JPMORGAN LTD DURATION ETF JPLD
$51.99
+0.1% 52w: $49.84 – $52.04
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data49.8450.9452.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
146
+22 QoQ
13F value
$3.18B
+23.2% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JPLD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 45.3M | $2.37B | 0.2% | +20.8% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.6M | $84.9M | 0.1% | +5335.8% |
| MORGAN STANLEY | Bank broker | 1.4M | $75.4M | 0.0% | +6.6% |
| LPL Financial LLC | Bank broker | 1.2M | $60.3M | 0.0% | +40.6% |
| Composition Wealth, LLC | Wealth advisor | 918.3K | $47.9M | 0.7% | +3.0% |
| Schiavi & Co LLC | Wealth advisor | 895.6K | $46.7M | 13.9% | +11.1% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 875.7K | $45.6M | 0.1% | +217192.3% |
| UBS Group AG | Bank broker | 835.2K | $43.6M | 0.0% | -20.3% |
| M&T Bank Corp | Diversified mechanical | 660.9K | $34.5M | 0.1% | -36.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 402.8K | $21.0M | 0.0% | +3.5% |
| MBM WEALTH CONSULTANTS, LLC | Wealth advisor | 339.1K | $17.7M | 4.1% | +11.5% |
| TD Capital Management LLC | Wealth advisor | 263.7K | $13.8M | 1.2% | +5.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 256.6K | $13.4M | 0.0% | +90.3% |
| Stonebridge Financial Group, LLC | Wealth advisor | 251.4K | $13.1M | 1.1% | +14.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 238.1K | $12.4M | 0.0% | +6.3% |
| FMA Wealth Management, LLC | Wealth advisor | 237.7K | $12.4M | 8.3% | +0.7% |
| Bulwark Capital Corp | Wealth advisor | 236.2K | $12.3M | 7.6% | +70.6% |
| JANE STREET GROUP, LLC | Market maker | 233.5K | $12.2M | 0.0% | +103.0% |
| Intellus Advisors LLC | Wealth advisor | 233.4K | $12.2M | 1.7% | +7.0% |
| Essential Planning, LLC. | Wealth advisor | 228.9K | $11.9M | 3.8% | +41.5% |
| HighTower Advisors, LLC | Diversified mechanical | 209.7K | $10.9M | 0.0% | -27.2% |
| Boulder Wealth Advisors, LLC | Wealth advisor | 189.3K | $9.9M | 3.9% | +422.2% |
| Wealth Advisors of Tampa Bay, LLC | Other | 184.9K | $9.7M | 3.2% | +58.2% |
| Private Advisor Group, LLC | Wealth advisor | 178.2K | $9.3M | 0.0% | +67.4% |
| Juno Financial Group LLC | Wealth advisor | 166.4K | $8.7M | 3.4% | New |
| OakTrust Wealth Advisors, LLC | Wealth advisor | 165.0K | $8.6M | 7.8% | +35.1% |
| Whipplewood Advisors, LLC | Wealth advisor | 150.4K | $7.8M | 4.1% | New |
| ANCHOR CAPITAL ADVISORS LLC | Other | 137.1K | $7.2M | 0.2% | New |
| DRIVE WEALTH MANAGEMENT, LLC | Other | 135.0K | $7.0M | 1.5% | -17.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 123.7K | $6.5M | 0.0% | +83.4% |
| Cetera Investment Advisers | Wealth advisor | 120.5K | $6.3M | 0.0% | -14.0% |
| MONECO ADVISORS, LLC | Wealth advisor | 107.6K | $5.6M | 0.4% | +16.2% |
| Apella Capital, LLC | Wealth advisor | 99.7K | $5.2M | 0.1% | New |
| Bleakley Financial Group, LLC | Wealth advisor | 96.3K | $5.0M | 0.1% | +6.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 86.5K | $4.5M | 0.0% | +12.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 86.2K | $4.5M | 0.0% | +2683.4% |
| Sunrise Financial Services, LLC | Wealth advisor | 85.7K | $4.5M | 3.2% | New |
| Members Advisory Group LLC | Wealth advisor | 84.7K | $4.4M | 1.5% | +19.9% |
| AE Wealth Management LLC | Wealth advisor | 80.8K | $4.2M | 0.0% | +2.3% |
| Equitable Holdings, Inc. | Wealth advisor | 80.5K | $4.2M | 0.0% | +22.4% |
| Grey Ledge Advisors, LLC | Wealth advisor | 70.5K | $3.7M | 0.8% | -39.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 70.1K | $3.7M | 0.0% | +97.0% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 66.5K | $3.5M | 0.1% | +5.5% |
| Nautilus Advisors LLC | Other | 61.5K | $3.2M | 2.2% | -9.4% |
| Diversified Portfolios, Inc. | Wealth advisor | 56.0K | $2.9M | 0.2% | +175.2% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 50.8K | $2.7M | 0.4% | +251.0% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | Wealth advisor | 45.4K | $2.4M | 1.5% | -1.6% |
| Kraft, Davis & Associates, LLC | Wealth advisor | 44.3K | $2.3M | 0.5% | New |
| NICOLET BANKSHARES INC | Wealth advisor | 43.7K | $2.3M | 0.1% | New |
| FLOW TRADERS U.S. LLC | Market maker | 41.1K | $2.1M | 0.1% | -88.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.