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JPMorgan Limited Duration Bond ETF (JPLD) Institutional Ownership

JPMorgan Limited Duration Bond ETF logo
$52.04 +0.32 (+0.61%)
As of 07/9/2025 03:30 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)
58
Total
Institutional Inflows
(last 12 months)
$321.37M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2025Bulwark Capital Corp120,248$6.28M5.3%N/A0.421%
7/3/2025 McLean Asset Management Corp4,992$260K0.1%N/A0.017%
5/19/2025Jane Street Group LLC39,103$2.03M0.0%+140.0%0.170%
5/16/2025Coppell Advisory Solutions LLC45,069$2.34M0.2%N/A0.196%
5/15/2025TD Capital Management LLC161,962$8.42M0.9%+126.1%0.703%
5/14/2025WCG Wealth Advisors LLC12,009$624K0.0%+11.5%0.052%
5/14/2025Comerica Bank7,250$377K0.0%N/A0.031%
5/14/2025Northwestern Mutual Wealth Management Co.9,869$513K0.0%+20.0%0.043%
5/14/2025Flow Traders U.S. LLC18,710$973K0.0%+93.9%0.081%
5/13/2025Raymond James Financial Inc.177,363$9.22M0.0%+148.9%0.769%
5/13/2025Saiph Capital LLC26,054$1.36M0.5%-1.7%0.113%
5/13/2025HighTower Advisors LLC247,299$12.86M0.0%+88.6%1.073%
5/12/2025Benjamin Edwards Inc.7,653$398K0.0%N/A0.033%
5/12/2025JPMorgan Chase & Co.8,816,974$458.48M0.0%+4.6%38.252%
5/12/2025Flagship Wealth Advisors LLC1,726$90K0.0%-17.0%0.007%
5/8/2025Schiavi & Co LLC703,993$36.61M13.4%N/A3.141%
5/8/2025MONECO Advisors LLC67,466$3.51M0.4%-12.9%0.301%
5/8/2025Harbour Investments Inc.1,829$95K0.0%+36.2%0.008%
5/7/2025LPL Financial LLC311,681$16.21M0.0%+1.9%1.391%
5/7/2025Intellus Advisors LLC198,782$10.34M1.8%+3.4%0.887%
5/7/2025Vawter Financial Ltd.4,800$250K0.1%N/A0.021%
5/7/2025BlueStem Wealth Partners LLC6,982$363K0.0%-95.7%0.031%
5/6/2025Cetera Investment Advisers33,822$1.76M0.0%+36.8%0.151%
5/5/2025Members Advisory Group LLC62,419$3.25M1.4%+3.6%0.279%
5/5/2025Private Advisor Group LLC15,319$797K0.0%-26.8%0.068%
4/30/2025Cerity Partners LLC8,279$430K0.0%N/A0.037%
4/30/2025M&T Bank Corp1,002,881$52.15M0.2%+17.2%4.475%
4/29/2025Envestnet Asset Management Inc.20,191$1.05M0.0%+12.7%0.090%
4/28/2025D.A. Davidson & CO.38,528$2.00M0.0%+1.7%0.172%
4/28/2025MBM Wealth Consultants LLC231,678$12.05M3.6%+6.7%1.034%
4/28/2025Rossby Financial LCC968$50K0.0%N/A0.004%
4/25/2025Stonebridge Financial Group LLC257,656$13.40M1.4%+16.6%1.150%
4/22/2025FMA Wealth Management LLC230,299$11.99M9.2%+0.2%1.028%
4/22/2025Cambridge Investment Research Advisors Inc.17,572$914K0.0%+6.8%0.078%
4/22/2025PFG Investments LLC9,103$473K0.0%+2.8%0.041%
4/18/2025GSB Wealth Management LLC61,708$3.21M0.8%+164.1%0.280%
4/15/2025Wealthcare Advisory Partners LLC61,592$3.20M0.1%+24.1%0.279%
4/14/2025Farther Finance Advisors LLC3,000$156K0.0%N/A0.014%
4/14/2025Miracle Mile Advisors LLC600,504$31.23M0.6%+3.4%2.721%
4/9/2025Swisher Financial Concepts Inc.6,016$313K0.3%+5.0%0.027%
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2/19/2025WCG Wealth Advisors LLC10,772$555K0.0%N/A0.079%
2/18/2025MidWestOne Financial Group Inc.40,444$2.08M0.3%-1.4%0.298%
2/17/2025WBI Investments LLC34,725$1.79M0.4%-42.8%0.256%
2/17/2025Cetera Investment Advisers24,729$1.27M0.0%+32.0%0.182%
2/17/2025Captrust Financial Advisors49,067$2.53M0.0%-13.5%0.361%
2/17/2025Bank of America Corp DE292,332$15.06M0.0%+30.7%2.151%
2/14/2025Jane Street Group LLC16,295$840K0.0%+83.9%0.120%
2/13/2025Family Office Research LLC4,312$222K0.1%N/A0.032%
2/13/2025Raymond James Financial Inc.71,269$3.67M0.0%N/A0.524%
2/13/2025Swisher Financial Concepts Inc.5,727$295K0.3%-54.3%0.042%
2/13/2025Envestnet Asset Management Inc.17,921$923K0.0%-37.9%0.132%
2/11/2025LPL Financial LLC305,777$15.75M0.0%+17.7%2.250%
2/11/2025Intellus Advisors LLC192,193$9.90M1.7%N/A1.414%
2/10/2025Flagship Wealth Advisors LLC2,080$107K0.1%N/A0.015%
2/10/2025Harbour Investments Inc.1,343$69K0.0%+25.9%0.010%
2/10/2025Commonwealth Equity Services LLC36,319$1.87M0.0%+16.7%0.267%
2/10/2025Essential Planning LLC.869,449$44.92M0.3%+7,932.6%6.398%
2/7/2025HighTower Advisors LLC131,099$6.75M0.0%N/A0.965%
2/6/2025Raymond James Financial Inc.71,269$3.67M0.0%N/A0.524%
2/6/2025M&T Bank Corp855,538$44.08M0.1%N/A6.295%
2/6/2025Steward Partners Investment Advisory LLC2,655$137K0.0%+205.2%0.020%
2/6/2025Jones Financial Companies Lllp13,635$702K0.0%+29.5%0.100%
2/5/2025BlueStem Wealth Partners LLC162,210$8.36M1.1%N/A1.194%
2/5/2025TD Capital Management LLC71,627$3.69M0.4%+884.0%0.527%
2/4/2025MONECO Advisors LLC77,462$3.99M0.4%-14.4%0.570%
2/4/2025Members Advisory Group LLC60,228$3.10M1.3%N/A0.443%
2/3/2025Winebrenner Capital Management LLC24,871$1.28M1.0%N/A0.183%
2/3/2025FMA Wealth Management LLC229,938$11.85M8.8%+0.9%1.692%
2/3/2025Private Advisor Group LLC20,933$1.08M0.0%+415.7%0.154%
1/31/2025D.A. Davidson & CO.37,868$1.95M0.0%+31.6%0.279%
1/31/2025Truist Financial Corp9,144$471K0.0%-61.7%0.067%
1/30/2025Centerpoint Advisory Group9,809$505K0.5%N/A0.072%
1/29/2025Stonebridge Financial Group LLC220,901$11.38M1.3%N/A1.625%
1/23/2025Synergy Asset Management LLC25,689$1.34M0.1%+42.0%0.189%
1/23/2025Foster & Motley Inc.7,730$398K0.0%N/A0.057%
1/22/2025PFG Investments LLC8,855$456K0.0%+4.1%0.065%
1/21/2025GSB Wealth Management LLC23,362$1.20M0.3%N/A0.172%
1/21/2025Geneos Wealth Management Inc.1,209$62K0.0%N/A0.009%
1/17/2025MBM Wealth Consultants LLC217,095$11.19M3.3%+22.9%1.597%
1/15/2025Wealthcare Advisory Partners LLC49,624$2.56M0.1%N/A0.365%
1/14/2025KWB Wealth3,986$208K0.0%-5.1%0.029%
1/13/2025Miracle Mile Advisors LLC580,867$29.93M0.6%+6.0%4.274%
11/18/2024FRG Family Wealth Advisors LLC5,800$302K0.1%N/A0.043%
11/15/2024MidWestOne Financial Group Inc.41,003$2.14M0.3%+68.9%0.302%
11/15/2024MML Investors Services LLC8,079$421K0.0%N/A0.059%
11/15/2024MCIA Inc36,974$1.90M0.4%N/A0.272%
11/15/2024Jane Street Group LLC8,863$462K0.0%-37.5%0.065%
11/14/2024Flow Traders U.S. LLC16,135$841K0.0%N/A0.119%
11/14/2024Captrust Financial Advisors56,726$2.96M0.0%-15.6%0.417%
11/13/2024D.A. Davidson & CO.28,772$1.50M0.0%-7.3%0.212%
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11/7/2024Essential Planning LLC.10,824$564K0.2%N/A0.080%
11/6/2024OneDigital Investment Advisors LLC23,845$1.24M0.0%N/A0.175%
10/28/2024Creative Financial Designs Inc. ADV890$46K0.0%N/A0.007%
10/25/2024MONECO Advisors LLC90,455$4.72M0.6%-5.5%0.666%
10/24/2024PFG Investments LLC8,505$444K0.0%+107.4%0.063%
10/22/2024Private Advisor Group LLC4,059$212K0.0%N/A0.030%
10/18/2024Raymond James & Associates196,280$10.24M0.0%+3.9%1.444%
10/15/2024FMA Wealth Management LLC227,898$11.89M8.6%N/A1.677%
10/8/2024MBM Wealth Consultants LLC176,609$9.21M2.9%N/A1.300%
10/7/2024Miracle Mile Advisors LLC548,073$28.58M0.7%N/A4.033%
(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, 82 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 77 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 6,197,187 shares in the last 24 months. This purchase volume represents approximately $321.37M 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.


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This page (BATS:JPLD) was last updated on 7/10/2025 by MarketBeat.com Staff
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