JPMorgan Ltd. Duration ETFJPLDETF
13F holders, Q1 2024 (March 31)46holders
1famous investor
$50.94avg. 13F price*
At the end of Q1 2024, 46 institutions reported holding JPMorgan Ltd. Duration ETF (JPLD) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($420.2M), Captrust Financial Advisors ($32.1M) and Raymond James & Associates ($9.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Ltd. Duration ETF
- CUSIP
- 46654Q773
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $13.8M |
| Exits | 3 | $1.9M |
Ownership 46 holders
| JPMorgan Chase & Co. | 0.04% | No change | 8,248,458 | $420.2M |
| Captrust Financial Advisors | 0.12% | Add +28.2% | 630,047 | $32.1M |
| Raymond James & Associates | 0.01% | New | 178,587 | $9.1M |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 150,447 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | Add +7.8% | 142,904 | $7.3M |
| Bank of America Corp. | 0.00% | Reduce -13.8% | 137,415 | $7.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 125,526 | $6.4M |
| Morgan Stanley | 0.00% | Add +1.7% | 123,004 | $6.3M |
| Moneco Advisors, LLC | 0.81% | Reduce -5.5% | 100,365 | $5.1M |
| Jane Street Group, LLC | 0.01% | Add +556.8% | 90,122 | $4.6M |
| Wealth Advisors of Tampa Bay, LLC | 2.00% | Reduce -16.3% | 82,599 | $4.2M |
| Swisher Financial Concepts, Inc. | 2.07% | Reduce -2.7% | 47,075 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -67.9% | 43,573 | $2.2M |
| Epoch Investment Partners, Inc. | 0.01% | Reduce -7.4% | 43,439 | $2.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.8% | 31,108 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 30,726 | $1.6M |
| Cetera Investment Advisers | 0.00% | New | 27,603 | $1.4M |
| Saiph Capital, LLC | 0.63% | Reduce -30.2% | 26,687 | $1.4M |
| Citadel Advisors | 0.00% | Add +8.0% | 17,714 | $902K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.6% | 14,247 | $726K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.1% | 10,380 | $529K |
| MIdWestOne Financial Group, Inc. | 0.09% | New | 10,247 | $522K |
| PFG Advisors | 0.03% | New | 9,118 | $464K |
| UBS Group AG | 0.00% | Reduce -12.3% | 7,568 | $386K |
| Raymond James Trust N.A. | 0.01% | Add +17.6% | 6,496 | $331K |
| Private Trust Co. NA | 0.04% | Reduce -25.6% | 6,449 | $329K |
| Creative Planning | 0.00% | No change | 6,016 | $306K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.5% | 5,483 | $279K |
| Lincoln National Corp. | 0.00% | Add +0.9% | 5,209 | $265K |
| Jones Financial Companies LLLP | 0.00% | New | 4,933 | $251K |
| Flow Traders U.S. LLC | 0.01% | Reduce -61.6% | 4,714 | $240K |
| KWB Wealth | 0.03% | New | 4,176 | $213K |
| PFG Investments, LLC | 0.01% | New | 4,101 | $209K |
| Allworth Financial LP | 0.00% | No change | 1,205 | $61K |
| GoalVest Advisory LLC | 0.01% | New | 546 | $28K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 530 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 437 | $22K |
| Royal Bank of Canada | 0.00% | No change | 210 | $11K |
| Cwm, LLC | 0.00% | No change | 126 | $6K |
| Wagner Wealth Management, LLC | 0.00% | New | 90 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | New | 43 | $2K |
| IFP Advisors, Inc | 0.00% | New | 41 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 33 | $2K |
| Colonial Trust Co / SC | 0.00% | No change | 25 | $1K |
| Financial Connections Group, Inc. | 0.00% | New | 1 | $1K |
| FMR LLC | 0.00% | New | 1 | $51 |
"% of holder's portfolio" is JPLD's weight in each manager's 13F, not the share of JPMorgan Ltd. Duration ETF the manager owns.