JPLD
JPMorgan Limited Duration Bond ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth +3.1% ·
share flow -30.0% ·
net new positions +3.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -4 | 52.91M | $2.76B | +1 | −6 |
| Q1 2026 | 35 | +2 | 53.17M | $2.78B | +3 | −1 |
| Q4 2025 | 33 | +1 | 42.57M | $2.23B | +2 | −1 |
| Q3 2025 | 3 | -1 | 78.08M | $4.10B | n/a | −1 |
| Q2 2025 | 1 | 0 | 41.11K | $2.15M | n/a | n/a |
| Q1 2025 | 1 | +1 | 37.79K | $1.96M | +1 | n/a |
| Q3 2024 | 1 | 0 | 17.31K | $902,560 | n/a | n/a |
| Q2 2024 | 1 | n/a | 18.93K | $969,165 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 37.53M | -51.2% | $1.96B | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 1.35M | +24.9% | $70.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 1.05M | n/a | $54.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 821.30K | n/a | $42.99M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 389.12K | n/a | $20.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | HighTower Advisors, LLC | 288.14K | n/a | $15.08M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 224.06K | n/a | $11.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Cetera Investment Advisers | 140.12K | n/a | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 134.82K | n/a | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 115.05K | n/a | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 94.10K | New | $4.93M | 0.0% | New | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 76.93K | n/a | $4.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 67.45K | n/a | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 52.48K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 48.53K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 36.97K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 29.93K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 22.69K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 17.35K | n/a | $908,284 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 17.26K | n/a | $903,435 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 9.58K | n/a | $501,534 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 9.23K | n/a | $482,977 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Fifth Third Bancorp | 9.20K | n/a | $481,253 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 8.24K | n/a | $431,128 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 7.57K | n/a | $396,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cibc World Market Inc. | 4.23K | n/a | $221,608 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 3.57K | n/a | $186,744 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Bank Of Montreal /Can/ | 2.09K | n/a | $109,392 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Fidelity (FMR) ✦ | 1.03K | New | $54,140 | 0.0% | New | 1 | SEC ↗ |
| 30 | Allspring Global Investments… | 403 | n/a | $21,097 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 267 | n/a | $13,975 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 244 | n/a | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 182 | n/a | $9,526 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $4.93M | 0.0% |
| Fidelity (FMR) | $54,140 | 0.0% |
Exited
| Goldman Sachs Group | $3.42M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 143 holders, 15.49M shares, $798.89M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.