Security record · archived quarter
JPLD
JPMorgan Limited Duration Bond ETF · Financial Services · Asset Management - Bonds
35Tracked holders
+2Δ holders
53.17MShares held
$2.78BReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +6.1% ·
share flow +24.9% ·
net new positions +5.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -4 | 53.12M | $2.77B | +1 | −5 |
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 45.33M | +20.8% | $2.37B | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Captrust Financial Advisors | 1.63M | +5335.8% | $84.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.44M | +6.6% | $75.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 1.15M | +40.6% | $60.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Allspring Global Investments… | 875.69K | +217192.3% | $45.64M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 835.21K | -20.3% | $43.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 402.82K | +3.5% | $21.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Jones Financial Companies Lllp | 256.57K | +90.3% | $13.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 238.07K | +6.3% | $12.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Jane Street Group, Llc | 233.53K | +103.0% | $12.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 209.66K | -27.2% | $10.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 123.69K | +83.4% | $6.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 120.55K | -14.0% | $6.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 86.47K | +12.4% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 40.25K | +8.9% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 31.64K | -34.8% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 21.97K | -3.2% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 18.90K | +8.9% | $986,548 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 18.08K | +96.6% | $943,478 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 17.20K | -0.4% | $897,553 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Hrt Financial Lp | 17.19K | New | $896,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 10.09K | -80.8% | $526,701 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Cerity Partners LLC | 9.78K | +2.0% | $510,218 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Creative Planning | 9.25K | +12.3% | $482,715 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 8.95K | -3.0% | $467,301 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Royal Bank Of Canada | 8.23K | +8.8% | $430,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cibc World Market Inc. | 8.22K | +94.2% | $429,158 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 4.69K | +353.7% | $244,839 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 4.37K | -95.4% | $228,018 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 2.11K | +0.9% | $110,027 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Rockefeller Capital Management L.P. | 1.34K | New | $69,830 | 0.0% | New | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 862 | -75.8% | $44,988 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Us Bancorp \De\ | 659 | New | $34,393 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cwm, Llc | 244 | 0.0% | $12,734 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Assetmark, Inc | 182 | 0.0% | $9,499 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $896,000 | 0.0% |
| Rockefeller Capital… | $69,830 | 0.0% |
| Us Bancorp \De\ | $34,393 | 0.0% |
Exited
| Pnc Financial Services Group… | $13,975 | 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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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