JPMorgan Ltd. Duration ETFJPLDETF
13F holders, Q3 2025 (September 30)98holders +4
15new positions
10sold out
$52.47avg. 13F price*
At the end of Q3 2025, 98 institutions reported holding JPMorgan Ltd. Duration ETF (JPLD) in their 13F filings, up 4 from Q2 2025. 15 opened new positions and 10 sold out. The largest holders were JPMorgan Chase & Co. ($2.0B), Morgan Stanley ($56.9M) and UBS Group AG ($55.0M).
- Company
- JPMorgan Ltd. Duration ETF
- CUSIP
- 46654Q773
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $17.7M |
| Exits | 10 | $8.7M |
All 13F filers, Q2 2025 → Q3 2025: 21,073,431 shares bought and 186,053 shares sold, net +20,887,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| JPMorgan Chase & Co. | 0.13% | Add +99.0% | 38,467,573 | $2.0B |
| Morgan Stanley | 0.00% | Add +121.9% | 1,084,312 | $56.9M |
| UBS Group AG | 0.01% | Add +1.1% | 1,047,402 | $55.0M |
| M&T Bank Corp | 0.18% | Add +4.5% | 1,016,260 | $53.3M |
| Composition Wealth, LLC | 0.58% | Add +6.1% | 741,365 | $38.9M |
| Schiavi & Co LLC | 12.73% | Add +1.9% | 736,392 | $38.6M |
| LPL Financial LLC | 0.01% | Add +72.5% | 727,125 | $38.2M |
| Bank of America Corp. | 0.00% | Add +18.6% | 481,515 | $25.3M |
| MBM Wealth Consultants, LLC | 3.55% | Add +13.4% | 272,722 | $14.3M |
| HighTower Advisors, LLC | 0.01% | Add +4.1% | 242,760 | $12.7M |
| FMA Wealth Management, LLC | 8.53% | Add +1.7% | 236,751 | $12.4M |
| Raymond James Financial Inc. | 0.00% | Add +7.5% | 225,531 | $11.8M |
| Stonebridge Financial Group, LLC | 1.02% | Add +10.2% | 220,070 | $11.5M |
| TD Capital Management LLC | 1.00% | Add +13.9% | 211,310 | $11.1M |
| Intellus Advisors LLC | 1.50% | Add +3.6% | 209,349 | $11.0M |
| Boulder Wealth Advisors, LLC | 3.81% | — | 156,194 | $8.2M |
| Bulwark Capital Corp | 5.07% | Add +3.4% | 124,279 | $6.5M |
| Drive Wealth Management, LLC | 1.26% | New | 113,547 | $6.0M |
| Wealth Advisors of Tampa Bay, LLC | 1.97% | Add +7.8% | 112,888 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +170.2% | 110,691 | $5.8M |
| Grey Ledge Advisors, LLC | 1.30% | Add +34.4% | 109,290 | $5.7M |
| Cetera Investment Advisers | 0.01% | Add +144.8% | 108,649 | $5.7M |
| Essential Planning, LLC. | 1.75% | Add +82.6% | 96,960 | $5.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 93,926 | $4.9M |
| Private Advisor Group, LLC | 0.02% | Add +25.9% | 84,553 | $4.4M |
| Moneco Advisors, LLC | 0.32% | Add +5.4% | 73,474 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 65,130 | $3.4M |
| Members Advisory Group LLC | 1.19% | Add +4.7% | 64,014 | $3.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.39% | Reduce -0.5% | 62,089 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -2.0% | 57,748 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Add +38.9% | 56,181 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.4% | 52,312 | $2.7M |
| Nautilus Advisors LLC | 1.72% | Add +25.4% | 48,631 | $2.6M |
| Winebrenner Capital Management LLC | 1.72% | Add +15.0% | 45,662 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +120.5% | 44,747 | $2.3M |
| TCP Asset Management, LLC | 0.37% | New | 39,116 | $2.1M |
| MIdWestOne Financial Group, Inc. | 0.24% | Add +2.9% | 37,588 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.7% | 35,745 | $1.9M |
| HRT Financial LP | 0.01% | Add +64.7% | 34,670 | $1.8M |
| Flow Traders U.S. LLC | 0.07% | New | 34,264 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.4% | 33,746 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +0.9% | 32,441 | $1.7M |
| Kane Investment Management, Inc. | 0.81% | Reduce -2.7% | 31,554 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 30,425 | $1.6M |
| &partners | 0.01% | Add +9.2% | 28,969 | $1.5M |
| Ascent Group, LLC | 0.05% | Reduce -5.6% | 26,054 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +53.2% | 25,093 | $1.3M |
| Saiph Capital, LLC | 0.47% | Reduce -0.0% | 24,751 | $1.3M |
| Comerica Bank | 0.00% | Add +91.4% | 18,889 | $991K |
| Truist Financial Corp. | 0.00% | Add +63.3% | 17,967 | $943K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +192.8% | 16,642 | $873K |
| First Commonwealth Financial Corp | 0.14% | New | 16,260 | $853K |
| MML Investors Services, LLC | 0.00% | Reduce -32.3% | 15,684 | $823K |
| Janney Montgomery Scott LLC | 0.00% | Add +121.9% | 15,617 | $820K |
| WCG Wealth Advisors LLC | 0.04% | Add +13.9% | 13,584 | $713K |
| WJ Wealth Management, LLC | 0.29% | New | 12,400 | $651K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.4% | 11,408 | $599K |
| Diversified Portfolios, Inc. | 0.05% | Add +35.6% | 11,376 | $597K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -12.6% | 10,074 | $529K |
| Bank of New York Mellon Corp | 0.00% | New | 10,055 | $528K |
| Cerity Partners LLC | 0.00% | Add +16.8% | 9,717 | $510K |
| Centerpoint Advisory Group | 0.39% | Reduce -0.9% | 9,568 | $502K |
| PFG Advisors | 0.02% | No change | 9,118 | $478K |
| XY Planning Network, Inc. | 0.15% | No change | 8,359 | $437K |
| Creative Planning | 0.00% | Add +33.2% | 8,016 | $421K |
| Private Trust Co. NA | 0.04% | Add +24.3% | 7,955 | $417K |
| Beacon Financial Advisory LLC | 0.08% | Add +32.5% | 6,873 | $361K |
| KWB Wealth | 0.04% | Add +13.9% | 6,316 | $330K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -3.8% | 5,995 | $315K |
| BlueStem Wealth Partners, LLC | 0.03% | Reduce -6.2% | 5,535 | $290K |
| PFG Investments, LLC | 0.01% | Add +29.3% | 5,303 | $278K |
| Diversified Enterprises, LLC | 0.02% | New | 5,187 | $272K |
| Martin Investment Management, LLC | 0.06% | New | 4,838 | $254K |
| Vawter Financial, Ltd. | 0.11% | New | 4,789 | $251K |
| Bank of Montreal | 0.00% | Add +110.5% | 4,323 | $227K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +14.0% | 3,097 | $163K |
| Harbour Investments, Inc. | 0.00% | Add +51.2% | 3,063 | $161K |
| AE Wealth Management LLC | 0.00% | Add +649.3% | 2,705 | $142K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +555.7% | 2,518 | $131K |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 2,293 | $120K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 1,726 | $91K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -9.3% | 1,594 | $84K |
| Cloud Capital Management, LLC | 0.04% | New | 1,355 | $71K |
| NewEdge Advisors, LLC | 0.00% | Reduce -63.7% | 1,050 | $55K |
| Rossby Financial, LCC | 0.02% | No change | 968 | $51K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 860 | $45K |
| Allworth Financial LP | 0.00% | No change | 723 | $38K |
| GoalVest Advisory LLC | 0.01% | Add +1.0% | 583 | $31K |
| Global Retirement Partners, LLC | 0.00% | Reduce -51.8% | 301 | $16K |
| Cwm, LLC | 0.00% | Add +93.7% | 244 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.0% | 104 | $5K |
| Tsfg, LLC | 0.00% | New | 100 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 92 | $5K |
| Oakworth Capital, Inc. | 0.00% | New | 85 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 51 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 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.