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JPMorgan Limited Duration Bond ETF (JPLD) Institutional Ownership

JPMorgan Limited Duration Bond ETF logo
$51.96 +0.06 (+0.12%)
As of 07/14/2026 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)
103
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$123.49M
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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
7/10/2026 KWB Wealth16,643$869K0.1%+37.1%0.058%
7/10/2026 Scott Capital Advisors LLC321,805$16.80M2.6%+720.9%1.128%
7/10/2026 Spinnaker Investment Group LLC269,007$14.04M2.2%N/A0.943%
7/10/2026 Wealthcare Advisory Partners LLC57,903$3.02M0.1%-13.0%0.203%
7/9/2026 Kraft Davis & Associates LLC175,879$9.14M1.9%+297.3%0.616%
7/8/2026 Apella Capital LLC99,443$5.17M0.1%-0.3%0.349%
7/6/2026 Stonebridge Financial Group LLC231,761$12.10M0.9%-7.8%0.812%
7/6/2026 Bulwark Capital Corp196,887$10.28M5.8%-16.6%0.690%
7/2/2026 Cedar Mountain Advisors LLC12,267$640K0.1%+1,189.9%0.043%
6/18/2026Western Wealth Management LLC2,940$153K0.0%N/A0.010%
6/1/2026Flagship Wealth Advisors LLC1,328$69K0.0%-17.6%0.005%
5/19/2026Western Wealth Management LLC2,940$153K0.0%N/A0.010%
5/19/2026Bank of America Corp DE402,817$21.02M0.0%+3.5%1.412%
5/18/2026Royal Bank of Canada8,233$430K0.0%+8.8%0.029%
5/15/2026Vawter Financial Ltd.12,897$673K0.3%+13.3%0.045%
5/13/2026Cetera Investment Advisers120,550$6.29M0.0%-14.0%0.423%
5/6/2026Juno Financial Group LLC166,445$8.69M3.4%N/A0.583%
5/6/2026Allspring Global Investments Holdings LLC875,688$45.64M0.1%+217,192.3%3.069%
5/5/2026D.A. Davidson & CO.35,625$1.86M0.0%+3.6%0.125%
5/5/2026Members Advisory Group LLC84,693$4.42M1.5%+19.9%0.297%
5/5/2026Bank of New York Mellon Corp8,954$467K0.0%-3.0%0.031%
5/4/2026Bleakley Financial Group LLC96,340$5.03M0.1%+6.6%0.338%
5/4/2026Archer Investment Corp2,040$106K0.0%N/A0.007%
5/1/2026Fifth Third Bancorp18,078$943K0.0%+96.6%0.063%
4/30/2026Whipplewood Advisors LLC150,354$7.85M4.1%N/A0.527%
4/29/2026Centerpoint Advisory Group7,995$417K0.3%-8.1%0.028%
4/28/2026Bogart Wealth LLC1,000$52K0.0%N/A0.004%
4/28/2026Beacon Financial Advisory LLC4,925$257K0.1%-35.4%0.017%
4/27/2026IRON Financial LLC25,834$1.35M0.6%N/A0.091%
4/27/2026Private Advisor Group LLC178,243$9.30M0.0%+67.4%0.625%
4/27/2026Sound Income Strategies LLC1,424$74K0.0%N/A0.005%
4/24/2026Wagner Wealth Management LLC862$45K0.0%N/A0.003%
4/23/2026OakTrust Wealth Advisors LLC164,982$8.61M7.8%+35.1%0.578%
4/22/2026Janney Montgomery Scott LLC70,126$3.66M0.0%+97.0%0.246%
4/21/2026Maridea Wealth Management LLC7,354$384K0.1%+9.9%0.026%
4/21/2026Grey Ledge Advisors LLC70,483$3.68M0.8%-39.0%0.247%
4/20/2026Kestra Private Wealth Services LLC3,995$209K0.0%N/A0.014%
4/20/2026MBM Wealth Consultants LLC339,073$17.70M4.1%+11.5%1.188%
4/20/2026 Apella Capital LLC99,726$5.21M0.1%N/A0.350%
4/18/2026Nautilus Advisors LLC61,491$3.21M2.2%-9.4%0.216%
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2/27/2026OakTrust Wealth Advisors LLC122,120$6.39M5.9%N/A0.428%
2/26/2026TD 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%
2/17/2026Cetera 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%
2/17/2026Private 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%
2/17/2026Beacon Financial Advisory LLC7,629$399K0.1%+11.0%0.027%
2/16/2026Portfolio Resources Advisor Group Inc.1,538$81K0.1%N/A0.005%
2/16/2026MML Investors Services LLC22,687$1.19M0.0%+44.7%0.080%
2/16/2026Arax Advisory Partners3,645$191K0.0%N/A0.013%
2/13/2026Kestra Advisory Services LLC2,566$134K0.0%N/A0.009%
2/13/2026Stifel Financial Corp17,354$908K0.0%N/A0.061%
2/13/2026Morgan Stanley1,354,725$70.90M0.0%+24.9%4.748%
2/13/2026Wells 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%
2/13/2026Schiavi & Co LLC805,931$42.18M13.4%+9.4%2.825%
2/12/2026Jane Street Group LLC115,050$6.02M0.0%+278.1%0.403%
2/12/2026Commonwealth Equity Services LLC67,448$3.53M0.0%+28.9%0.236%
2/12/2026Cloud Capital Management LLC10,376$545K0.3%+665.8%0.036%
2/12/2026Bank 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%
2/11/2026Janney 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%
2/11/2026LPL Financial LLC821,298$42.99M0.0%+13.0%2.879%
2/11/2026JPMorgan Chase & Co.37,531,466$1.96B0.1%-2.4%131.551%
2/11/2026Capital Group Private Client Services Inc.26,603$1.39M0.0%+59.9%0.093%
2/11/2026J.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%
2/10/2026WCG Wealth Advisors LLC15,099$790K0.0%+11.2%0.053%
2/10/2026Hazlett Burt & Watson Inc.6,785$353K0.1%+169.5%0.024%
2/10/2026Northwestern Mutual Wealth Management Co.48,531$2.54M0.0%+325.4%0.170%
2/9/2026Family Office Research LLC7,736$406K0.2%N/A0.027%
2/9/2026Bleakley Financial Group LLC90,348$4.73M0.1%N/A0.317%
2/9/2026Diversified Portfolios Inc.20,353$1.07M0.1%+78.9%0.071%
2/9/2026Harbour Investments Inc.3,712$194K0.0%+21.2%0.013%
2/6/2026Intellus Advisors LLC218,133$11.42M1.5%+4.2%0.765%
2/6/2026BlueStem Wealth Partners LLC10,013$524K0.1%+80.9%0.035%
2/6/2026HighTower Advisors LLC288,137$15.08M0.0%+18.7%1.010%
2/5/2026Northwestern Mutual Wealth Management Co.36,504$1.91M0.0%+220.0%0.128%
2/5/2026Boulder Wealth Advisors LLC36,246$1.90M0.8%-76.8%0.127%
2/5/2026WJ Wealth Management LLC17,737$928K0.4%+43.0%0.062%
2/5/2026Grey Ledge Advisors LLC115,551$6.05M1.4%+5.7%0.405%
2/4/2026Moneco Advisors LLC92,592$4.85M0.4%+26.0%0.325%
2/4/2026Drive Wealth Management LLC163,632$8.60M1.7%+44.1%0.574%
2/3/2026Centerpoint Advisory Group8,698$455K0.4%-9.1%0.030%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/2/2026Truist Financial Corp17,261$903K0.0%-3.9%0.061%
2/2/2026Composition Wealth LLC891,312$46.65M0.7%+20.2%3.124%
2/2/2026Vawter Financial Ltd.11,385$596K0.3%+137.7%0.040%
2/2/2026Fifth Third Bancorp9,195$481K0.0%N/A0.032%
1/30/2026M&T Bank Corp1,046,425$54.77M0.2%+3.0%3.668%
1/29/2026Comerica Bank17,850$934K0.0%-5.5%0.063%
1/29/2026D.A. Davidson & CO.34,381$1.80M0.0%-3.8%0.121%
1/28/2026Diversified Enterprises LLC6,655$348K0.0%+28.3%0.023%
1/28/2026M&T Bank Corp74,480$3.90M0.0%-92.7%0.261%
1/27/2026Members Advisory Group LLC70,628$3.70M1.4%+10.3%0.248%


JPLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 128 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 121 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 34,979,262 shares in the last 24 months. This purchase volume represents approximately $1.83B in transactions.

Of the 34 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 ($77.87K), Grey Ledge Advisors LLC ($45.07K), and Bulwark Capital Corp ($39.33K).

Institutional investors have sold a total of 2,360,325 shares in the last 24 months. This volume of shares sold represents approximately $123.49M in transactions.


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This page (BATS:JPLD) was last updated on 7/15/2026 by MarketBeat.com Staff.
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