JPMorgan Ltd. Duration ETFJPLDETF
13F holders, Q1 2026 (March 31)145holders +21
39new positions
12sold out
1famous investor
$52.22avg. 13F price*
At the end of Q1 2026, 145 institutions reported holding JPMorgan Ltd. Duration ETF (JPLD) in their 13F filings, up 21 from Q4 2025. 39 opened new positions and 12 sold out. The largest holders were JPMorgan Chase & Co. ($2.4B), Captrust Financial Advisors ($84.9M) and Morgan Stanley ($75.4M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $52.3M |
| Exits | 12 | $7.9M |
All 13F filers, Q4 2025 → Q1 2026: 13,116,318 shares bought and 1,039,152 shares sold, net +12,077,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| JPMorgan Chase & Co. | 0.16% | Add +20.8% | 45,330,378 | $2.4B |
| Captrust Financial Advisors | 0.15% | Add +5335.8% | 1,626,980 | $84.9M |
| Morgan Stanley | 0.00% | Add +6.6% | 1,443,805 | $75.4M |
| LPL Financial LLC | 0.02% | Add +40.6% | 1,154,806 | $60.3M |
| M&T Bank Corp | 0.18% | Add +2.0% | 1,067,270 | $55.7M |
| Composition Wealth, LLC | 0.66% | Add +3.0% | 918,297 | $47.9M |
| Schiavi & Co LLC | 13.88% | Add +11.1% | 895,620 | $46.7M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +217192.3% | 875,688 | $45.6M |
| UBS Group AG | 0.01% | Reduce -20.3% | 835,208 | $43.6M |
| Bank of America Corp. | 0.00% | Add +3.5% | 402,817 | $21.0M |
| MBM Wealth Consultants, LLC | 4.06% | Add +11.5% | 339,073 | $17.7M |
| TD Capital Management LLC | 1.24% | Add +5.1% | 263,719 | $13.8M |
| Jones Financial Companies LLLP | 0.01% | Add +90.3% | 256,575 | $13.4M |
| Stonebridge Financial Group, LLC | 1.08% | Add +14.4% | 251,426 | $13.1M |
| Raymond James Financial Inc. | 0.00% | Add +6.3% | 238,074 | $12.4M |
| FMA Wealth Management, LLC | 8.25% | Add +0.7% | 237,701 | $12.4M |
| Bulwark Capital Corp | 7.60% | Add +70.6% | 236,214 | $12.3M |
| Jane Street Group, LLC | 0.01% | Add +103.0% | 233,532 | $12.2M |
| Intellus Advisors LLC | 1.66% | Add +7.0% | 233,446 | $12.2M |
| Essential Planning, LLC. | 3.80% | Add +41.5% | 228,857 | $11.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -27.2% | 209,656 | $10.9M |
| Boulder Wealth Advisors, LLC | 3.94% | Add +422.2% | 189,278 | $9.9M |
| Wealth Advisors of Tampa Bay, LLC | 3.19% | Add +58.3% | 184,934 | $9.7M |
| Private Advisor Group, LLC | 0.04% | Add +67.4% | 178,243 | $9.3M |
| Juno Financial Group LLC | 3.41% | New | 166,445 | $8.7M |
| OakTrust Wealth Advisors, LLC | 7.84% | Add +35.1% | 164,982 | $8.6M |
| Whipplewood Advisors, LLC | 4.07% | New | 150,354 | $7.8M |
| Anchor Capital Advisors LLC | 0.20% | New | 137,119 | $7.2M |
| Drive Wealth Management, LLC | 1.49% | Reduce -17.5% | 134,983 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +83.4% | 123,694 | $6.5M |
| Cetera Investment Advisers | 0.01% | Reduce -14.0% | 120,550 | $6.3M |
| Moneco Advisors, LLC | 0.44% | Add +16.2% | 107,589 | $5.6M |
| Apella Capital, LLC | 0.08% | New | 99,726 | $5.2M |
| Bleakley Financial Group, LLC | 0.08% | Add +6.6% | 96,340 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +12.4% | 86,466 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2683.4% | 86,230 | $4.5M |
| Sunrise Financial Services, LLC | 3.17% | New | 85,734 | $4.5M |
| Members Advisory Group LLC | 1.52% | Add +19.9% | 84,693 | $4.4M |
| AE Wealth Management LLC | 0.02% | Add +2.3% | 80,782 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Add +22.4% | 80,549 | $4.2M |
| Grey Ledge Advisors, LLC | 0.83% | Reduce -39.0% | 70,483 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +97.0% | 70,126 | $3.7M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +5.5% | 66,526 | $3.5M |
| Nautilus Advisors LLC | 2.20% | Reduce -9.4% | 61,491 | $3.2M |
| Diversified Portfolios, Inc. | 0.24% | Add +175.2% | 56,007 | $2.9M |
| First Commonwealth Financial Corp | 0.42% | Add +251.0% | 50,815 | $2.7M |
| Winebrenner Capital Management LLC | 1.52% | Reduce -1.6% | 45,407 | $2.4M |
| Kraft, Davis & Associates, LLC | 0.49% | New | 44,274 | $2.3M |
| Nicolet Bankshares Inc. | 0.08% | New | 43,690 | $2.3M |
| Flow Traders U.S. LLC | 0.07% | Reduce -88.2% | 41,080 | $2.1M |
| TCP Asset Management, LLC | 0.28% | Reduce -21.4% | 41,045 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 40,252 | $2.1M |
| Scott Capital Advisors, LLC | 0.41% | New | 39,203 | $2.0M |
| Savvy Advisors, Inc. | 0.05% | Add +12.9% | 37,880 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.03% | New | 36,601 | $1.9M |
| Kane Investment Management, Inc. | 0.97% | Add +8.1% | 36,313 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Add +3.6% | 35,625 | $1.9M |
| &partners | 0.01% | Add +4.3% | 32,965 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.8% | 31,643 | $1.7M |
| Ascent Group, LLC | 0.06% | Add +18.3% | 30,822 | $1.6M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +13.5% | 30,197 | $1.6M |
| Rossby Financial, LCC | 0.31% | Add +2868.9% | 28,739 | $1.5M |
| Protective Life Corp. | 4.93% | New | 28,428 | $1.5M |
| IRON Financial LLC | 0.59% | New | 25,834 | $1.3M |
| Accretive Wealth Partners, LLC | 0.37% | New | 24,813 | $1.3M |
| Saiph Capital, LLC | 0.49% | Reduce -0.2% | 24,632 | $1.3M |
| Valor Advisors LLC | 1.01% | No change | 22,848 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -46.9% | 22,841 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -3.2% | 21,968 | $1.1M |
| Synergy Asset Management, LLC | 0.12% | New | 20,967 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Add +26.2% | 19,060 | $995K |
| Stifel Financial Corp. | 0.00% | Add +8.9% | 18,903 | $987K |
| Hazlett, Burt & Watson, Inc. | 0.30% | Add +171.2% | 18,402 | $962K |
| Fifth Third Bancorp | 0.00% | Add +96.6% | 18,078 | $943K |
| Prairieview Wealth Partners, LLC | 0.74% | Add +103.9% | 17,347 | $905K |
| WJ Wealth Management, LLC | 0.42% | Reduce -2.6% | 17,271 | $901K |
| Truist Financial Corp. | 0.00% | Reduce -0.4% | 17,198 | $898K |
| HRT Financial LP | 0.00% | New | 17,187 | $896K |
| Vawter Financial, Ltd. | 0.28% | Add +13.3% | 12,897 | $673K |
| Private Trust Co. NA | 0.06% | Add +32.1% | 12,526 | $654K |
| Rollins Financial Advisors, LLC | 0.10% | New | 12,404 | $647K |
| KWB Wealth | 0.06% | Reduce -0.1% | 12,143 | $636K |
| Old Mission Capital LLC | 0.01% | New | 12,026 | $628K |
| BlueStem Wealth Partners, LLC | 0.07% | Add +17.9% | 11,809 | $616K |
| Cloud Capital Management, LLC | 0.24% | Add +0.9% | 10,474 | $546K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +24.1% | 10,415 | $544K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.8% | 10,092 | $527K |
| Cerity Partners LLC | 0.00% | Add +2.0% | 9,776 | $510K |
| Creative Planning | 0.00% | Add +12.3% | 9,249 | $483K |
| Ameritas Investment Partners, Inc. | 0.01% | New | 9,218 | $481K |
| PFG Advisors | 0.02% | No change | 9,118 | $476K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.0% | 8,954 | $467K |
| Oppenheimer & Co. Inc. | 0.01% | New | 8,730 | $456K |
| Royal Bank of Canada | 0.00% | Add +8.8% | 8,233 | $430K |
| Cibc World Market Inc. | 0.00% | Add +94.2% | 8,223 | $429K |
| Centerpoint Advisory Group | 0.31% | Reduce -8.1% | 7,995 | $417K |
| Family Office Research LLC | 0.18% | No change | 7,736 | $404K |
| Maridea Wealth Management LLC | 0.06% | Add +9.9% | 7,354 | $384K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 7,298 | $381K |
| Diversified Enterprises, LLC | 0.02% | Add +2.0% | 6,789 | $354K |
"% of holder's portfolio" is JPLD's weight in each manager's 13F, not the share of JPMorgan Ltd. Duration ETF the manager owns.