JPMorgan Ltd. Duration ETFJPLDETF
13F holders, Q2 2026 (June 30)163holders +18
35new positions
18sold out
$52.20avg. 13F price*
At the end of Q2 2026, 163 institutions reported holding JPMorgan Ltd. Duration ETF (JPLD) in their 13F filings, up 18 from Q1 2026. 35 opened new positions and 18 sold out. The largest holders were JPMorgan Chase & Co. ($2.3B), FMR LLC ($125.3M) and Captrust Financial Advisors ($81.9M).
- Company
- JPMorgan Ltd. Duration ETF
- CUSIP
- 46654Q773
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $92.5M |
| Exits | 18 | $28.0M |
All 13F filers, Q1 2026 → Q2 2026: 5,571,332 shares bought and 3,274,476 shares sold, net +2,296,856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| JPMorgan Chase & Co. | 0.13% | Reduce -3.1% | 43,927,253 | $2.3B |
| FMR LLC | 0.01% | Add +51090.5% | 2,401,346 | $125.3M |
| Captrust Financial Advisors | 0.13% | Reduce -3.5% | 1,569,546 | $81.9M |
| Morgan Stanley | 0.00% | Add +5.8% | 1,528,082 | $79.8M |
| M&T Bank Corp | 0.17% | Add +4.4% | 1,114,155 | $58.1M |
| LPL Financial LLC | 0.01% | Reduce -9.9% | 1,040,372 | $54.3M |
| Schiavi & Co LLC | 13.42% | Add +8.6% | 972,807 | $50.8M |
| Composition Wealth, LLC | 0.59% | Add +5.7% | 970,536 | $50.7M |
| UBS Group AG | 0.01% | Add +8.7% | 908,104 | $47.4M |
| Wealthquest Corp | 2.29% | New | 696,093 | $36.3M |
| MBM Wealth Consultants, LLC | 5.17% | Add +51.4% | 513,387 | $26.8M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 399,217 | $20.8M |
| Scott Capital Advisors, LLC | 2.63% | Add +720.9% | 321,805 | $16.8M |
| Jones Financial Companies LLLP | 0.01% | Add +15.8% | 297,241 | $15.5M |
| Essential Planning, LLC. | 4.38% | Add +29.8% | 296,964 | $15.5M |
| TD Capital Management LLC | 1.17% | Add +3.6% | 273,341 | $14.3M |
| Spinnaker Investment Group, LLC | 2.25% | New | 269,007 | $14.0M |
| Per Stirling Capital Management, LLC. | 1.31% | New | 263,352 | $13.7M |
| Intellus Advisors LLC | 1.55% | Add +4.6% | 244,244 | $12.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.0% | 235,613 | $12.3M |
| FMA Wealth Management, LLC | 7.80% | Reduce -1.8% | 233,539 | $12.2M |
| Stonebridge Financial Group, LLC | 0.92% | Reduce -7.8% | 231,761 | $12.1M |
| HighTower Advisors, LLC | 0.01% | Add +0.9% | 211,649 | $11.0M |
| Bulwark Capital Corp | 5.78% | Reduce -16.6% | 196,887 | $10.3M |
| Wealth Advisors of Tampa Bay, LLC | 3.07% | Add +3.9% | 192,111 | $10.0M |
| OakTrust Wealth Advisors, LLC | 8.30% | Add +11.9% | 184,590 | $9.6M |
| Private Advisor Group, LLC | 0.04% | Add +2.0% | 181,890 | $9.5M |
| Juno Financial Group LLC | 3.29% | Add +6.8% | 177,780 | $9.3M |
| Kraft, Davis & Associates, LLC | 1.91% | Add +297.3% | 175,879 | $9.1M |
| Drive Wealth Management, LLC | 1.43% | Add +13.7% | 153,466 | $8.0M |
| Anchor Capital Advisors LLC | 0.21% | Add +2.8% | 141,013 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +16.4% | 140,347 | $7.3M |
| Moneco Advisors, LLC | 0.44% | Add +27.8% | 137,540 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.3% | 115,846 | $6.0M |
| Whipplewood Advisors, LLC | 4.07% | Reduce -23.0% | 115,738 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +33.6% | 115,505 | $6.0M |
| Apella Capital, LLC | 0.07% | Reduce -0.3% | 99,443 | $5.2M |
| Kintra Wealth, LLC | 0.27% | New | 98,702 | $5.1M |
| Bleakley Financial Group, LLC | 0.06% | Reduce -2.7% | 93,775 | $4.9M |
| Sunrise Financial Services, LLC | 2.91% | Add +9.4% | 93,755 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.3% | 86,516 | $4.5M |
| WBH Advisory Inc. | 0.30% | New | 85,565 | $4.5M |
| AE Wealth Management LLC | 0.02% | Add +3.5% | 83,636 | $4.4M |
| Members Advisory Group LLC | 1.19% | Reduce -3.9% | 81,398 | $4.2M |
| Turning Point Benefit Group, Inc. | 1.72% | New | 76,806 | $4.0M |
| Grey Ledge Advisors, LLC | 0.79% | Add +7.4% | 75,720 | $4.0M |
| Diversified Portfolios, Inc. | 0.23% | Add +6.9% | 59,893 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -13.0% | 57,903 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -30.0% | 56,391 | $2.9M |
| Nautilus Advisors LLC | 1.72% | Reduce -8.9% | 56,020 | $2.9M |
| Ascent Group, LLC | 0.09% | Add +78.4% | 54,982 | $2.9M |
| Insight Wealth Partners, LLC | 0.37% | New | 53,268 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.11% | New | 53,257 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +33.0% | 48,689 | $2.5M |
| Rossby Financial, LCC | 0.46% | Add +69.0% | 48,568 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.8% | 47,835 | $2.5M |
| Winebrenner Capital Management LLC | 1.44% | Reduce -0.1% | 45,345 | $2.4M |
| Cedarwood Wealth LLC | 1.72% | New | 43,630 | $2.3M |
| Savvy Advisors, Inc. | 0.05% | Add +12.4% | 42,564 | $2.2M |
| Nicolet Bankshares Inc. | 0.07% | Reduce -4.3% | 41,833 | $2.2M |
| Kane Investment Management, Inc. | 0.92% | Add +13.5% | 41,226 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.0% | 40,808 | $2.1M |
| &partners | 0.01% | Add +9.4% | 36,067 | $1.9M |
| MML Investors Services, LLC | 0.00% | Add +63.6% | 35,931 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.1% | 35,216 | $1.8M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +1.1% | 30,517 | $1.6M |
| Bfsg, LLC | 0.13% | Add +665.2% | 28,856 | $1.5M |
| IRON Financial LLC | 0.56% | Add +1.4% | 26,202 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.7% | 25,980 | $1.4M |
| First Commonwealth Financial Corp | 0.19% | Reduce -49.3% | 25,775 | $1.3M |
| Saiph Capital, LLC | 0.39% | Add +0.1% | 24,668 | $1.3M |
| TCP Asset Management, LLC | 0.14% | Reduce -41.2% | 24,151 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -65.9% | 23,924 | $1.2M |
| Hazlett, Burt & Watson, Inc. | 0.32% | Add +24.8% | 22,960 | $1.2M |
| Accretive Wealth Partners, LLC | 0.27% | Reduce -13.6% | 21,441 | $1.1M |
| Prairieview Wealth Partners, LLC | 0.82% | Add +21.7% | 21,115 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +19.8% | 20,600 | $1.1M |
| WCG Wealth Advisors LLC | 0.02% | Add +1.0% | 19,246 | $1.0M |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 18,500 | $966K |
| Fifth Third Bancorp | 0.00% | No change | 18,078 | $943K |
| Protective Life Corp. | 6.64% | Reduce -37.3% | 17,813 | $930K |
| Oppenheimer & Co. Inc. | 0.01% | Add +91.6% | 16,725 | $873K |
| KWB Wealth | 0.07% | Add +37.1% | 16,643 | $869K |
| Galvin, Gaustad & Stein, LLC | 0.06% | New | 16,470 | $860K |
| WJ Wealth Management, LLC | 0.33% | Reduce -6.8% | 16,089 | $840K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 15,414 | $804K |
| Valor Advisors LLC | 0.59% | Reduce -33.3% | 15,232 | $795K |
| BlueStem Wealth Partners, LLC | 0.08% | Add +27.5% | 15,059 | $786K |
| Planning Project LLC | 0.14% | — | 13,393 | $696K |
| Vawter Financial, Ltd. | 0.26% | Add +0.7% | 12,991 | $678K |
| Private Trust Co. NA | 0.05% | No change | 12,526 | $654K |
| Cedar Mountain Advisors, LLC | 0.11% | Add +1189.9% | 12,267 | $640K |
| Natixis Advisors, LLC | 0.00% | New | 10,806 | $564K |
| Cerity Partners LLC | 0.00% | Add +7.5% | 10,510 | $548K |
| Lakeside Advisors, INC. | 0.34% | New | 10,500 | $548K |
| Cloud Capital Management, LLC | 0.20% | Reduce -0.2% | 10,454 | $545K |
| Moors & Cabot, Inc. | 0.02% | New | 10,370 | $541K |
| Cottage Street Advisors LLC | 0.20% | New | 10,027 | $523K |
| Trellis Wealth Advisors LLC | 0.18% | New | 9,841 | $514K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.7% | 9,746 | $509K |
"% of holder's portfolio" is JPLD's weight in each manager's 13F, not the share of JPMorgan Ltd. Duration ETF the manager owns.