JPLD Institutional Ownership & Shareholders
JPMORGAN LTD DURATION ETF (JPLD) is currently held by 163 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.33B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JPLD tracked by InsiderSet, reporting ownership valued at approximately $2.29B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.27B, representing an estimated loss of -1.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed JPLD value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Fmr Llc, Captrust Financial Advisors, and several other long-term asset managers with concentrated positions in JPMORGAN LTD DURATION ETF (JPLD).
This page ranks the largest institutional JPLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
163
Total Reported Value
$3.33B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$2.29B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.13% | 43,927,253 | $2,293,002,659 | $2,270,160,435 | -$22,842,224 | -1.00% | |
| Fmr Llc | 0.01% | 2,401,346 | $125,326,238 | $124,101,561 | -$1,224,677 | -0.98% | |
| Captrust Financial Advisors | 0.13% | 1,569,546 | $81,914,583 | $81,114,137 | -$800,446 | -0.98% | |
| Morgan Stanley | 0.00% | 1,528,082 | $79,750,604 | $78,971,278 | -$779,326 | -0.98% | |
| M&T Bank Corp | 0.18% | 1,067,270 | $55,700,849 | $55,156,514 | -$544,335 | -0.98% | |
| Lpl Financial Llc | 0.01% | 1,040,372 | $54,297,035 | $53,766,425 | -$530,610 | -0.98% | |
| Schiavi & Co Llc | 13.42% | 972,807 | $50,770,778 | $50,274,666 | -$496,112 | -0.98% | |
| Composition Wealth, Llc | 0.59% | 970,536 | $50,652,254 | $50,157,300 | -$494,954 | -0.98% | |
| Ubs Group Ag | 0.01% | 908,104 | $47,393,948 | $46,930,815 | -$463,133 | -0.98% | |
| Wealthquest Corp | 2.29% | 696,093 | $36,329,094 | $35,974,086 | -$355,008 | -0.98% | |
| Mbm Wealth Consultants, Llc | 5.20% | 551,921 | $28,374,282 | $28,523,277 | +$148,995 | +0.53% | |
| Bank Of America Corp | 0.00% | 399,217 | $20,835,130 | $20,631,535 | -$203,595 | -0.98% | |
| Spinnaker Investment Group, Llc | 3.14% | 387,951 | $19,944,561 | $20,049,308 | +$104,747 | +0.53% | |
| Essential Planning, Llc. | 5.41% | 384,490 | $19,766,737 | $19,870,443 | +$103,706 | +0.52% | |
| Scott Capital Advisors, Llc | 2.57% | 349,091 | $17,904,883 | $18,041,023 | +$136,140 | +0.76% | |
| Choice Wealth Advisors Llc | 5.83% | 328,320 | $16,878,931 | $16,967,578 | +$88,647 | +0.53% | |
| Jones Financial Companies Lllp | 0.01% | 297,241 | $15,515,992 | $15,361,415 | -$154,577 | -1.00% | |
| Td Capital Management Llc | 1.17% | 273,341 | $14,265,666 | $14,126,263 | -$139,403 | -0.98% | |
| Per Stirling Capital Management, Llc. | 1.31% | 263,352 | $13,744,365 | $13,610,031 | -$134,334 | -0.98% | |
| Intellus Advisors Llc | 1.55% | 244,244 | $12,747,114 | $12,622,530 | -$124,584 | -0.98% | |
| Raymond James Financial Inc | 0.00% | 235,613 | $12,296,659 | $12,176,480 | -$120,179 | -0.98% | |
| Kraft, Davis & Associates, Llc | 2.59% | 238,671 | $12,280,828 | $12,334,517 | +$53,689 | +0.44% | |
| Fma Wealth Management, Llc | 7.64% | 235,675 | $12,116,032 | $12,179,684 | +$63,652 | +0.53% | |
| Wealth Advisors Of Tampa Bay, Llc | 3.07% | 192,111 | $10,026,256 | $9,928,296 | -$97,960 | -0.98% | |
| Juno Financial Group Llc | 3.45% | 192,057 | $9,873,643 | $9,925,506 | +$51,863 | +0.53% | |
| Oaktrust Wealth Advisors, Llc | 8.30% | 184,590 | $9,633,740 | $9,539,611 | -$94,129 | -0.98% | |
| Stonebridge Financial Group, Llc | 0.71% | 187,319 | $9,630,053 | $9,680,646 | +$50,593 | +0.53% | |
| Bulwark Capital Corp | 5.04% | 185,291 | $9,525,810 | $9,575,839 | +$50,029 | +0.53% | |
| Private Advisor Group, Llc | 0.04% | 181,890 | $9,492,833 | $9,400,075 | -$92,758 | -0.98% | |
| Drive Wealth Management, Llc | 1.43% | 153,466 | $8,009,383 | $7,931,123 | -$78,260 | -0.98% | |
| Anchor Capital Advisors Llc | 0.21% | 141,013 | $7,359,468 | $7,287,552 | -$71,916 | -0.98% | |
| Cetera Investment Advisers | 0.01% | 140,347 | $7,324,744 | $7,253,133 | -$71,611 | -0.98% | |
| Moneco Advisors, Llc | 0.44% | 137,540 | $7,178,188 | $7,108,067 | -$70,121 | -0.98% | |
| Commonwealth Equity Services, Llc | 0.01% | 121,485 | $6,245,520 | $6,278,345 | +$32,825 | +0.53% | |
| Osaic Holdings, Inc. | 0.01% | 115,505 | $6,028,680 | $5,969,298 | -$59,382 | -0.98% | |
| Cedar Mountain Advisors, Llc | 0.97% | 111,757 | $5,745,444 | $5,775,602 | +$30,158 | +0.52% | |
| Kintra Wealth, Llc | 0.27% | 98,702 | $5,138,944 | $5,100,919 | -$38,025 | -0.74% | |
| Sunrise Financial Services, Llc | 2.77% | 97,147 | $4,994,310 | $5,020,557 | +$26,247 | +0.53% | |
| Apella Capital, Llc | 0.06% | 97,334 | $4,992,261 | $5,030,221 | +$37,960 | +0.76% | |
| Bleakley Financial Group, Llc | 0.06% | 93,775 | $4,894,123 | $4,846,292 | -$47,831 | -0.98% | |
| Turning Point Benefit Group, Inc. | 1.96% | 93,462 | $4,789,928 | $4,830,116 | +$40,188 | +0.84% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 86,516 | $4,515,270 | $4,471,147 | -$44,123 | -0.98% | |
| Grey Ledge Advisors, Llc | 0.91% | 86,984 | $4,471,858 | $4,495,333 | +$23,475 | +0.52% | |
| Wbh Advisory Inc | 0.30% | 85,565 | $4,465,637 | $4,421,999 | -$43,638 | -0.98% | |
| Members Advisory Group Llc | 1.19% | 81,398 | $4,248,331 | $4,206,649 | -$41,682 | -0.98% | |
| Trellis Wealth Advisors Llc | 1.23% | 71,403 | $3,670,845 | $3,690,107 | +$19,262 | +0.52% | |
| Insight Wealth Partners, Llc | 1.30% | 64,488 | $3,315,312 | $3,332,740 | +$17,428 | +0.53% | |
| Wealthcare Advisory Partners Llc | 0.05% | 60,924 | $3,132,093 | $3,148,552 | +$16,459 | +0.53% | |
| Diversified Portfolios, Inc. | 0.23% | 59,893 | $3,125,816 | $3,095,270 | -$30,546 | -0.98% | |
| Whipplewood Advisors, Llc | 2.06% | 59,394 | $3,053,446 | $3,069,482 | +$16,036 | +0.53% |
Frequently asked questions about JPLD
Who are the largest institutional holders of JPLD?
The largest institutional holders of JPLD reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Fmr Llc, Captrust Financial Advisors, Morgan Stanley, and M&T Bank Corp. InsiderSet ranks institutional holders by their latest reported JPLD position.
What is JPLD institutional ownership?
This page tracks JPLD positions reported by institutional investment managers through SEC Form 13F. JPMORGAN LTD DURATION ETF (JPLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPLD?
InsiderSet currently tracks 163 institutional managers reporting JPLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPLD shareholders.
How much JPLD stock do institutions own?
Institutional investment managers disclosed approximately $3.33B in JPLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPLD institutional ownership last updated?
The latest JPLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPLD position after the reporting date.
Are institutions buying or selling JPLD?
Institutional buying and selling can be analyzed by comparing JPLD positions across consecutive 13F reporting periods. InsiderSet's JPLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPLD ownership changes.
How has JPLD institutional ownership changed over time?
InsiderSet tracks JPLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.