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Who owns JPLDWhat JPLD owns — n/a

Who owns JPMorgan Limited Duration Bond ETF?

Institutional ownership of JPLD from SEC Form 13F filings across 106 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.

106

13F holders

$2.98B

value, 2026 filers

76.5%

of shares outstanding (57.1M sh)

25

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1JPMORGAN CHASE & CO43.9M$2.29B0.1%58.8%-3.1%
2FMR LLC2.4M$125.3M0.0%3.2%+51090.5%
3CAPTRUST FINANCIAL ADVISORS1.6M$81.9M0.1%2.1%-3.5%
4MORGAN STANLEY1.5M$79.8M0.0%2%+5.8%
5M&T Bank Corp1.1M$58.1M0.2%1.5%+68.6%
6LPL Financial LLC1.0M$54.3M0.0%1.4%-9.9%
7Composition Wealth, LLC970,536$50.7M0.6%1.3%+5.7%
8UBS Group AG908,104$47.4M0.0%1.2%+8.7%
9BANK OF AMERICA CORP /DE/399,217$20.8M0.0%0.5%-0.9%
10JONES FINANCIAL COMPANIES LLLP297,241$15.5M0.0%0.4%+15.8%
11TD Capital Management LLC273,341$14.3M1.2%0.4%+3.6%
12RAYMOND JAMES FINANCIAL INC235,613$12.3M0.0%0.3%-1.0%
13HighTower Advisors, LLC211,649$11.0M0.0%0.3%+1.0%
14DRIVE WEALTH MANAGEMENT, LLC153,466$8.0M1.4%0.2%+13.7%
15Cetera Investment Advisers140,347$7.3M0.0%0.2%+16.4%
16MONECO ADVISORS, LLC137,540$7.2M0.4%0.2%+27.8%
17COMMONWEALTH EQUITY SERVICES, LLC115,846$6.0M0.0%0.2%-6.3%
18OSAIC HOLDINGS, INC.115,505$6.0M0.0%0.2%+33.6%
19Apella Capital, LLC99,443$5.2M0.1%0.1%-0.3%
20KINTRA WEALTH, LLCNEW98,702$5.1M0.3%0.1%new
21Bleakley Financial Group, LLC93,775$4.9M0.1%0.1%-2.7%
22Steward Partners Investment Advisory, LLC86,516$4.5M0.0%0.1%+0.3%
23AE Wealth Management LLC83,636$4.4M0.0%0.1%+3.5%
24Grey Ledge Advisors, LLC75,720$4.0M0.8%0.1%+7.4%
25Wealthcare Advisory Partners LLC57,903$3.0M0.1%0.1%-13.0%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.