JPMorgan Ltd. Duration ETFJPLDETF
13F holders, Q1 2025 (March 31)79holders +4
13new positions
8sold out
1famous investor
$52.02avg. 13F price*
At the end of Q1 2025, 79 institutions reported holding JPMorgan Ltd. Duration ETF (JPLD) in their 13F filings, up 4 from Q4 2024. 13 opened new positions and 8 sold out. The largest holders were JPMorgan Chase & Co. ($458.5M), M&T Bank Corp ($52.1M) and UBS Group AG ($50.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $45.3M |
| Exits | 8 | $5.2M |
All 13F filers, Q4 2024 → Q1 2025: 3,134,299 shares bought and 1,118,544 shares sold, net +2,015,755 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| JPMorgan Chase & Co. | 0.04% | Add +4.6% | 8,816,974 | $458.5M |
| M&T Bank Corp | 0.19% | Add +17.2% | 1,002,881 | $52.1M |
| UBS Group AG | 0.01% | Add +14956.4% | 978,968 | $50.9M |
| Schiavi & Co LLC | 13.43% | New | 703,993 | $36.6M |
| Composition Wealth, LLC | 0.63% | Add +3.4% | 600,504 | $31.2M |
| Bank of America Corp. | 0.00% | Add +32.2% | 386,539 | $20.1M |
| LPL Financial LLC | 0.01% | Add +1.9% | 311,681 | $16.2M |
| Morgan Stanley | 0.00% | Add +46.7% | 297,109 | $15.4M |
| Stonebridge Financial Group, LLC | 1.43% | Add +16.6% | 257,656 | $13.4M |
| HighTower Advisors, LLC | 0.02% | Add +88.6% | 247,299 | $12.9M |
| MBM Wealth Consultants, LLC | 3.56% | Add +6.7% | 231,678 | $12.0M |
| FMA Wealth Management, LLC | 9.21% | Add +0.2% | 230,299 | $12.0M |
| Intellus Advisors LLC | 1.81% | Add +3.4% | 198,782 | $10.3M |
| Raymond James Financial Inc. | 0.00% | Add +148.9% | 177,363 | $9.2M |
| TD Capital Management LLC | 0.85% | Add +126.1% | 161,962 | $8.4M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 93,504 | $4.9M |
| Wealth Advisors of Tampa Bay, LLC | 1.87% | Add +4.6% | 88,558 | $4.6M |
| Moneco Advisors, LLC | 0.37% | Reduce -12.8% | 67,870 | $3.5M |
| Members Advisory Group LLC | 1.36% | Add +3.6% | 62,419 | $3.2M |
| Grey Ledge Advisors, LLC | 0.84% | Add +164.1% | 61,708 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +24.1% | 61,592 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +68.0% | 61,025 | $3.2M |
| Coppell Advisory Solutions LLC | 0.37% | New | 45,069 | $2.7M |
| MIdWestOne Financial Group, Inc. | 0.29% | Reduce -2.7% | 39,359 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +140.0% | 39,103 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Add +1.7% | 38,528 | $2.0M |
| Essential Planning, LLC. | 0.81% | Reduce -95.6% | 38,430 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +24.8% | 38,126 | $2.0M |
| Citadel Advisors | 0.00% | New | 37,787 | $2.0M |
| Captrust Financial Advisors | 0.00% | Reduce -23.8% | 37,377 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +36.8% | 33,822 | $1.8M |
| Winebrenner Capital Management LLC | 1.46% | Add +25.3% | 31,168 | $1.6M |
| Saiph Capital, LLC | 0.65% | Reduce -1.7% | 26,054 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +80.0% | 24,543 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +192.4% | 24,372 | $1.3M |
| Nautilus Advisors LLC | 0.88% | New | 20,498 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.7% | 20,191 | $1.0M |
| &partners | 0.01% | Add +4.7% | 19,031 | $989K |
| Flow Traders U.S. LLC | 0.04% | Add +93.9% | 18,710 | $973K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.8% | 17,572 | $914K |
| Private Advisor Group, LLC | 0.00% | Reduce -26.8% | 15,319 | $797K |
| Equitable Holdings, Inc. | 0.01% | New | 12,669 | $659K |
| WCG Wealth Advisors LLC | 0.05% | Add +11.5% | 12,009 | $624K |
| Kane Investment Management, Inc. | 0.30% | New | 11,906 | $619K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.0% | 9,869 | $513K |
| Centerpoint Advisory Group | 0.49% | Reduce -1.3% | 9,679 | $503K |
| Truist Financial Corp. | 0.00% | Add +2.7% | 9,391 | $488K |
| PFG Advisors | 0.03% | No change | 9,118 | $474K |
| PFG Investments, LLC | 0.03% | Add +2.8% | 9,103 | $473K |
| Cerity Partners LLC | 0.00% | New | 8,279 | $431K |
| Foster & Motley Inc. | 0.03% | No change | 7,730 | $402K |
| Benjamin Edwards Inc. | 0.01% | New | 7,653 | $398K |
| Comerica Bank | 0.00% | New | 7,250 | $377K |
| BlueStem Wealth Partners, LLC | 0.05% | Reduce -95.7% | 6,982 | $363K |
| Swisher Financial Concepts, Inc. | 0.26% | Add +5.0% | 6,016 | $313K |
| Creative Planning | 0.00% | No change | 6,016 | $313K |
| Private Trust Co. NA | 0.03% | Reduce -2.6% | 5,764 | $300K |
| Vawter Financial, Ltd. | 0.14% | New | 4,800 | $250K |
| KWB Wealth | 0.03% | Add +1.6% | 4,050 | $209K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,000 | $156K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.3% | 2,715 | $141K |
| NewEdge Advisors, LLC | 0.00% | Reduce -46.7% | 2,126 | $111K |
| Bank of Montreal | 0.00% | Add +0.9% | 2,035 | $106K |
| Harbour Investments, Inc. | 0.00% | Add +36.2% | 1,829 | $95K |
| Flagship Wealth Advisors, LLC | 0.04% | Reduce -17.0% | 1,726 | $90K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,209 | $63K |
| Rossby Financial, LCC | 0.02% | New | 968 | $50K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 842 | $44K |
| Allworth Financial LP | 0.00% | No change | 723 | $37K |
| Arax Advisory Partners | 0.00% | New | 697 | $36K |
| Royal Bank of Canada | 0.00% | Add +59.8% | 655 | $34K |
| GoalVest Advisory LLC | 0.01% | Add +1.1% | 571 | $30K |
| Cwm, LLC | 0.00% | No change | 126 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.0% | 102 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 64 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 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% | Reduce -9.1% | 20 | $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.