JPMorgan Ltd. Duration ETFJPLDETF
13F holders, Q2 2024 (June 30)45holders −1
2new positions
3sold out
1famous investor
$51.20avg. 13F price*
At the end of Q2 2024, 45 institutions reported holding JPMorgan Ltd. Duration ETF (JPLD) in their 13F filings, down 1 from Q1 2024. 2 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($431.4M), Raymond James & Associates ($9.7M) and LPL Financial LLC ($9.0M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $966K |
| Exits | 3 | $507K |
All 13F filers, Q1 2024 → Q2 2024: 350,453 shares bought and 715,454 shares sold, net −365,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| JPMorgan Chase & Co. | 0.04% | Add +2.2% | 8,426,500 | $431.4M |
| Raymond James & Associates | 0.01% | Add +5.8% | 188,875 | $9.7M |
| LPL Financial LLC | 0.00% | Add +16.3% | 174,939 | $9.0M |
| Morgan Stanley | 0.00% | Add +27.3% | 156,572 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -1.7% | 123,341 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -14.2% | 122,684 | $6.3M |
| Bank of America Corp. | 0.00% | Reduce -16.1% | 115,248 | $5.9M |
| Moneco Advisors, LLC | 0.72% | Reduce -4.6% | 95,767 | $4.9M |
| Wealth Advisors of Tampa Bay, LLC | 1.96% | Reduce -0.9% | 81,887 | $4.2M |
| Captrust Financial Advisors | 0.01% | Reduce -89.3% | 67,234 | $3.4M |
| Financial Connections Group, Inc. | 1.51% | Add +5672600.0% | 56,727 | $2.9M |
| Swisher Financial Concepts, Inc. | 2.47% | Add +1.4% | 47,729 | $2.4M |
| Epoch Investment Partners, Inc. | 0.01% | No change | 43,439 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.2% | 37,375 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.3% | 31,745 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.3% | 31,024 | $1.6M |
| Saiph Capital, LLC | 0.60% | Reduce -0.8% | 26,464 | $1.4M |
| MIdWestOne Financial Group, Inc. | 0.22% | Add +136.9% | 24,273 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +52.5% | 21,733 | $1.1M |
| Citadel Advisors | 0.00% | Add +6.9% | 18,929 | $969K |
| Cetera Investment Advisers | 0.00% | Reduce -31.6% | 18,891 | $967K |
| &partners | 0.04% | New | 17,230 | $882K |
| Jane Street Group, LLC | 0.00% | Reduce -84.3% | 14,183 | $726K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 10,322 | $528K |
| PFG Advisors | 0.03% | No change | 9,118 | $467K |
| Jones Financial Companies LLLP | 0.00% | Add +76.8% | 8,719 | $446K |
| UBS Group AG | 0.00% | Reduce -8.8% | 6,903 | $353K |
| Raymond James Trust N.A. | 0.01% | No change | 6,496 | $333K |
| Creative Planning | 0.00% | No change | 6,016 | $308K |
| Private Trust Co. NA | 0.03% | Reduce -7.0% | 5,998 | $307K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.1% | 5,311 | $272K |
| KWB Wealth | 0.03% | No change | 4,176 | $213K |
| PFG Investments, LLC | 0.01% | No change | 4,101 | $210K |
| Bank of Montreal | 0.00% | New | 1,640 | $84K |
| Allworth Financial LP | 0.00% | Reduce -24.0% | 916 | $47K |
| Harbour Investments, Inc. | 0.00% | Add +62.9% | 712 | $36K |
| GoalVest Advisory LLC | 0.01% | Add +1.1% | 552 | $28K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 530 | $27K |
| Royal Bank of Canada | 0.00% | No change | 210 | $11K |
| Cwm, LLC | 0.00% | No change | 126 | $6K |
| Wagner Wealth Management, LLC | 0.00% | No change | 90 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 41 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 33 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -46.5% | 23 | $1K |
| FMR LLC | 0.00% | No change | 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.