JPMorgan Ltd. Duration ETFJPLDETF
13F holders, Q4 2024 (December 31)75holders +14
14new positions
5sold out
$51.53avg. 13F price*
At the end of Q4 2024, 75 institutions reported holding JPMorgan Ltd. Duration ETF (JPLD) in their 13F filings, up 14 from Q3 2024. 14 opened new positions and 5 sold out. The largest holders were JPMorgan Chase & Co. ($434.1M), Essential Planning, LLC. ($44.9M) and M&T Bank Corp ($44.1M).
- Company
- JPMorgan Ltd. Duration ETF
- CUSIP
- 46654Q773
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $59.0M |
| Exits | 5 | $3.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,338,590 shares bought and 162,357 shares sold, net +2,176,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| JPMorgan Chase & Co. | 0.03% | No change | 8,426,500 | $434.1M |
| Essential Planning, LLC. | 0.29% | Add +7932.6% | 869,449 | $44.9M |
| M&T Bank Corp | 0.15% | New | 855,538 | $44.1M |
| Composition Wealth, LLC | 0.61% | Add +6.0% | 580,867 | $29.9M |
| LPL Financial LLC | 0.01% | Add +17.7% | 305,777 | $15.8M |
| Bank of America Corp. | 0.00% | Add +30.8% | 292,332 | $15.1M |
| FMA Wealth Management, LLC | 8.82% | Add +0.9% | 229,938 | $11.8M |
| Stonebridge Financial Group, LLC | 1.25% | — | 220,901 | $11.4M |
| MBM Wealth Consultants, LLC | 3.33% | Add +22.9% | 217,095 | $11.2M |
| Morgan Stanley | 0.00% | Add +4.1% | 202,540 | $10.4M |
| Intellus Advisors LLC | 1.71% | — | 192,193 | $9.9M |
| BlueStem Wealth Partners, LLC | 1.10% | — | 162,210 | $8.4M |
| HighTower Advisors, LLC | 0.01% | New | 131,099 | $6.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.2% | 91,656 | $4.7M |
| Wealth Advisors of Tampa Bay, LLC | 1.87% | Add +1.6% | 84,650 | $4.4M |
| Moneco Advisors, LLC | 0.42% | Reduce -13.9% | 77,870 | $4.0M |
| TD Capital Management LLC | 0.38% | Add +884.0% | 71,627 | $3.7M |
| Raymond James Financial Inc. | 0.00% | — | 71,269 | $3.7M |
| Members Advisory Group LLC | 1.27% | New | 60,228 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.07% | New | 49,624 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -13.5% | 49,067 | $2.5M |
| MIdWestOne Financial Group, Inc. | 0.29% | Reduce -1.4% | 40,444 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Add +31.6% | 37,868 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.7% | 36,319 | $1.9M |
| Wbi Investments, LLC | 0.45% | Reduce -42.8% | 34,725 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.9% | 30,540 | $1.6M |
| Saiph Capital, LLC | 0.62% | Add +0.0% | 26,505 | $1.4M |
| Synergy Asset Management, LLC | 0.10% | Add +42.0% | 25,689 | $1.3M |
| Winebrenner Capital Management LLC | 0.99% | — | 24,871 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +32.0% | 24,729 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | No change | 23,845 | $1.2M |
| Grey Ledge Advisors, LLC | 0.31% | New | 23,362 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +415.7% | 20,933 | $1.1M |
| &partners | 0.01% | Reduce -0.6% | 18,172 | $936K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -38.0% | 17,921 | $923K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +305.9% | 16,458 | $848K |
| Jane Street Group, LLC | 0.00% | Add +83.8% | 16,295 | $840K |
| Jones Financial Companies LLLP | 0.00% | Add +29.5% | 13,635 | $702K |
| WCG Wealth Advisors LLC | 0.04% | New | 10,772 | $555K |
| Centerpoint Advisory Group | 0.49% | — | 9,809 | $505K |
| Flow Traders U.S. LLC | 0.02% | Reduce -40.2% | 9,651 | $497K |
| Truist Financial Corp. | 0.00% | Reduce -61.7% | 9,144 | $471K |
| PFG Advisors | 0.03% | No change | 9,118 | $470K |
| PFG Investments, LLC | 0.03% | Add +4.1% | 8,855 | $456K |
| MML Investors Services, LLC | 0.00% | Add +3.2% | 8,336 | $429K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.1% | 8,223 | $424K |
| Foster & Motley Inc. | 0.03% | New | 7,730 | $398K |
| UBS Group AG | 0.00% | Reduce -2.9% | 6,502 | $335K |
| Creative Planning | 0.00% | No change | 6,016 | $310K |
| Private Trust Co. NA | 0.03% | Add +0.3% | 5,921 | $305K |
| FRG Family Wealth Advisors LLC | 0.05% | No change | 5,800 | $299K |
| Swisher Financial Concepts, Inc. | 0.35% | Reduce -54.3% | 5,727 | $295K |
| HRT Financial LP | 0.00% | New | 5,389 | $277K |
| Family Office Research LLC | 0.10% | — | 4,312 | $222K |
| KWB Wealth | 0.03% | Reduce -5.1% | 3,986 | $208K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.8% | 3,987 | $205K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +205.2% | 2,655 | $137K |
| Flagship Wealth Advisors, LLC | 0.06% | — | 2,080 | $107K |
| Bank of Montreal | 0.00% | Add +0.9% | 2,017 | $104K |
| Harbour Investments, Inc. | 0.00% | Add +25.9% | 1,343 | $69K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,209 | $62K |
| Creative Financial Designs Inc. | 0.00% | Reduce -6.4% | 833 | $43K |
| Allworth Financial LP | 0.00% | Reduce -21.1% | 723 | $37K |
| MAI Capital Management | 0.00% | New | 663 | $34K |
| GoalVest Advisory LLC | 0.01% | Add +1.3% | 565 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 530 | $27K |
| Royal Bank of Canada | 0.00% | Reduce -88.1% | 410 | $21K |
| Global Retirement Partners, LLC | 0.00% | Add +1.0% | 388 | $20K |
| Cwm, LLC | 0.00% | No change | 126 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 101 | $5K |
| Principal Securities, Inc. | 0.00% | New | 64 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 51 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 41 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 23 | $1K |
| AE Wealth Management LLC | 0.00% | New | 22 | $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.