Who Owns JPMorgan Limited Duration Bond ETF (JPLD)?Hedge Fund & Institutional Holders

$52.31-0.01 (-0.03%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$51.36$51.71$52.05$52.40$52.75Sep 24Jun 25Mar 26

JPLD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Schiavi & Co LLCNew Position+806K+$42.2B
MBM WEALTH CONSULTANTS, LLCNew Position+304K+$15.9B
Stonebridge Financial Group, LLCNew Position+220K+$11.5B
DRIVE WEALTH MANAGEMENT, LLCNew Position+164K+$8.6B
JONES FINANCIAL COMPANIES LLLPNew Position+135K+$7.0B
Grey Ledge Advisors, LLCNew Position+116K+$6.0B
Farther Finance Advisors, LLCNew Position+105K+$5.5B
MONECO ADVISORS, LLCNew Position+93K+$4.8B
CITADEL ADVISORS LLCNew Position+94K+$4.0B
Members Advisory Group LLCNew Position+71K+$3.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+67K+$3.0B
WINEBRENNER CAPITAL MANAGEMENT LLCNew Position+46K+$2.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+52K+$2.0B
D.A. DAVIDSON & CO.New Position+34K+$1.8B
Savvy Advisors, Inc.New Position+34K+$1.8B

JPLD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JPMORGAN CHASE & CODecreased-936K-$55.6B
M&T BANK CORPDecreased-942K-$33.1B
Boulder Wealth Advisors, LLCDecreased-120K-$6.3B
WELLS FARGO & COMPANY/MNDecreased-90K-$4.9B
GOLDMAN SACHS GROUP INCClosed Position-65K-$3.4B
RAYMOND JAMES FINANCIAL INCDecreased-1K-$1.8B
CAPTRUST FINANCIAL ADVISORSDecreased-3K-$1.7B
XY Planning Network, Inc.Closed Position-8K-$436.6M
BANK OF MONTREAL /CAN/Decreased-2K-$226.9M
Jaffetilchin Investment Partners, LLCDecreased-2K-$89.6M
FMA Wealth Management, LLCDecreased-595-$63.5M
COMERICA BANKDecreased-1K-$58.2M
NewEdge Advisors, LLCDecreased-500-$55.1M
Saiph Capital, LLCDecreased-78-$7.8M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-62-$4.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO31,211,698$1.6T102.52%Share
2JPMORGAN CHASE & CO6,314,485$330.0B20.72%Share
3UBS Group AG1,047,500$54.8B8.89%Share
4Schiavi & Co LLC805,931$42.2B13.56%Share
5MBM WEALTH CONSULTANTS, LLC304,150$15.9B3.79%Share
6FMA Wealth Management, LLC236,156$12.4B8.01%Share
7Stonebridge Financial Group, LLC219,755$11.5B0.98%Share
8Intellus Advisors LLC218,133$11.4B1.51%Share
9BANK OF AMERICA CORP /DE/201,907$10.0B0.73%Share
10RAYMOND JAMES FINANCIAL INC206,228$10.0B3.11%Share
11M&T BANK CORP27,441$9.4B30.22%Share
12BANK OF AMERICA CORP /DE/179,698$9.0B0.65%Share
13DRIVE WEALTH MANAGEMENT, LLC158,316$8.3B1.62%Share
14Bulwark Capital Corp138,476$7.2B5.15%Share
15M&T BANK CORP20,890$7.2B23.00%Share
16JONES FINANCIAL COMPANIES LLLP134,824$7.0B4.27%Share
17Wealth Advisors of Tampa Bay, LLC116,864$6.1B2.11%Share
18Grey Ledge Advisors, LLC115,551$6.0B1.37%Share
19Farther Finance Advisors, LLC104,553$5.5B58.63%Share
20Private Advisor Group, LLC106,486$5.0B23.52%Share
21MONECO ADVISORS, LLC92,592$4.8B0.38%Share
22CITADEL ADVISORS LLC94,101$4.0B0.60%Share
23Members Advisory Group LLC70,628$3.7B1.39%Share
24Nautilus Advisors LLC67,885$3.6B2.32%Share
25Wealthcare Advisory Partners LLC63,030$3.3B64.79%Share
26Equitable Holdings, Inc.65,800$3.0B20.51%Share
27COMMONWEALTH EQUITY SERVICES, LLC67,448$3.0B4.00%Share
28TCP Asset Management, LLC52,224$2.7B0.46%Share
29M&T BANK CORP17,155$2.5B8.19%Share
30WINEBRENNER CAPITAL MANAGEMENT LLC46,154$2.4B1.61%Share
31SUSQUEHANNA INTERNATIONAL GROUP, LLP52,485$2.0B0.23%Share
32OSAIC HOLDINGS, INC.49,378$2.0B2.92%Share
33Boulder Wealth Advisors, LLC36,246$1.9B0.80%Share
34D.A. DAVIDSON & CO.34,381$1.8B11.02%Share
35Savvy Advisors, Inc.33,559$1.8B0.06%Share
36Capital Group Private Client Services, Inc.26,603$1.4B22.16%Share
37Ascent Group, LLC26,054$1.4B0.05%Share
38Saiph Capital, LLC24,673$1.3B0.46%Share
39KANE INVESTMENT MANAGEMENT, INC.33,597$1.0B0.49%Share
40OSAIC HOLDINGS, INC.27,548$1.0B1.46%Share
41WJ Wealth Management, LLC17,737$928.0M0.41%Share
42COMERICA BANK17,078$893.0M3.56%Share
43WCG Wealth Advisors LLC15,099$790.0M0.02%Share
44KWB Wealth12,151$635.0M0.06%Share
45Vawter Financial, Ltd.11,385$595.0M0.25%Share
46BlueStem Wealth Partners, LLC10,013$524.0M0.06%Share
47PRIVATE TRUST CO NA9,479$496.0M0.04%Share
48FIFTH THIRD BANCORP9,195$481.0M1.53%Share
49J.W. COLE ADVISORS, INC.9,164$479.0M0.01%Share
50PFG Advisors9,118$477.0M0.02%Share

JPLD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025122$2.3T+63
Q3 202559$2.3T-25
Q2 202584$1.3T+8
Q1 202576$355.2B+7
Q4 202469$30.1T+21
Q3 202448$44.8T+12
Q2 202436$1.5T+3
Q1 202433$5.3T—

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JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold JPLD (JPMorgan Limited Duration Bond ETF). The largest holder is JPMORGAN CHASE & CO with $1.6T in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own JPLD?

As of Q4 2025, 50 institutional investors report holding JPLD (JPMorgan Limited Duration Bond ETF) in their 13F filings.

Who is the largest institutional holder of JPLD?

The largest institutional holder of JPLD is JPMORGAN CHASE & CO with $1.6T in shares.

Is institutional ownership of JPLD increasing or decreasing?

This quarter, 15 institutions opened new positions in JPLD and 2 closed their positions.