JPLD
JPMorgan Limited Duration Bond ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth -12.1% ·
share flow -0.1% ·
net new positions -17.2%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| 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 | — | −1 |
| Q2 2025 | 1 | 0 | 41.11K | $2.15M | — | — |
| Q1 2025 | 1 | +1 | 37.79K | $1.96M | +1 | — |
| Q3 2024 | 1 | 0 | 17.31K | $902,560 | — | — |
| Q2 2024 | 1 | — | 18.93K | $969,165 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 43.93M | -3.1% | $2.29B | 0.1% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | Fidelity (FMR) ✦ | 2.40M | +51090.5% | $125.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 1.57M | -3.5% | $81.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.53M | +5.8% | $79.75M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.04M | -9.9% | $54.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 908.10K | +8.7% | $47.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 399.22K | -0.9% | $20.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Jones Financial Companies Lllp | 297.24K | +15.8% | $15.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 235.61K | -1.0% | $12.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 140.35K | +16.4% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 115.85K | -6.3% | $6.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 115.50K | +33.6% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 47.84K | +18.8% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 40.81K | +29.0% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 35.93K | +63.6% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 20.60K | +19.8% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 18.50K | -2.1% | $965,514 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 18.08K | 0.0% | $943,478 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Cerity Partners LLC | 10.51K | +7.5% | $548,492 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 9.45K | +14.8% | $493,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 9.39K | +1.5% | $490,062 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cibc World Market Inc. | 7.91K | -3.8% | $412,875 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 6.40K | +642.2% | $333,911 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Susquehanna International Group, Llp | 5.25K | -48.0% | $274,050 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 2.13K | +0.9% | $111,010 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Us Bancorp \De\ | 894 | +35.7% | $46,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 478 | New | $24,947 | 0.0% | New | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 110 | -39.6% | $5,741 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Allspring Global Investments… | 2 | -100.0% | $104 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Pnc Financial Services Group… | $24,947 | 0.0% |
Exited
| Jane Street Group, Llc | $12.19M | was 0.0% |
| HighTower Advisors, LLC | $10.94M | was 0.0% |
| Hrt Financial Lp | $896,000 | was 0.0% |
| Bank of New York Mellon Corp | $467,301 | was 0.0% |
| Citadel Advisors | $228,018 | was 0.0% |
| Rockefeller Capital… | $69,830 | 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.