JPMORGAN LTD DURATION ETF (JPLD) Institutional Shareholders
JPMORGAN LTD DURATION ETF (JPLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $890.99M in JPLD holdings during the latest filing period.
Captrust Financial Advisors is currently the largest disclosed institutional shareholder of JPLD tracked by InsiderSet, reporting ownership valued at approximately $84.91M in its March 31, 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 $84.72M, representing an estimated loss of -0.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed JPLD value among the investors covered in this analysis. Major shareholders include Captrust Financial Advisors, Morgan Stanley, Lpl Financial Llc, 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
156
Total Reported Value
$890.99M
Largest Holder
Captrust Financial Advisors
Largest Position
$84.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
165
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Captrust Financial Advisors | 0.15% | 1,626,980 | $84,912,084 | $84,716,849 | -$195,235 | -0.23% | |
| Morgan Stanley | 0.00% | 1,443,805 | $75,352,193 | $75,178,926 | -$173,267 | -0.23% | |
| Lpl Financial Llc | 0.02% | 1,154,806 | $60,269,332 | $60,130,748 | -$138,584 | -0.23% | |
| Composition Wealth, Llc | 0.59% | 970,536 | $50,652,254 | $50,535,810 | -$116,444 | -0.23% | |
| Schiavi & Co Llc | 13.88% | 895,620 | $46,742,426 | $46,634,933 | -$107,493 | -0.23% | |
| Allspring Global Investments Holdings, Llc | 0.08% | 875,688 | $45,640,858 | $45,597,074 | -$43,784 | -0.10% | |
| Ubs Group Ag | 0.01% | 835,208 | $43,589,506 | $43,489,281 | -$100,225 | -0.23% | |
| Wealthquest Corp | 2.29% | 696,093 | $36,329,094 | $36,245,563 | -$83,531 | -0.23% | |
| M&T Bank Corp | 0.12% | 660,890 | $34,491,849 | $34,412,542 | -$79,307 | -0.23% | |
| Mbm Wealth Consultants, Llc | 5.17% | 513,387 | $26,793,691 | $26,732,061 | -$61,630 | -0.23% | |
| Bank Of America Corp | 0.00% | 402,817 | $21,022,997 | $20,974,681 | -$48,316 | -0.23% | |
| Scott Capital Advisors, Llc | 2.63% | 321,805 | $16,795,005 | $16,756,386 | -$38,619 | -0.23% | |
| Spinnaker Investment Group, Llc | 2.25% | 269,007 | $14,039,476 | $14,007,194 | -$32,282 | -0.23% | |
| Td Capital Management Llc | 1.24% | 263,719 | $13,763,476 | $13,731,848 | -$31,628 | -0.23% | |
| Jones Financial Companies Lllp | 0.01% | 256,575 | $13,375,009 | $13,359,860 | -$15,149 | -0.11% | |
| Raymond James Financial Inc | 0.00% | 238,074 | $12,425,070 | $12,396,513 | -$28,557 | -0.23% | |
| Fma Wealth Management, Llc | 7.80% | 233,539 | $12,188,383 | $12,160,376 | -$28,007 | -0.23% | |
| Jane Street Group, Llc | 0.01% | 233,532 | $12,188,035 | $12,160,011 | -$28,024 | -0.23% | |
| Intellus Advisors Llc | 1.66% | 233,446 | $12,183,531 | $12,155,533 | -$27,998 | -0.23% | |
| Stonebridge Financial Group, Llc | 0.92% | 231,761 | $12,095,624 | $12,067,795 | -$27,829 | -0.23% | |
| Essential Planning, Llc. | 3.80% | 228,857 | $11,944,077 | $11,916,584 | -$27,493 | -0.23% | |
| Hightower Advisors, Llc | 0.01% | 209,656 | $10,941,947 | $10,916,788 | -$25,159 | -0.23% | |
| Bulwark Capital Corp | 5.78% | 196,887 | $10,275,533 | $10,251,906 | -$23,627 | -0.23% | |
| Boulder Wealth Advisors, Llc | 3.94% | 189,278 | $9,878,419 | $9,855,705 | -$22,714 | -0.23% | |
| Wealth Advisors Of Tampa Bay, Llc | 3.19% | 184,934 | $9,651,720 | $9,629,513 | -$22,207 | -0.23% | |
| Private Advisor Group, Llc | 0.04% | 181,890 | $9,492,833 | $9,471,012 | -$21,821 | -0.23% | |
| Kraft, Davis & Associates, Llc | 1.91% | 175,879 | $9,137,836 | $9,158,020 | +$20,184 | +0.22% | |
| Juno Financial Group Llc | 3.41% | 166,445 | $8,686,762 | $8,666,791 | -$19,971 | -0.23% | |
| Oaktrust Wealth Advisors, Llc | 7.84% | 164,982 | $8,610,419 | $8,590,613 | -$19,806 | -0.23% | |
| Drive Wealth Management, Llc | 1.43% | 153,466 | $8,009,383 | $7,990,975 | -$18,408 | -0.23% | |
| Anchor Capital Advisors Llc | 0.20% | 137,119 | $7,156,241 | $7,139,786 | -$16,455 | -0.23% | |
| Cetera Investment Advisers | 0.01% | 120,550 | $6,291,513 | $6,277,039 | -$14,475 | -0.23% | |
| Commonwealth Equity Services, Llc | 0.01% | 115,846 | $6,046,000 | $6,032,101 | -$13,899 | -0.23% | |
| Whipplewood Advisors, Llc | 4.07% | 115,738 | $6,040,366 | $6,026,478 | -$13,888 | -0.23% | |
| Moneco Advisors, Llc | 0.44% | 107,589 | $5,615,071 | $5,602,159 | -$12,912 | -0.23% | |
| Apella Capital, Llc | 0.07% | 99,443 | $5,168,053 | $5,177,997 | +$9,944 | +0.19% | |
| Bleakley Financial Group, Llc | 0.08% | 96,340 | $5,027,984 | $5,016,424 | -$11,560 | -0.23% | |
| Osaic Holdings, Inc. | 0.01% | 86,466 | $4,513,070 | $4,502,285 | -$10,785 | -0.24% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 86,230 | $4,500,308 | $4,489,996 | -$10,312 | -0.23% | |
| Sunrise Financial Services, Llc | 3.17% | 85,734 | $4,474,456 | $4,464,169 | -$10,287 | -0.23% | |
| Members Advisory Group Llc | 1.19% | 81,398 | $4,248,331 | $4,238,394 | -$9,937 | -0.23% | |
| Ae Wealth Management Llc | 0.02% | 80,782 | $4,216,034 | $4,206,319 | -$9,715 | -0.23% | |
| Equitable Holdings, Inc. | 0.03% | 80,549 | $4,215,808 | $4,194,186 | -$21,622 | -0.51% | |
| Turning Point Benefit Group, Inc. | 1.72% | 76,806 | $3,998,738 | $3,999,288 | +$550 | +0.01% | |
| Grey Ledge Advisors, Llc | 0.79% | 75,720 | $3,951,812 | $3,942,740 | -$9,072 | -0.23% | |
| Wealthcare Advisory Partners Llc | 0.06% | 57,903 | $3,021,944 | $3,015,009 | -$6,935 | -0.23% | |
| Diversified Portfolios, Inc. | 0.24% | 56,007 | $2,923,005 | $2,916,284 | -$6,721 | -0.23% | |
| Nautilus Advisors Llc | 1.72% | 56,020 | $2,909,701 | $2,916,961 | +$7,260 | +0.25% | |
| Flagship Harbor Advisors, Llc | 0.11% | 53,257 | $2,779,468 | $2,773,092 | -$6,376 | -0.23% | |
| First Commonwealth Financial Corp | 0.42% | 50,815 | $2,652,035 | $2,645,937 | -$6,098 | -0.23% |
Frequently asked questions about JPLD
Who owns the most JPLD stock?
The largest holders of JPLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN LTD DURATION ETF (JPLD).
Is JPLD widely held by superinvestors?
Many widely followed stocks like JPLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JPLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.