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JPMorgan Limited Duration Bond ETF (JPLD) Institutional Ownership

JPMorgan Limited Duration Bond ETF logo
$52.14 -0.01 (-0.02%)
As of 05/14/2026 04:10 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)
101
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$119.93M
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Skip Chart & View Institutional Buying and Selling Data

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
5/13/2026 Cetera Investment Advisers120,550$6.29M0.0%-14.0%0.423%
5/6/2026 Juno Financial Group LLC166,445$8.69M3.4%N/A0.583%
5/6/2026 Allspring Global Investments Holdings LLC875,688$45.64M0.1%+217,192.3%3.069%
5/5/2026 D.A. Davidson & CO.35,625$1.86M0.0%+3.6%0.125%
5/5/2026 Members Advisory Group LLC84,693$4.42M1.5%+19.9%0.297%
5/5/2026 Bank of New York Mellon Corp8,954$467K0.0%-3.0%0.031%
5/4/2026 Bleakley Financial Group LLC96,340$5.03M0.1%+6.6%0.338%
5/4/2026 Archer Investment Corp2,040$106K0.0%N/A0.007%
5/1/2026 Fifth Third Bancorp18,078$943K0.0%+96.6%0.063%
4/30/2026 Whipplewood Advisors LLC150,354$7.85M4.1%N/A0.527%
4/29/2026 Centerpoint Advisory Group7,995$417K0.3%-8.1%0.028%
4/28/2026 Bogart Wealth LLC1,000$52K0.0%N/A0.004%
4/28/2026 Beacon Financial Advisory LLC4,925$257K0.1%-35.4%0.017%
4/27/2026 IRON Financial LLC25,834$1.35M0.6%N/A0.091%
4/27/2026 Private Advisor Group LLC178,243$9.30M0.0%+67.4%0.625%
4/27/2026 Sound Income Strategies LLC1,424$74K0.0%N/A0.005%
4/24/2026 Wagner Wealth Management LLC862$45K0.0%N/A0.003%
4/23/2026 OakTrust Wealth Advisors LLC164,982$8.61M7.8%+35.1%0.578%
4/22/2026 Janney Montgomery Scott LLC70,126$3.66M0.0%+97.0%0.246%
4/21/2026 Maridea Wealth Management LLC7,354$384K0.1%+9.9%0.026%
4/21/2026 Grey Ledge Advisors LLC70,483$3.68M0.8%-39.0%0.247%
4/20/2026 Kestra Private Wealth Services LLC3,995$209K0.0%N/A0.014%
4/20/2026 MBM Wealth Consultants LLC339,073$17.70M4.1%+11.5%1.188%
4/20/2026 Apella Capital LLC99,726$5.21M0.1%N/A0.350%
4/18/2026 Nautilus Advisors LLC61,491$3.21M2.2%-9.4%0.216%
2/27/2026 OakTrust Wealth Advisors LLC122,120$6.39M5.9%N/A0.428%
2/26/2026 TD Capital Management LLC250,959$13.14M1.2%+18.8%0.880%
2/18/2026First Commonwealth Financial Corp PA 14,476$758K0.1%-11.0%0.051%
2/17/2026 Cetera Investment Advisers140,121$7.33M0.0%+29.0%0.491%
2/17/2026Equitable Holdings Inc.65,800$3.44M0.0%+162.2%0.231%
2/17/2026Osaic Holdings Inc.76,926$4.03M0.0%+36.9%0.270%
2/17/2026 Private Advisor Group LLC106,486$5.57M0.0%+25.9%0.373%
2/17/2026Captrust Financial Advisors29,931$1.57M0.0%-7.7%0.105%
2/17/2026&PARTNERS31,606$1.66M0.0%+9.1%0.111%
2/17/2026Royal Bank of Canada7,565$396K0.0%+229.9%0.027%
2/17/2026 Beacon Financial Advisory LLC7,629$399K0.1%+11.0%0.027%
2/16/2026 Portfolio Resources Advisor Group Inc.1,538$81K0.1%N/A0.005%
2/16/2026 MML Investors Services LLC22,687$1.19M0.0%+44.7%0.080%
2/16/2026 Arax Advisory Partners3,645$191K0.0%N/A0.013%
2/13/2026 Kestra Advisory Services LLC2,566$134K0.0%N/A0.009%
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2/13/2026 Stifel Financial Corp17,354$908K0.0%N/A0.061%
2/13/2026Morgan Stanley1,354,725$70.90M0.0%+24.9%4.748%
2/13/2026 Wells Fargo & Company MN3,568$187K0.0%-96.2%0.013%
2/13/2026Kane Investment Management Inc.33,597$1.76M0.9%+6.5%0.118%
2/13/2026 Schiavi & Co LLC805,931$42.18M13.4%+9.4%2.825%
2/12/2026 Jane Street Group LLC115,050$6.02M0.0%+278.1%0.403%
2/12/2026 Commonwealth Equity Services LLC67,448$3.53M0.0%+28.9%0.236%
2/12/2026 Cloud Capital Management LLC10,376$545K0.3%+665.8%0.036%
2/12/2026 Bank of Montreal Can2,090$109K0.0%-51.7%0.007%
2/12/2026MIdWestOne Financial Group Inc.43,841$2.30M0.3%+16.6%0.154%
2/11/2026 Janney Montgomery Scott LLC35,592$1.86M0.0%+127.9%0.125%
2/11/2026GWN Securities Inc.4,094$214K0.0%N/A0.014%
2/11/2026 Cedar Mountain Advisors LLC951$50K0.0%N/A0.003%
2/11/2026 LPL Financial LLC821,298$42.99M0.0%+13.0%2.879%
2/11/2026 JPMorgan Chase & Co.37,531,466$1.96B0.1%-2.4%131.551%
2/11/2026 Capital Group Private Client Services Inc.26,603$1.39M0.0%+59.9%0.093%
2/11/2026 J.W. Cole Advisors Inc.9,164$480K0.0%+52.9%0.032%
2/10/2026Cibc World Market Inc.4,234$222K0.0%N/A0.015%
2/10/2026 WCG Wealth Advisors LLC15,099$790K0.0%+11.2%0.053%
2/10/2026Hazlett Burt & Watson Inc.6,785$353K0.1%+169.5%0.024%
2/10/2026 Northwestern Mutual Wealth Management Co.48,531$2.54M0.0%+325.4%0.170%
2/9/2026 Family Office Research LLC7,736$406K0.2%N/A0.027%
2/9/2026 Bleakley Financial Group LLC90,348$4.73M0.1%N/A0.317%
2/9/2026 Diversified Portfolios Inc.20,353$1.07M0.1%+78.9%0.071%
2/9/2026Harbour Investments Inc.3,712$194K0.0%+21.2%0.013%
2/6/2026 Intellus Advisors LLC218,133$11.42M1.5%+4.2%0.765%
2/6/2026 BlueStem Wealth Partners LLC10,013$524K0.1%+80.9%0.035%
2/6/2026 HighTower Advisors LLC288,137$15.08M0.0%+18.7%1.010%
2/5/2026 Northwestern Mutual Wealth Management Co.36,504$1.91M0.0%+220.0%0.128%
2/5/2026 Boulder Wealth Advisors LLC36,246$1.90M0.8%-76.8%0.127%
2/5/2026 WJ Wealth Management LLC17,737$928K0.4%+43.0%0.062%
2/5/2026 Grey Ledge Advisors LLC115,551$6.05M1.4%+5.7%0.405%
2/4/2026 Moneco Advisors LLC92,592$4.85M0.4%+26.0%0.325%
2/4/2026 Drive Wealth Management LLC163,632$8.60M1.7%+44.1%0.574%
2/3/2026 Centerpoint Advisory Group8,698$455K0.4%-9.1%0.030%
2/2/2026 Truist Financial Corp17,261$903K0.0%-3.9%0.061%
2/2/2026 Composition Wealth LLC891,312$46.65M0.7%+20.2%3.124%
2/2/2026Vawter Financial Ltd.11,385$596K0.3%+137.7%0.040%
2/2/2026 Fifth Third Bancorp9,195$481K0.0%N/A0.032%
1/30/2026 M&T Bank Corp1,046,425$54.77M0.2%+3.0%3.668%
1/29/2026Comerica Bank17,850$934K0.0%-5.5%0.063%
1/29/2026 D.A. Davidson & CO.34,381$1.80M0.0%-3.8%0.121%
1/28/2026Diversified Enterprises LLC6,655$348K0.0%+28.3%0.023%
1/28/2026 M&T Bank Corp74,480$3.90M0.0%-92.7%0.261%
1/27/2026 Members Advisory Group LLC70,628$3.70M1.4%+10.3%0.248%
1/26/2026 AE Wealth Management LLC78,995$4.13M0.0%+2,820.3%0.277%
1/26/2026 Private Trust Co. NA9,479$496K0.0%+19.2%0.033%
1/26/2026 MBM Wealth Consultants LLC304,150$15.92M3.8%+11.5%1.066%
1/23/2026 Farther Finance Advisors LLC104,553$5.47M0.1%N/A0.366%
1/22/2026 Nautilus Advisors LLC67,885$3.55M2.3%+39.6%0.238%
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1/21/2026 Planning Directions Inc.4,103$215K0.1%N/A0.014%
1/21/2026 Stonebridge Financial Group LLC219,755$11.50M1.0%-0.1%0.770%
1/20/2026 Savvy Advisors Inc.33,559$1.76M0.1%N/A0.118%
1/15/2026 Essential Planning LLC.161,716$8.46M2.7%+66.8%0.567%
1/15/2026 Jaffetilchin Investment Partners LLC8,394$439K0.0%-16.7%0.029%
1/14/2026 Wealthcare Advisory Partners LLC63,030$3.30M0.1%+9.1%0.221%
1/13/2026 FMA Wealth Management LLC236,156$12.36M8.0%-0.3%0.828%
1/12/2026 Bulwark Capital Corp138,476$7.25M5.2%+11.4%0.485%
1/12/2026 KWB Wealth12,151$636K0.1%+92.4%0.043%
1/8/2026 Maridea Wealth Management LLC6,689$350K0.1%N/A0.023%


JPLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 125 institutional investors and hedge funds held shares of JPMorgan Limited Duration Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.96B), Morgan Stanley ($70.90M), UBS Group AG ($54.96M), M&T Bank Corp ($54.77M), Composition Wealth LLC ($46.65M), Allspring Global Investments Holdings LLC ($45.64M), and LPL Financial LLC ($42.99M).Learn more on JPMorgan Limited Duration Bond ETF's institutional investors.

Of the 117 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. ($30.04M), M&T Bank Corp ($1.08M), Essential Planning LLC. ($992.74K), Allspring Global Investments Holdings LLC ($875.29K), Schiavi & Co LLC ($787.61K), Miracle Mile Advisors LLC ($643.13K), and MBM Wealth Consultants LLC ($339.07K).

Institutional investors have bought a total of 34,564,076 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

Of the 31 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: M&T Bank Corp ($971.91K), JPMorgan Chase & Co. ($936.11K), Boulder Wealth Advisors LLC ($119.95K), Wells Fargo & Company MN ($90.36K), Stonebridge Financial Group LLC ($58.20K), Grey Ledge Advisors LLC ($45.07K), and Cetera Investment Advisers ($19.57K).

Institutional investors have sold a total of 2,292,143 shares in the last 24 months. This volume of shares sold represents approximately $119.93M in transactions.


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This page (BATS:JPLD) was last updated on 5/15/2026 by MarketBeat.com Staff.
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