JPMorgan Ltd. Duration ETFJPLDETF
13F holders, Q3 2024 (September 30)61holders +16
21new positions
5sold out
1famous investor
$52.15avg. 13F price*
At the end of Q3 2024, 61 institutions reported holding JPMorgan Ltd. Duration ETF (JPLD) in their 13F filings, up 16 from Q2 2024. 21 opened new positions and 5 sold out. The largest holders were JPMorgan Chase & Co. ($439.4M), Composition Wealth, LLC ($28.6M) and LPL Financial LLC ($13.5M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $62.2M |
| Exits | 5 | $11.4M |
All 13F filers, Q2 2024 → Q3 2024: 1,500,683 shares bought and 322,669 shares sold, net +1,178,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| JPMorgan Chase & Co. | 0.04% | No change | 8,426,500 | $439.4M |
| Composition Wealth, LLC | 0.66% | New | 548,073 | $28.6M |
| LPL Financial LLC | 0.01% | Add +48.5% | 259,764 | $13.5M |
| FMA Wealth Management, LLC | 8.62% | New | 227,898 | $11.9M |
| Bank of America Corp. | 0.00% | Add +94.0% | 223,584 | $11.7M |
| Raymond James & Associates | 0.01% | Add +3.9% | 196,280 | $10.2M |
| Morgan Stanley | 0.00% | Add +24.3% | 194,595 | $10.1M |
| MBM Wealth Consultants, LLC | 2.91% | New | 176,609 | $9.2M |
| Wells Fargo & Company | 0.00% | Reduce -25.5% | 91,835 | $4.8M |
| Moneco Advisors, LLC | 0.59% | Reduce -5.5% | 90,455 | $4.7M |
| Wealth Advisors of Tampa Bay, LLC | 1.81% | Add +1.8% | 83,348 | $4.3M |
| Wbi Investments, LLC | 0.76% | New | 60,668 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -15.6% | 56,726 | $3.0M |
| MIdWestOne Financial Group, Inc. | 0.30% | Add +68.9% | 41,003 | $2.1M |
| Mountain Capital Investment Advisors Inc. | 0.42% | New | 36,974 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.5% | 33,178 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +50.9% | 32,795 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.7% | 31,120 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +443.8% | 28,881 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -7.3% | 28,772 | $1.5M |
| Saiph Capital, LLC | 0.65% | Add +0.1% | 26,496 | $1.4M |
| Truist Financial Corp. | 0.00% | New | 23,875 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | New | 23,845 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -0.9% | 18,728 | $977K |
| &partners | 0.02% | Add +6.0% | 18,272 | $953K |
| Synergy Asset Management, LLC | 0.14% | New | 18,090 | $943K |
| Citadel Advisors | 0.00% | Reduce -8.6% | 17,307 | $903K |
| Flow Traders U.S. LLC | 0.04% | New | 16,135 | $841K |
| Swisher Financial Concepts, Inc. | 0.41% | Reduce -73.8% | 12,523 | $650K |
| Essential Planning, LLC. | 0.23% | New | 10,824 | $564K |
| Jones Financial Companies LLLP | 0.00% | Add +20.7% | 10,527 | $549K |
| Raymond James Trust N.A. | 0.01% | Add +44.6% | 9,394 | $490K |
| PFG Advisors | 0.03% | No change | 9,118 | $476K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.4% | 9,041 | $471K |
| Jane Street Group, LLC | 0.00% | Reduce -37.5% | 8,863 | $462K |
| PFG Investments, LLC | 0.03% | Add +107.4% | 8,505 | $444K |
| MML Investors Services, LLC | 0.00% | New | 8,079 | $421K |
| TD Capital Management LLC | 0.04% | New | 7,279 | $380K |
| TD Waterhouse Canada Inc. | 0.00% | New | 6,991 | $363K |
| UBS Group AG | 0.00% | Reduce -3.0% | 6,696 | $349K |
| Creative Planning | 0.00% | No change | 6,016 | $314K |
| Private Trust Co. NA | 0.03% | Reduce -1.6% | 5,902 | $308K |
| FRG Family Wealth Advisors LLC | 0.05% | New | 5,800 | $302K |
| NewEdge Advisors, LLC | 0.00% | New | 4,324 | $225K |
| KWB Wealth | 0.03% | Add +0.6% | 4,199 | $215K |
| Old Mission Capital LLC | 0.00% | New | 4,096 | $214K |
| Private Advisor Group, LLC | 0.00% | New | 4,059 | $212K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,055 | $211K |
| Mgo One Seven LLC | 0.01% | New | 3,900 | $203K |
| Royal Bank of Canada | 0.00% | Add +1536.2% | 3,436 | $179K |
| Bank of Montreal | 0.00% | Add +21.9% | 1,999 | $104K |
| Harbour Investments, Inc. | 0.00% | Add +49.9% | 1,067 | $56K |
| Allworth Financial LP | 0.00% | No change | 916 | $48K |
| Creative Financial Designs Inc. | 0.00% | New | 890 | $46K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 870 | $45K |
| GoalVest Advisory LLC | 0.01% | Add +1.1% | 558 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 530 | $28K |
| Global Retirement Partners, LLC | 0.00% | Add +1063.6% | 384 | $20K |
| Cwm, LLC | 0.00% | No change | 126 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 41 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 23 | $1K |
"% of holder's portfolio" is JPLD's weight in each manager's 13F, not the share of JPMorgan Ltd. Duration ETF the manager owns.