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JPMorgan Limited Duration Bond ETF

124 hedge funds and large institutions have $2.58B invested in JPMorgan Limited Duration Bond ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

27% more funds holding

Funds holding: 98124 (+26)

2% more capital invested

Capital invested by funds: $2.54B → $2.58B (+$42.7M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.63% less ownership

Funds ownership: 87.82%85.19% (-2.6%)

Holders
124
Holders Change
+26
Holders Change %
+26.53%
% of All Funds
1.51%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
33
Increased
57
Reduced
23
Closed
7
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
$1.96B -$49.1M -936,107 -2%
Morgan Stanley
2
Morgan Stanley
New York
$70.9M +$14.2M +270,413 +25%
UBS Group
3
UBS Group
Switzerland
$54.8M +$6.97K +133 +0%
M&T Bank
4
M&T Bank
New York
$54.8M +$1.58M +30,165 +3%
MMA
5
Miracle Mile Advisors
California
$46.7M +$7.86M +149,947 +20%
LPL Financial
6
LPL Financial
California
$43M +$4.94M +94,173 +13%
SC
7
Schiavi & Co
Delaware
$42.2M +$3.65M +69,539 +9%
Bank of America
8
Bank of America
North Carolina
$20.4M -$4.84M -92,392 -19%
FTUS
9
Flow Traders U.S.
New York
$18.3M +$16.5M +315,020 +919%
MWC
10
MBM Wealth Consultants
Missouri
$15.9M +$1.65M +31,428 +12%
HighTower Advisors
11
HighTower Advisors
Illinois
$15.1M +$2.38M +45,377 +19%
TCM
12
TD Capital Management
Tennessee
$13.1M +$2.08M +39,649 +19%
FWM
13
FMA Wealth Management
Massachusetts
$12.4M -$31.2K -595 -0.3%
Raymond James Financial
14
Raymond James Financial
Florida
$11.7M -$77.3K -1,475 -0.7%
SFGP
15
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.5M -$16.5K -315 -0.1%
IA
16
Intellus Advisors
Florida
$11.4M +$460K +8,784 +4%
DWM
17
Drive Wealth Management
Utah
$8.6M +$2.63M +50,085 +44%
EP
18
Essential Planning
New Hampshire
$8.46M +$3.39M +64,756 +67%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$7.33M +$1.65M +31,472 +29%
BC
20
Bulwark Capital
Florida
$7.25M +$744K +14,197 +11%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$7.06M +$1.27M +24,133 +22%
OWA
22
OakTrust Wealth Advisors
Connecticut
$6.39M +$6.4M +122,120 New
WAOTB
23
Wealth Advisors of Tampa Bay
Florida
$6.12M +$208K +3,976 +4%
GWM
24
GSB Wealth Management
Connecticut
$6.05M +$328K +6,261 +6%
Jane Street
25
Jane Street
New York
$6.02M +$4.44M +84,625 +278%