JPMorgan Ltd. Duration ETFJPLDETF
13F holders, Q2 2025 (June 30)94holders +15
19new positions
6sold out
1famous investor
$52.23avg. 13F price*
At the end of Q2 2025, 94 institutions reported holding JPMorgan Ltd. Duration ETF (JPLD) in their 13F filings, up 15 from Q1 2025. 19 opened new positions and 6 sold out. The largest holders were JPMorgan Chase & Co. ($1.0B), UBS Group AG ($54.1M) and M&T Bank Corp ($50.8M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $15.3M |
| Exits | 6 | $6.5M |
All 13F filers, Q1 2025 → Q2 2025: 11,584,696 shares bought and 254,943 shares sold, net +11,329,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| JPMorgan Chase & Co. | 0.07% | Add +119.2% | 19,325,509 | $1.0B |
| UBS Group AG | 0.01% | Add +5.8% | 1,035,961 | $54.1M |
| M&T Bank Corp | 0.17% | Reduce -3.0% | 972,751 | $50.8M |
| Schiavi & Co LLC | 12.80% | Add +2.6% | 722,313 | $37.7M |
| Composition Wealth, LLC | 0.61% | Add +16.4% | 698,739 | $36.5M |
| Morgan Stanley | 0.00% | Add +64.5% | 488,696 | $25.5M |
| LPL Financial LLC | 0.01% | Add +35.2% | 421,394 | $22.0M |
| Bank of America Corp. | 0.00% | Add +5.0% | 405,944 | $21.2M |
| MBM Wealth Consultants, LLC | 3.36% | Add +3.8% | 240,514 | $12.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -5.7% | 233,185 | $12.2M |
| FMA Wealth Management, LLC | 9.00% | Add +1.1% | 232,824 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Add +18.3% | 209,844 | $11.0M |
| Intellus Advisors LLC | 1.57% | Add +1.6% | 201,974 | $10.5M |
| Stonebridge Financial Group, LLC | 1.01% | Reduce -22.5% | 199,767 | $10.4M |
| TD Capital Management LLC | 0.91% | Add +14.6% | 185,521 | $9.7M |
| Bulwark Capital Corp | 5.29% | — | 120,248 | $6.3M |
| Wealth Advisors of Tampa Bay, LLC | 2.06% | Add +18.2% | 104,688 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 95,442 | $5.0M |
| Grey Ledge Advisors, LLC | 1.04% | Add +31.8% | 81,329 | $4.2M |
| Moneco Advisors, LLC | 0.34% | Add +2.7% | 69,728 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +338.5% | 67,179 | $3.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.45% | New | 62,376 | $3.3M |
| Members Advisory Group LLC | 1.20% | Reduce -2.0% | 61,139 | $3.2M |
| Old Mission Capital LLC | 0.08% | New | 60,965 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -4.3% | 58,916 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.3% | 54,155 | $2.8M |
| Essential Planning, LLC. | 1.03% | Add +38.1% | 53,090 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +31.2% | 44,386 | $2.3M |
| Citadel Advisors | 0.00% | Add +8.8% | 41,108 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +66.9% | 40,967 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +6.1% | 40,461 | $2.1M |
| Winebrenner Capital Management LLC | 1.67% | Add +27.4% | 39,716 | $2.1M |
| Nautilus Advisors LLC | 1.49% | Add +89.3% | 38,796 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 38,731 | $2.0M |
| MIdWestOne Financial Group, Inc. | 0.25% | Reduce -7.2% | 36,514 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Reduce -6.6% | 35,998 | $1.9M |
| Kane Investment Management, Inc. | 0.89% | Add +172.3% | 32,415 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -14.0% | 32,146 | $1.7M |
| Ascent Group, LLC | 0.06% | New | 27,592 | $1.4M |
| &partners | 0.01% | Add +39.4% | 26,537 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.2% | 26,286 | $1.4M |
| Saiph Capital, LLC | 0.50% | Reduce -5.0% | 24,760 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -4.9% | 23,177 | $1.2M |
| HRT Financial LP | 0.00% | New | 21,047 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.5% | 20,294 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +29.3% | 16,375 | $855K |
| WCG Wealth Advisors LLC | 0.04% | Reduce -0.7% | 11,928 | $623K |
| Jaffetilchin Investment Partners, LLC | 0.04% | New | 11,526 | $602K |
| Truist Financial Corp. | 0.00% | Add +17.1% | 11,002 | $575K |
| Comerica Bank | 0.00% | Add +36.1% | 9,869 | $515K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.7% | 9,798 | $512K |
| Centerpoint Advisory Group | 0.44% | Reduce -0.2% | 9,660 | $505K |
| PFG Advisors | 0.02% | No change | 9,118 | $476K |
| MBE Wealth Management, LLC | 0.20% | New | 8,653 | $452K |
| Avantax Advisory Services, Inc. | 0.00% | New | 8,417 | $440K |
| Diversified Portfolios, Inc. | 0.04% | New | 8,388 | $438K |
| XY Planning Network, Inc. | 0.15% | New | 8,359 | $437K |
| Cerity Partners LLC | 0.00% | Add +0.5% | 8,319 | $435K |
| Good Life Advisors, LLC | 0.03% | New | 7,726 | $404K |
| Janney Montgomery Scott LLC | 0.00% | New | 7,039 | $368K |
| Private Trust Co. NA | 0.03% | Add +11.1% | 6,401 | $334K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,232 | $325K |
| Creative Planning | 0.00% | No change | 6,016 | $314K |
| BlueStem Wealth Partners, LLC | 0.04% | Reduce -15.5% | 5,902 | $308K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 5,683 | $297K |
| Swisher Financial Concepts, Inc. | 0.19% | Reduce -7.0% | 5,592 | $292K |
| KWB Wealth | 0.04% | Add +36.9% | 5,544 | $288K |
| Beacon Financial Advisory LLC | 0.07% | New | 5,187 | $271K |
| McLean Asset Management Corp | 0.07% | New | 4,992 | $260K |
| PFG Investments, LLC | 0.01% | Reduce -55.0% | 4,101 | $214K |
| Benjamin Edwards Inc. | 0.00% | Reduce -49.4% | 3,875 | $202K |
| NewEdge Advisors, LLC | 0.00% | Add +36.2% | 2,896 | $151K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 2,716 | $142K |
| Royal Bank of Canada | 0.00% | Add +256.8% | 2,337 | $122K |
| Arax Advisory Partners | 0.01% | Add +203.4% | 2,115 | $110K |
| Bank of Montreal | 0.00% | Add +0.9% | 2,054 | $107K |
| Harbour Investments, Inc. | 0.00% | Add +10.8% | 2,026 | $106K |
| Geneos Wealth Management Inc. | 0.00% | Add +45.3% | 1,757 | $92K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 1,726 | $90K |
| Rossby Financial, LCC | 0.02% | No change | 968 | $51K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 851 | $44K |
| Allworth Financial LP | 0.00% | No change | 723 | $38K |
| Global Retirement Partners, LLC | 0.00% | — | 624 | $33K |
| GoalVest Advisory LLC | 0.01% | Add +1.1% | 577 | $30K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 384 | $20K |
| AE Wealth Management LLC | 0.00% | Add +1705.0% | 361 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 281 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | New | 249 | $13K |
| Cwm, LLC | 0.00% | No change | 126 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.0% | 103 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 51 | $3K |
| Principal Securities, Inc. | 0.00% | Reduce -34.4% | 42 | $2K |
| 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.