limited Duration Bond ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $1B added.
  • The largest JPMorgan Limited Duration Bond ETF seller in Q3 2025 was Old Mission Capital, an estimated $3.18M sold.

Based on aggregated 13F filings for Q3 2025.