JPMorgan Ltd. Duration ETFJPLDETF
13F holders, Q4 2025 (December 31)124holders +26
29new positions
7sold out
1famous investor
$52.34avg. 13F price*
At the end of Q4 2025, 124 institutions reported holding JPMorgan Ltd. Duration ETF (JPLD) in their 13F filings, up 26 from Q3 2025. 29 opened new positions and 7 sold out. The largest holders were JPMorgan Chase & Co. ($2.0B), Morgan Stanley ($70.9M) and UBS Group AG ($54.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $23.6M |
| Exits | 7 | $5.7M |
All 13F filers, Q3 2025 → Q4 2025: 2,170,609 shares bought and 1,396,607 shares sold, net +774,002 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| JPMorgan Chase & Co. | 0.13% | Reduce -2.4% | 37,531,466 | $2.0B |
| Morgan Stanley | 0.00% | Add +24.9% | 1,354,725 | $70.9M |
| UBS Group AG | 0.01% | Add +0.0% | 1,047,535 | $54.8M |
| M&T Bank Corp | 0.18% | Add +3.0% | 1,046,425 | $54.8M |
| Composition Wealth, LLC | 0.67% | Add +20.2% | 891,312 | $46.7M |
| LPL Financial LLC | 0.01% | Add +12.9% | 821,298 | $43.0M |
| Schiavi & Co LLC | 13.56% | Add +9.4% | 805,931 | $42.2M |
| Bank of America Corp. | 0.00% | Reduce -19.2% | 389,123 | $20.4M |
| Flow Traders U.S. LLC | 0.60% | Add +919.4% | 349,284 | $18.3M |
| MBM Wealth Consultants, LLC | 3.79% | Add +11.5% | 304,150 | $15.9M |
| HighTower Advisors, LLC | 0.02% | Add +18.7% | 288,137 | $15.1M |
| TD Capital Management LLC | 1.17% | Add +18.8% | 250,959 | $13.1M |
| FMA Wealth Management, LLC | 8.01% | Reduce -0.3% | 236,156 | $12.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.7% | 224,056 | $11.7M |
| Stonebridge Financial Group, LLC | 0.98% | Reduce -0.1% | 219,755 | $11.5M |
| Intellus Advisors LLC | 1.51% | Add +4.2% | 218,133 | $11.4M |
| Drive Wealth Management, LLC | 1.68% | Add +44.1% | 163,632 | $8.6M |
| Essential Planning, LLC. | 2.70% | Add +66.8% | 161,716 | $8.5M |
| Cetera Investment Advisers | 0.01% | Add +29.0% | 140,121 | $7.3M |
| Bulwark Capital Corp | 5.15% | Add +11.4% | 138,476 | $7.2M |
| Jones Financial Companies LLLP | 0.00% | Add +21.8% | 134,824 | $7.1M |
| OakTrust Wealth Advisors, LLC | 5.90% | — | 122,120 | $6.4M |
| Wealth Advisors of Tampa Bay, LLC | 2.11% | Add +3.5% | 116,864 | $6.1M |
| Grey Ledge Advisors, LLC | 1.37% | Add +5.7% | 115,551 | $6.0M |
| Jane Street Group, LLC | 0.01% | Add +278.1% | 115,050 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Add +25.9% | 106,486 | $5.6M |
| Farther Finance Advisors, LLC | 0.06% | New | 104,553 | $5.5M |
| Citadel Advisors | 0.00% | New | 94,101 | $4.9M |
| Moneco Advisors, LLC | 0.38% | Add +26.0% | 92,592 | $4.8M |
| Bleakley Financial Group, LLC | 0.08% | New | 90,348 | $4.7M |
| AE Wealth Management LLC | 0.02% | Add +2820.3% | 78,995 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +36.9% | 76,926 | $4.0M |
| Members Advisory Group LLC | 1.39% | Add +10.3% | 70,628 | $3.7M |
| Nautilus Advisors LLC | 2.32% | Add +39.6% | 67,885 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +28.9% | 67,448 | $3.5M |
| Equitable Holdings, Inc. | 0.02% | Add +162.2% | 65,800 | $3.4M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +9.2% | 63,030 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | New | 52,485 | $2.7M |
| TCP Asset Management, LLC | 0.46% | Add +33.5% | 52,224 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +325.4% | 48,531 | $2.5M |
| Winebrenner Capital Management LLC | 1.61% | Add +1.1% | 46,154 | $2.4M |
| MIdWestOne Financial Group, Inc. | 0.25% | Add +16.6% | 43,841 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.8% | 43,029 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.5% | 36,967 | $1.9M |
| Boulder Wealth Advisors, LLC | 0.80% | Reduce -76.8% | 36,246 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +127.9% | 35,592 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.8% | 34,381 | $1.8M |
| Kane Investment Management, Inc. | 0.85% | Add +6.5% | 33,597 | $1.8M |
| Savvy Advisors, Inc. | 0.06% | New | 33,559 | $1.8M |
| &partners | 0.01% | Add +9.1% | 31,606 | $1.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Reduce -50.5% | 30,730 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -7.7% | 29,931 | $1.6M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +59.9% | 26,603 | $1.4M |
| Ascent Group, LLC | 0.05% | No change | 26,054 | $1.4M |
| Saiph Capital, LLC | 0.46% | Reduce -0.3% | 24,673 | $1.3M |
| Valor Advisors LLC | 1.00% | — | 22,848 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +44.6% | 22,687 | $1.2M |
| Diversified Portfolios, Inc. | 0.09% | Add +78.9% | 20,353 | $1.1M |
| Planning Project LLC | 0.26% | — | 20,135 | $1.1M |
| Comerica Bank | 0.00% | Reduce -5.5% | 17,850 | $934K |
| WJ Wealth Management, LLC | 0.41% | Add +43.0% | 17,737 | $928K |
| Stifel Financial Corp. | 0.00% | New | 17,354 | $908K |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 17,261 | $903K |
| WCG Wealth Advisors LLC | 0.02% | Add +11.2% | 15,099 | $790K |
| First Commonwealth Financial Corp | 0.13% | Reduce -11.0% | 14,476 | $758K |
| KWB Wealth | 0.06% | Add +92.4% | 12,151 | $636K |
| Vawter Financial, Ltd. | 0.25% | Add +137.7% | 11,385 | $596K |
| Cloud Capital Management, LLC | 0.26% | Add +665.8% | 10,376 | $545K |
| BlueStem Wealth Partners, LLC | 0.06% | Add +80.9% | 10,013 | $524K |
| Cerity Partners LLC | 0.00% | Reduce -1.4% | 9,582 | $502K |
| Private Trust Co. NA | 0.04% | Add +19.2% | 9,479 | $496K |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.2% | 9,228 | $483K |
| Fifth Third Bancorp | 0.00% | New | 9,195 | $481K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +52.9% | 9,164 | $480K |
| PFG Advisors | 0.02% | No change | 9,118 | $477K |
| Centerpoint Advisory Group | 0.35% | Reduce -9.1% | 8,698 | $455K |
| Prairieview Wealth Partners, LLC | 0.40% | New | 8,508 | $445K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -16.7% | 8,394 | $439K |
| Creative Planning | 0.00% | Add +2.8% | 8,237 | $431K |
| Family Office Research LLC | 0.17% | New | 7,736 | $406K |
| Beacon Financial Advisory LLC | 0.09% | Add +11.0% | 7,629 | $399K |
| Royal Bank of Canada | 0.00% | Add +229.9% | 7,565 | $396K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +169.5% | 6,785 | $353K |
| Maridea Wealth Management LLC | 0.05% | New | 6,689 | $350K |
| Diversified Enterprises, LLC | 0.02% | Add +28.3% | 6,655 | $348K |
| PFG Investments, LLC | 0.01% | No change | 5,303 | $278K |
| Martin Investment Management, LLC | 0.07% | No change | 4,838 | $253K |
| Cibc World Market Inc. | 0.00% | New | 4,234 | $222K |
| Planning Directions Inc. | 0.11% | New | 4,103 | $215K |
| GWN Securities Inc. | 0.04% | New | 4,094 | $214K |
| Harbour Investments, Inc. | 0.00% | Add +21.2% | 3,712 | $194K |
| Arax Advisory Partners | 0.01% | New | 3,645 | $191K |
| Wells Fargo & Company | 0.00% | Reduce -96.2% | 3,568 | $187K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 3,098 | $162K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,566 | $134K |
| Golden State Wealth Management, LLC | 0.01% | New | 2,530 | $132K |
| Bank of Montreal | 0.00% | Reduce -51.6% | 2,090 | $109K |
| Flagship Wealth Advisors, LLC | 0.02% | Reduce -6.6% | 1,612 | $84K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,594 | $83K |
| Portfolio Resources Advisor Group, Inc. | 0.08% | — | 1,538 | $81K |
| FMR LLC | 0.00% | New | 1,034 | $54K |
| SageView Advisory Group, LLC | 0.00% | New | 1,000 | $52K |
| Rossby Financial, LCC | 0.02% | No change | 968 | $51K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 951 | $50K |
| Creative Financial Designs Inc. | 0.00% | Reduce -7.2% | 798 | $42K |
| Allworth Financial LP | 0.00% | No change | 723 | $38K |
| GoalVest Advisory LLC | 0.01% | Add +1.0% | 589 | $31K |
| NewEdge Advisors, LLC | 0.00% | Reduce -47.6% | 550 | $29K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 403 | $21K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 303 | $16K |
| Global Retirement Partners, LLC | 0.00% | Add +0.7% | 303 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | New | 267 | $14K |
| Cwm, LLC | 0.00% | No change | 244 | $13K |
| NFSG Corp | 0.00% | New | 230 | $12K |
| Triumph Capital Management | 0.00% | New | 200 | $10K |
| Assetmark, Inc. | 0.00% | New | 182 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 96 | $5K |
| Tsfg, LLC | 0.00% | Add +1.0% | 101 | $5K |
| Oakworth Capital, Inc. | 0.00% | No change | 85 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | New | 62 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 51 | $3K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 33 | $2K |
| Navalign, LLC | 0.00% | New | 25 | $1K |
| 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.