JPMorgan Limited Duration Bond ETF (JPLD) Institutional Ownership

$50.82
+0.03 (+0.06%)
(As of 05/14/2024 ET)

Institutional Ownership Changes (13F Filings) for JPMorgan Limited Duration Bond ETF (BATS:JPLD)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$465.37M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$10.72M
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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
5/15/2024Epoch Investment Partners Inc.43,439$2.21M0.0%-7.4%0.320%
5/7/2024 PFG Advisors9,118$464K0.0%N/A0.067%
4/29/2024Commonwealth Equity Services LLC43,573$2.22M0.0%-67.9%0.321%
4/26/2024 MONECO Advisors LLC100,609$5.13M0.8%-5.3%0.709%
4/23/2024 Swisher Financial Concepts Inc.47,075$2.38M2.1%-2.7%0.332%
4/23/2024 Raymond James Financial Services Advisors Inc.30,726$1.57M0.0%N/A0.217%
4/22/2024 PFG Investments LLC4,101$209K0.0%N/A0.029%
4/22/2024 Raymond James & Associates178,587$9.10M0.0%N/A1.259%
4/20/2024 KWB Wealth4,176$213K0.0%N/A0.029%
4/15/2024 GoalVest Advisory LLC546$28K0.0%N/A0.004%
3/13/2024 MONECO Advisors LLC106,246$5.38M1.0%-4.7%0.000%
2/9/2024 D.A. Davidson & CO.31,362$1.59M0.0%+91.3%0.000%
2/6/2024 Lincoln National Corp5,161$261K0.0%-13.0%0.000%
2/5/2024 MONECO Advisors LLC106,010$5.36M1.0%N/A0.000%
2/5/2024 Choreo LLC5,990$304K0.0%-6.2%0.000%
2/1/2024 Prism Advisors Inc.27,122$1.37M0.4%N/A0.000%
1/25/2024 Wealth Advisors of Tampa Bay LLC98,628$4.99M2.5%-50.6%0.000%
1/24/2024 Private Trust Co. NA8,664$438K0.1%-13.5%0.000%
11/15/2023 JPMorgan Chase & Co.8,490,803$423.69M0.0%N/A0.000%
11/13/2023Epoch Investment Partners Inc.46,889$2.34M0.0%N/A0.000%
11/13/2023Mariner LLC16,312$814K0.0%N/A0.000%
11/13/2023 LPL Financial LLC160,247$8.00M0.0%N/A0.000%
11/13/2023 PNC Financial Services Group Inc.530$26K0.0%N/A0.000%
11/8/2023 Choreo LLC6,383$319K0.0%N/A0.000%
11/8/2023 D.A. Davidson & CO.16,394$818K0.0%N/A0.000%
11/7/2023 Great Valley Advisor Group Inc.4,440$222K0.0%N/A0.000%
11/6/2023 Lincoln National Corp5,932$296K0.0%N/A0.000%
11/1/2023 Csenge Advisory Group8,863$442K0.0%N/A0.000%
10/31/2023 Allworth Financial LP1,205$60K0.0%N/A0.000%
10/25/2023 Concourse Financial Group Securities Inc.1,236$62K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC152,826$7.63M0.0%N/A0.000%
10/18/2023 Private Trust Co. NA10,020$500K0.1%N/A0.000%
10/17/2023 Lionsbridge Wealth Management LLC20,815$1.04M1.0%N/A0.000%
10/17/2023 GHP Investment Advisors Inc.902$45K0.0%N/A0.000%
(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, 26 institutional investors and hedge funds held shares of JPMorgan Limited Duration Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($423.69M), Raymond James & Associates ($9.10M), LPL Financial LLC ($8.00M), MONECO Advisors LLC ($5.13M), Wealth Advisors of Tampa Bay LLC ($4.99M), Swisher Financial Concepts Inc. ($2.38M), and Commonwealth Equity Services LLC ($2.22M).Learn more on JPLD's institutional investors.

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

Of the 24 institutional investors that purchased JPMorgan Limited Duration Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($8.49M), Raymond James & Associates ($178.59K), LPL Financial LLC ($160.25K), Commonwealth Equity Services LLC ($152.83K), MONECO Advisors LLC ($106.01K), Epoch Investment Partners Inc. ($46.89K), and D.A. Davidson & CO. ($31.36K).

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

Institutional investors have bought a total of 9,319,151 shares in the last 24 months. This purchase volume represents approximately $465.37M in transactions.

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

The following institutional investors have sold JPMorgan Limited Duration Bond ETF stock in the last 24 months: Wealth Advisors of Tampa Bay LLC ($100.93K), Commonwealth Equity Services LLC ($92.07K), MONECO Advisors LLC ($10.93K), Epoch Investment Partners Inc. ($3.45K), Private Trust Co. NA ($1.36K), Swisher Financial Concepts Inc. ($1.29K), and Lincoln National Corp ($771.00).

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

Institutional investors have sold a total of 211,192 shares in the last 24 months. This volume of shares sold represents approximately $10.72M in transactions.


This page (BATS:JPLD) was last updated on 5/15/2024 by MarketBeat.com Staff

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