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 $3.30B in JPLD holdings during the latest filing period.
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 $2.29B, representing an estimated loss of -0.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% 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
160
Total Reported Value
$3.30B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$2.29B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
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 | $2,287,731,336 | -$5,271,323 | -0.23% | |
| Fmr Llc | 0.01% | 2,401,346 | $125,326,238 | $125,062,100 | -$264,138 | -0.21% | |
| Captrust Financial Advisors | 0.13% | 1,569,546 | $81,914,583 | $81,741,956 | -$172,627 | -0.21% | |
| Morgan Stanley | 0.00% | 1,528,082 | $79,750,604 | $79,582,511 | -$168,093 | -0.21% | |
| M&T Bank Corp | 0.17% | 1,114,155 | $58,147,776 | $58,025,192 | -$122,584 | -0.21% | |
| Lpl Financial Llc | 0.01% | 1,040,372 | $54,297,035 | $54,182,574 | -$114,461 | -0.21% | |
| Schiavi & Co Llc | 13.42% | 972,807 | $50,770,778 | $50,663,789 | -$106,989 | -0.21% | |
| Composition Wealth, Llc | 0.59% | 970,536 | $50,652,254 | $50,545,515 | -$106,739 | -0.21% | |
| Ubs Group Ag | 0.01% | 908,104 | $47,393,948 | $47,294,056 | -$99,892 | -0.21% | |
| Wealthquest Corp | 2.29% | 696,093 | $36,329,094 | $36,252,523 | -$76,571 | -0.21% | |
| Mbm Wealth Consultants, Llc | 5.17% | 513,387 | $26,793,691 | $26,737,195 | -$56,496 | -0.21% | |
| Bank Of America Corp | 0.00% | 399,217 | $20,835,130 | $20,791,221 | -$43,909 | -0.21% | |
| Scott Capital Advisors, Llc | 2.63% | 321,805 | $16,795,005 | $16,759,604 | -$35,401 | -0.21% | |
| Jones Financial Companies Lllp | 0.01% | 297,241 | $15,515,992 | $15,480,311 | -$35,681 | -0.23% | |
| Essential Planning, Llc. | 4.38% | 296,964 | $15,498,600 | $15,465,885 | -$32,715 | -0.21% | |
| Td Capital Management Llc | 1.17% | 273,341 | $14,265,666 | $14,235,599 | -$30,067 | -0.21% | |
| Spinnaker Investment Group, Llc | 2.25% | 269,007 | $14,039,476 | $14,009,885 | -$29,591 | -0.21% | |
| Per Stirling Capital Management, Llc. | 1.31% | 263,352 | $13,744,365 | $13,715,372 | -$28,993 | -0.21% | |
| Intellus Advisors Llc | 1.55% | 244,244 | $12,747,114 | $12,720,228 | -$26,886 | -0.21% | |
| Raymond James Financial Inc | 0.00% | 235,613 | $12,296,659 | $12,270,725 | -$25,934 | -0.21% | |
| Fma Wealth Management, Llc | 7.80% | 233,539 | $12,188,383 | $12,162,711 | -$25,672 | -0.21% | |
| Stonebridge Financial Group, Llc | 0.92% | 231,761 | $12,095,624 | $12,070,113 | -$25,511 | -0.21% | |
| Hightower Advisors, Llc | 0.01% | 211,649 | $11,045,961 | $11,022,680 | -$23,281 | -0.21% | |
| Bulwark Capital Corp | 5.78% | 196,887 | $10,275,533 | $10,253,875 | -$21,658 | -0.21% | |
| Wealth Advisors Of Tampa Bay, Llc | 3.07% | 192,111 | $10,026,256 | $10,005,141 | -$21,115 | -0.21% | |
| Oaktrust Wealth Advisors, Llc | 8.30% | 184,590 | $9,633,740 | $9,613,447 | -$20,293 | -0.21% | |
| Private Advisor Group, Llc | 0.04% | 181,890 | $9,492,833 | $9,472,831 | -$20,002 | -0.21% | |
| Juno Financial Group Llc | 3.29% | 177,780 | $9,278,338 | $9,258,782 | -$19,556 | -0.21% | |
| Kraft, Davis & Associates, Llc | 1.91% | 175,879 | $9,137,836 | $9,159,778 | +$21,942 | +0.24% | |
| Drive Wealth Management, Llc | 1.43% | 153,466 | $8,009,383 | $7,992,509 | -$16,874 | -0.21% | |
| Anchor Capital Advisors Llc | 0.21% | 141,013 | $7,359,468 | $7,343,957 | -$15,511 | -0.21% | |
| Cetera Investment Advisers | 0.01% | 140,347 | $7,324,744 | $7,309,272 | -$15,472 | -0.21% | |
| Moneco Advisors, Llc | 0.44% | 137,540 | $7,178,188 | $7,163,083 | -$15,105 | -0.21% | |
| Commonwealth Equity Services, Llc | 0.01% | 115,846 | $6,046,000 | $6,033,260 | -$12,740 | -0.21% | |
| Whipplewood Advisors, Llc | 4.07% | 115,738 | $6,040,366 | $6,027,635 | -$12,731 | -0.21% | |
| Osaic Holdings, Inc. | 0.01% | 115,505 | $6,028,680 | $6,015,500 | -$13,180 | -0.22% | |
| Apella Capital, Llc | 0.07% | 99,443 | $5,168,053 | $5,178,991 | +$10,938 | +0.21% | |
| Kintra Wealth, Llc | 0.27% | 98,702 | $5,138,944 | $5,140,400 | +$1,456 | +0.03% | |
| Bleakley Financial Group, Llc | 0.06% | 93,775 | $4,894,123 | $4,883,802 | -$10,321 | -0.21% | |
| Sunrise Financial Services, Llc | 2.91% | 93,755 | $4,893,071 | $4,882,760 | -$10,311 | -0.21% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 86,516 | $4,515,270 | $4,505,753 | -$9,517 | -0.21% | |
| Wbh Advisory Inc | 0.30% | 85,565 | $4,465,637 | $4,456,225 | -$9,412 | -0.21% | |
| Members Advisory Group Llc | 1.19% | 81,398 | $4,248,331 | $4,239,208 | -$9,123 | -0.21% | |
| Turning Point Benefit Group, Inc. | 1.72% | 76,806 | $3,998,738 | $4,000,056 | +$1,318 | +0.03% | |
| Grey Ledge Advisors, Llc | 0.79% | 75,720 | $3,951,812 | $3,943,498 | -$8,314 | -0.21% | |
| Diversified Portfolios, Inc. | 0.23% | 59,893 | $3,125,816 | $3,119,227 | -$6,589 | -0.21% | |
| Wealthcare Advisory Partners Llc | 0.06% | 57,903 | $3,021,944 | $3,015,588 | -$6,356 | -0.21% | |
| Equitable Holdings, Inc. | 0.02% | 56,391 | $2,943,030 | $2,936,843 | -$6,187 | -0.21% | |
| Nautilus Advisors Llc | 1.72% | 56,020 | $2,909,701 | $2,917,522 | +$7,821 | +0.27% | |
| Ascent Group, Llc | 0.09% | 54,982 | $2,869,518 | $2,863,463 | -$6,055 | -0.21% |
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.