JPMORGAN LTD DURATION ETF (JPLD) Institutional Ownership Changes & 13F Activity

JPMORGAN LTD DURATION ETF (JPLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fmr Llc, Allspring Global Investments Holdings, Llc, Per Stirling Capital Management, Llc., Kintra Wealth, Llc, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+7,583+18.8%47,835$2.50MQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+4,894—4,894$255.42KQ2 2026Sep 18, 2026
Security National Bank Of So DakBuy+903—903$47.13KQ2 2026Sep 18, 2026
Anchor Capital Advisors LlcBuy+3,894+2.8%141,013$7.36MQ2 2026Sep 03, 2026
Equitable Holdings, Inc.Sell-24,158-30.0%56,391$2.94MQ2 2026Aug 17, 2026
Per Stirling Capital Management, Llc.Buy+263,352—263,352$13.74MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+98,702—98,702$5.14MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+40,666+15.8%297,241$15.52MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+29,039+33.6%115,505$6.03MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+10,806—10,806$564.00KQ2 2026Aug 14, 2026
Protective Life CorpSell-10,615-37.3%17,813$929.66KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+8,596—8,596$448.61KQ2 2026Aug 14, 2026
Wealth Advisors Of Tampa Bay, LlcBuy+7,177+3.9%192,111$10.03MQ2 2026Aug 14, 2026
Hirtle & Co., LlcBuy+6,019—6,019$314.13KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+5,536+642.2%6,398$333.91KQ2 2026Aug 14, 2026
Kane Investment Management, Inc.Buy+4,913+13.5%41,226$2.15MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-4,841-48.0%5,251$274.05KQ2 2026Aug 14, 2026
Bank Of America CorpSell-3,600-0.9%399,217$20.84MQ2 2026Aug 14, 2026
&PartnersBuy+3,102+9.4%36,067$1.88MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,461-1.0%235,613$12.30MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+1,444+49.1%4,384$228.82KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,218+14.8%9,451$493.00KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+734+7.5%10,510$548.49KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+296—296$15.43KQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+186+1.0%19,246$1.00MQ2 2026Aug 14, 2026
Fmr LlcBuy+2,396,655+51090.5%2,401,346$125.33MQ2 2026Aug 13, 2026
Allspring Global Investments Holdings, LlcSell-875,686-100.0%2$104.00Q2 2026Aug 13, 2026
Morgan StanleyBuy+84,277+5.8%1,528,082$79.75MQ2 2026Aug 13, 2026
Ubs Group AgBuy+72,896+8.7%908,104$47.39MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-57,434-3.5%1,569,546$81.91MQ2 2026Aug 13, 2026
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Frequently asked questions about JPLD activity

  • Which institutional owners are buying JPLD?

    Institutional owners buying JPLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JPLD activity?

    "Buy" means an investor increased their reported position in JPLD compared to the prior reporting period. This reflects growing exposure to JPMORGAN LTD DURATION ETF (JPLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JPLD increasing?

    Institutional interest in JPLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.