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JPMorgan Limited Duration Bond ETF (JPLD) Institutional Ownership

JPMorgan Limited Duration Bond ETF logo
$51.96 +0.25 (+0.47%)
Closing price 06/20/2025 03:56 PM Eastern
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$51.96 0.00 (0.00%)
As of 06/20/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Limited Duration Bond ETF (BATS:JPLD)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$314.84M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$16.34M
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JPLD Institutional Buying and Selling by Quarter

JPMorgan Limited Duration Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC39,103$2.03M0.0%+140.0%0.170%
5/16/2025 Coppell Advisory Solutions LLC45,069$2.34M0.2%N/A0.196%
5/15/2025 TD Capital Management LLC161,962$8.42M0.9%+126.1%0.703%
5/14/2025 WCG Wealth Advisors LLC12,009$624K0.0%+11.5%0.052%
5/14/2025 Comerica Bank7,250$377K0.0%N/A0.031%
5/14/2025 Northwestern Mutual Wealth Management Co.9,869$513K0.0%+20.0%0.043%
5/14/2025 Flow Traders U.S. LLC18,710$973K0.0%+93.9%0.081%
5/13/2025 Raymond James Financial Inc.177,363$9.22M0.0%+148.9%0.769%
5/13/2025 Saiph Capital LLC26,054$1.36M0.5%-1.7%0.113%
5/13/2025 HighTower Advisors LLC247,299$12.86M0.0%+88.6%1.073%
5/12/2025 Benjamin Edwards Inc.7,653$398K0.0%N/A0.033%
5/12/2025 JPMorgan Chase & Co.8,816,974$458.48M0.0%+4.6%38.252%
5/12/2025 Flagship Wealth Advisors LLC1,726$90K0.0%-17.0%0.007%
5/8/2025 Schiavi & Co LLC703,993$36.61M13.4%N/A3.141%
5/8/2025 MONECO Advisors LLC67,466$3.51M0.4%-12.9%0.301%
5/8/2025 Harbour Investments Inc.1,829$95K0.0%+36.2%0.008%
5/7/2025 LPL Financial LLC311,681$16.21M0.0%+1.9%1.391%
5/7/2025 Intellus Advisors LLC198,782$10.34M1.8%+3.4%0.887%
5/7/2025 Vawter Financial Ltd.4,800$250K0.1%N/A0.021%
5/7/2025 BlueStem Wealth Partners LLC6,982$363K0.0%-95.7%0.031%
5/6/2025 Cetera Investment Advisers33,822$1.76M0.0%+36.8%0.151%
5/5/2025 Members Advisory Group LLC62,419$3.25M1.4%+3.6%0.279%
5/5/2025 Private Advisor Group LLC15,319$797K0.0%-26.8%0.068%
4/30/2025 Cerity Partners LLC8,279$430K0.0%N/A0.037%
4/30/2025 M&T Bank Corp1,002,881$52.15M0.2%+17.2%4.475%
4/29/2025 Envestnet Asset Management Inc.20,191$1.05M0.0%+12.7%0.090%
4/28/2025 D.A. Davidson & CO.38,528$2.00M0.0%+1.7%0.172%
4/28/2025 MBM Wealth Consultants LLC231,678$12.05M3.6%+6.7%1.034%
4/28/2025 Rossby Financial LCC968$50K0.0%N/A0.004%
4/25/2025 Stonebridge Financial Group LLC257,656$13.40M1.4%+16.6%1.150%
4/22/2025 FMA Wealth Management LLC230,299$11.99M9.2%+0.2%1.028%
4/22/2025 Cambridge Investment Research Advisors Inc.17,572$914K0.0%+6.8%0.078%
4/22/2025 PFG Investments LLC9,103$473K0.0%+2.8%0.041%
4/18/2025 GSB Wealth Management LLC61,708$3.21M0.8%+164.1%0.280%
4/15/2025 Wealthcare Advisory Partners LLC61,592$3.20M0.1%+24.1%0.279%
4/14/2025 Farther Finance Advisors LLC3,000$156K0.0%N/A0.014%
4/14/2025 Miracle Mile Advisors LLC600,504$31.23M0.6%+3.4%2.721%
4/9/2025 Swisher Financial Concepts Inc.6,016$313K0.3%+5.0%0.027%
2/19/2025 WCG Wealth Advisors LLC10,772$555K0.0%N/A0.079%
2/18/2025 MidWestOne Financial Group Inc.40,444$2.08M0.3%-1.4%0.298%
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2/17/2025 WBI Investments LLC34,725$1.79M0.4%-42.8%0.256%
2/17/2025 Cetera Investment Advisers24,729$1.27M0.0%+32.0%0.182%
2/17/2025 Captrust Financial Advisors49,067$2.53M0.0%-13.5%0.361%
2/17/2025 Bank of America Corp DE292,332$15.06M0.0%+30.7%2.151%
2/14/2025 Jane Street Group LLC16,295$840K0.0%+83.9%0.120%
2/13/2025 Family Office Research LLC4,312$222K0.1%N/A0.032%
2/13/2025 Raymond James Financial Inc.71,269$3.67M0.0%N/A0.524%
2/13/2025 Swisher Financial Concepts Inc.5,727$295K0.3%-54.3%0.042%
2/13/2025 Envestnet Asset Management Inc.17,921$923K0.0%-37.9%0.132%
2/11/2025 LPL Financial LLC305,777$15.75M0.0%+17.7%2.250%
2/11/2025 Intellus Advisors LLC192,193$9.90M1.7%N/A1.414%
2/10/2025 Flagship Wealth Advisors LLC2,080$107K0.1%N/A0.015%
2/10/2025 Harbour Investments Inc.1,343$69K0.0%+25.9%0.010%
2/10/2025 Commonwealth Equity Services LLC36,319$1.87M0.0%+16.7%0.267%
2/10/2025 Essential Planning LLC.869,449$44.92M0.3%+7,932.6%6.398%
2/7/2025 HighTower Advisors LLC131,099$6.75M0.0%N/A0.965%
2/6/2025 Raymond James Financial Inc.71,269$3.67M0.0%N/A0.524%
2/6/2025 M&T Bank Corp855,538$44.08M0.1%N/A6.295%
2/6/2025 Steward Partners Investment Advisory LLC2,655$137K0.0%+205.2%0.020%
2/6/2025 Jones Financial Companies Lllp13,635$702K0.0%+29.5%0.100%
2/5/2025 BlueStem Wealth Partners LLC162,210$8.36M1.1%N/A1.194%
2/5/2025 TD Capital Management LLC71,627$3.69M0.4%+884.0%0.527%
2/4/2025 MONECO Advisors LLC77,462$3.99M0.4%-14.4%0.570%
2/4/2025 Members Advisory Group LLC60,228$3.10M1.3%N/A0.443%
2/3/2025 Winebrenner Capital Management LLC24,871$1.28M1.0%N/A0.183%
2/3/2025 FMA Wealth Management LLC229,938$11.85M8.8%+0.9%1.692%
2/3/2025 Private Advisor Group LLC20,933$1.08M0.0%+415.7%0.154%
1/31/2025 D.A. Davidson & CO.37,868$1.95M0.0%+31.6%0.279%
1/31/2025 Truist Financial Corp9,144$471K0.0%-61.7%0.067%
1/30/2025 Centerpoint Advisory Group9,809$505K0.5%N/A0.072%
1/29/2025 Stonebridge Financial Group LLC220,901$11.38M1.3%N/A1.625%
1/23/2025 Synergy Asset Management LLC25,689$1.34M0.1%+42.0%0.189%
1/23/2025 Foster & Motley Inc.7,730$398K0.0%N/A0.057%
1/22/2025 PFG Investments LLC8,855$456K0.0%+4.1%0.065%
1/21/2025 GSB Wealth Management LLC23,362$1.20M0.3%N/A0.172%
1/21/2025 Geneos Wealth Management Inc.1,209$62K0.0%N/A0.009%
1/17/2025 MBM Wealth Consultants LLC217,095$11.19M3.3%+22.9%1.597%
1/15/2025 Wealthcare Advisory Partners LLC49,624$2.56M0.1%N/A0.365%
1/14/2025 KWB Wealth3,986$208K0.0%-5.1%0.029%
1/13/2025 Miracle Mile Advisors LLC580,867$29.93M0.6%+6.0%4.274%
11/18/2024 FRG Family Wealth Advisors LLC5,800$302K0.1%N/A0.043%
11/15/2024 MidWestOne Financial Group Inc.41,003$2.14M0.3%+68.9%0.302%
11/15/2024 MML Investors Services LLC8,079$421K0.0%N/A0.059%
11/15/2024 MCIA Inc36,974$1.90M0.4%N/A0.272%
11/15/2024 Jane Street Group LLC8,863$462K0.0%-37.5%0.065%
11/14/2024 Flow Traders U.S. LLC16,135$841K0.0%N/A0.119%
11/14/2024 Captrust Financial Advisors56,726$2.96M0.0%-15.6%0.417%
11/13/2024 D.A. Davidson & CO.28,772$1.50M0.0%-7.3%0.212%
11/7/2024 Essential Planning LLC.10,824$564K0.2%N/A0.080%
11/6/2024 OneDigital Investment Advisors LLC23,845$1.24M0.0%N/A0.175%
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10/28/2024 Creative Financial Designs Inc. ADV890$46K0.0%N/A0.007%
10/25/2024 MONECO Advisors LLC90,455$4.72M0.6%-5.5%0.666%
10/24/2024 PFG Investments LLC8,505$444K0.0%+107.4%0.063%
10/22/2024 Private Advisor Group LLC4,059$212K0.0%N/A0.030%
10/18/2024Raymond James & Associates196,280$10.24M0.0%+3.9%1.444%
10/15/2024 FMA Wealth Management LLC227,898$11.89M8.6%N/A1.677%
10/8/2024 MBM Wealth Consultants LLC176,609$9.21M2.9%N/A1.300%
10/7/2024 Miracle Mile Advisors LLC548,073$28.58M0.7%N/A4.033%
8/22/2024 Cetera Investment Advisers18,891$967K0.0%-31.6%0.139%
8/16/2024 Susquehanna International Group LLP122,684$6.28M0.0%-14.1%0.903%
(Data available from 1/1/2016 forward)

JPLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPLD shares?

During the previous two years, 80 institutional investors and hedge funds held shares of JPMorgan Limited Duration Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($458.48M), M&T Bank Corp ($52.15M), Essential Planning LLC. ($44.92M), Schiavi & Co LLC ($36.61M), Miracle Mile Advisors LLC ($31.23M), LPL Financial LLC ($16.21M), and Bank of America Corp DE ($15.06M).Learn more on JPMorgan Limited Duration Bond ETF's institutional investors.

Which institutional investors have been buying JPMorgan Limited Duration Bond ETF's stock?

Of the 75 institutional investors that purchased JPMorgan Limited Duration Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($8.88M), M&T Bank Corp ($1.00M), Essential Planning LLC. ($869.45K), Schiavi & Co LLC ($703.99K), Miracle Mile Advisors LLC ($600.50K), Stonebridge Financial Group LLC ($257.66K), and Raymond James Financial Inc. ($248.63K).

How much institutional buying is happening at JPMorgan Limited Duration Bond ETF?

Institutional investors have bought a total of 6,071,947 shares in the last 24 months. This purchase volume represents approximately $314.84M in transactions.

Which of JPMorgan Limited Duration Bond ETF's major shareholders have been selling company stock?

Of the 18 institutional investors that sold JPMorgan Limited Duration Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BlueStem Wealth Partners LLC ($155.23K), MONECO Advisors LLC ($32.90K), WBI Investments LLC ($25.94K), Susquehanna International Group LLP ($20.22K), Captrust Financial Advisors ($18.17K), Truist Financial Corp ($14.73K), and Envestnet Asset Management Inc. ($10.96K).

How much institutional selling is happening at JPMorgan Limited Duration Bond ETF?

Institutional investors have sold a total of 315,329 shares in the last 24 months. This volume of shares sold represents approximately $16.34M in transactions.



This page (BATS:JPLD) was last updated on 6/23/2025 by MarketBeat.com Staff
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