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