Who owns JPMorgan Limited Duration Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JPLD from SEC Form 13F filings across 164 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 164 institutions disclosed 63.6M shares of JPMorgan Limited Duration Bond ETF worth $3.32B — about 85% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
164
13F holders
$3.32B
value, 2026 filers
85%
of shares outstanding (63.6M sh)
40
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JPLD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 43.9M | $2.29B | 0.1% | 58.8% | -3.1% |
| 2 | FMR LLC | 2.4M | $125.3M | 0.0% | 3.2% | +51090.5% |
| 3 | CAPTRUST FINANCIAL ADVISORS | 1.6M | $81.9M | 0.1% | 2.1% | -3.5% |
| 4 | MORGAN STANLEY | 1.5M | $79.8M | 0.0% | 2% | +5.8% |
| 5 | M&T Bank Corp | 1.1M | $58.1M | 0.2% | 1.5% | +68.6% |
| 6 | LPL Financial LLC | 1.0M | $54.3M | 0.0% | 1.4% | -9.9% |
| 7 | Schiavi & Co LLC | 972,807 | $50.8M | 13.4% | 1.3% | +8.6% |
| 8 | Composition Wealth, LLC | 970,536 | $50.7M | 0.6% | 1.3% | +5.7% |
| 9 | UBS Group AG | 908,104 | $47.4M | 0.0% | 1.2% | +8.7% |
| 10 | Wealthquest CorpNEW | 696,093 | $36.3M | 2.3% | 0.9% | new |
| 11 | MBM WEALTH CONSULTANTS, LLC | 513,387 | $26.8M | 5.2% | 0.7% | +51.4% |
| 12 | BANK OF AMERICA CORP /DE/ | 399,217 | $20.8M | 0.0% | 0.5% | -0.9% |
| 13 | Scott Capital Advisors, LLC | 321,805 | $16.8M | 2.6% | 0.4% | +720.9% |
| 14 | JONES FINANCIAL COMPANIES LLLP | 297,241 | $15.5M | 0.0% | 0.4% | +15.8% |
| 15 | Essential Planning, LLC. | 296,964 | $15.5M | 4.4% | 0.4% | +29.8% |
| 16 | TD Capital Management LLC | 273,341 | $14.3M | 1.2% | 0.4% | +3.6% |
| 17 | Spinnaker Investment Group, LLCNEW | 269,007 | $14.0M | 2.2% | 0.4% | new |
| 18 | Per Stirling Capital Management, LLC.NEW | 263,352 | $13.7M | 1.3% | 0.4% | new |
| 19 | Intellus Advisors LLC | 244,244 | $12.7M | 1.5% | 0.3% | +4.6% |
| 20 | RAYMOND JAMES FINANCIAL INC | 235,613 | $12.3M | 0.0% | 0.3% | -1.0% |
| 21 | FMA Wealth Management, LLC | 233,539 | $12.2M | 7.8% | 0.3% | -1.8% |
| 22 | Stonebridge Financial Group, LLC | 231,761 | $12.1M | 0.9% | 0.3% | -7.8% |
| 23 | HighTower Advisors, LLC | 211,649 | $11.0M | 0.0% | 0.3% | +1.0% |
| 24 | Bulwark Capital Corp | 196,887 | $10.3M | 5.8% | 0.3% | -16.6% |
| 25 | Wealth Advisors of Tampa Bay, LLC | 192,111 | $10.0M | 3.1% | 0.3% | +3.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.