J
JPMorgan Limited Duration Bond
JPLD • BATS
JPMorgan Limited Duration Bond is an exchange-traded fund on BATS. As of Q3 2025, 95 institutional investors hold shares in this ETF, with total holdings valued at $2.5B. JPMORGAN CHASE & CO is the largest holder with a position valued at $2.0B.
Overview
Overview of institutional ownership in JPLD as of Q3 2025
All Institutions
- Institutions
- 95
- Value Held
- $2.5B
- Shares Held
- 48.1M
- Avg Position
- $26.6M
- Median Position
- $942.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $2.4M
- Shares Held
- 45.7K
- Avg Position
- $2.4M
- Median Position
- $2.4M
Biggest Investors
Institutions with the largest positions in JPLD as of Q3 2025
| Institution | Position Value |
|---|---|
 JPMORGAN CHASE & CO Institution | $2.0B 0.13% of portfolio |
 MORGAN STANLEY RIA/Wealth | $56.9M 0.00% of portfolio |
 UBS Group AG Institution | $55.0M 0.01% of portfolio |
 M&T BANK CORP Institution | $53.3M 0.18% of portfolio |
 Miracle Mile Advisors, LLC RIA/Wealth | $38.9M 0.59% of portfolio |
 Schiavi & Co LLC RIA/Wealth | $38.6M 12.80% of portfolio |
L LPL Financial LLC Institution | $38.2M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $25.3M 0.00% of portfolio |
 MBM Wealth Consultants, LLC RIA/Wealth | $14.3M 3.55% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $12.7M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for JPLD in Q3 2025
- Traded
- +$1.1B
- Buyers
- 70
- Sellers
- 27
- Total Bought
- +$1.1B
- Total Sold
- −$9.7M
- Avg Position
- $24.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
JPMORGAN CHASE & CO Institution | +$1.0B +19.1M shares |
MORGAN STANLEY RIA/Wealth | +$31.3M +595.6K shares |
L LPL Financial LLC Institution | +$16.0M +305.7K shares |
B Boulder Wealth Advisors, LLC RIA/Wealth | +$8.2M +156.2K shares |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | +$6.0M +113.5K shares |
BANK OF AMERICA CORP /DE/ Institution | +$4.0M +75.6K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$3.7M +69.7K shares |
 GOLDMAN SACHS GROUP INC Institution | +$3.4M +65.1K shares |
 Cetera Investment Advisers RIA/Wealth | +$3.4M +64.3K shares |
E Essential Planning, LLC. RIA/Wealth | +$2.3M +43.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
O OLD MISSION CAPITAL LLC Institution | −$3.2M −61.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$2.1M −41.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.0M −38.7K shares |
 MBE Wealth Management, LLC RIA/Wealth | −$451.9K −8.7K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | −$393.2K −7.5K shares |
 Swisher Financial Concepts, Inc. RIA/Wealth | −$292.1K −5.6K shares |
M McLean Asset Management Corp RIA/Wealth | −$259.5K −5.0K shares |
B BENJAMIN EDWARDS INC Institution | −$202.4K −3.9K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | −$110.5K −2.1K shares |
 Goss Wealth Management LLC RIA/Wealth | −$96.9K −1.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited JPLD in Q3 2025
- New Positions
- 13
- New Value
- $22.3M
- Exited Positions
- 10
- Exited Value
- $8.7M
New Positions
| Institution | Position Value |
|---|---|
B Boulder Wealth Advisors, LLC RIA/Wealth | $8.2M 156.2K shares |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | $6.0M 113.5K shares |
GOLDMAN SACHS GROUP INC Institution | $3.4M 65.1K shares |
 TCP Asset Management, LLC RIA/Wealth | $2.1M 39.1K shares |
 FIRST COMMONWEALTH FINANCIAL CORP /PA/ Institution | $853.2K 16.3K shares |
 WJ Wealth Management, LLC RIA/Wealth | $651.1K 12.4K shares |
 Bank of New York Mellon Corp Institution | $527.6K 10.1K shares |
 Diversified Enterprises, LLC RIA/Wealth | $272.2K 5.2K shares |
 Martin Investment Management, LLC RIA/Wealth | $253.9K 4.8K shares |
 Cloud Capital Management, LLC RIA/Wealth | $71.1K 1.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
O OLD MISSION CAPITAL LLC Institution | $3.2M 61.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.1M 41.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.0M 38.7K shares |
MBE Wealth Management, LLC RIA/Wealth | $451.9K 8.7K shares |
Swisher Financial Concepts, Inc. RIA/Wealth | $292.1K 5.6K shares |
M McLean Asset Management Corp RIA/Wealth | $259.5K 5.0K shares |
B BENJAMIN EDWARDS INC Institution | $202.4K 3.9K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $110.5K 2.1K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $14.7K 281.0 shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $13.0K 249.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in JPLD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with JPLD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Schiavi & Co LLC RIA/Wealth | 12.80% $38.6M |
F FMA Wealth Management, LLC RIA/Wealth | 8.54% $12.4M |
B Boulder Wealth Advisors, LLC RIA/Wealth | 3.81% $8.2M |
MBM Wealth Consultants, LLC RIA/Wealth | 3.55% $14.3M |
 Wealth Advisors of Tampa Bay, LLC RIA/Wealth | 1.97% $5.9M |
E Essential Planning, LLC. RIA/Wealth | 1.75% $5.1M |
 WINEBRENNER CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | 1.74% $2.4M |
 Intellus Advisors LLC RIA/Wealth | 1.50% $11.0M |
G GSB Wealth Management, LLC RIA/Wealth | 1.30% $5.7M |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | 1.27% $6.0M |
Hedge Fund Spotlight
Discover hedge funds investing in JPLD
WINEBRENNER CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerEarl George Winebrenner
- Portfolio Value
- $137.9M
- Positions
- 133
- Last Reported
- Q3 2025
Sector Allocation
J
Position in JPMorgan Limited Duration Bond
- Market Value
- $2.4M
- Shares Held
- 45.7K
- Portfolio Weight
- 1.74%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $6.4M | 4.66% | |
Semiconductors Technology | $6.3M | 4.58% | |
ETF ETF | $5.6M | 4.08% |
