Who Owns J P MORGAN ETF LTD DURATION BD (JPLD)? -- Institutional Holders (2026-06-30)

181 institutions reported holding $3.32B of J P MORGAN ETF LTD DURATION BD (JPLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($2.29B), FMR LLC ($125.3M), CAPTRUST FINANCIAL ADVISORS ($81.9M), MORGAN STANLEY ($79.8M), M&T Bank Corp ($58.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JPMORGAN CHASE & CO$2.29B43.9MTrimmed
2FMR LLC$125.3M2.4MAdded
3CAPTRUST FINANCIAL ADVISORS$81.9M1.6MTrimmed
4MORGAN STANLEY$79.8M1.5MAdded
5M&T Bank Corp$58.1M1.1MAdded
6LPL Financial LLC$54.3M1.0MTrimmed
7Schiavi & Co LLC$50.8M972,807Added
8Miracle Mile Advisors, LLC$50.7M970,536Added
9UBS Group AG$47.4M908,104Added
10Wealthquest Corp$36.3M696,093New
11MBM WEALTH CONSULTANTS, LLC$26.8M513,387Added
12BANK OF AMERICA CORP /DE/$20.8M399,217Trimmed
13Scott Capital Advisors, LLC$16.8M321,805Added
14JONES FINANCIAL COMPANIES LLLP$15.5M297,241Added
15Essential Planning, LLC.$15.5M296,964Added
16TD Capital Management LLC$14.3M273,341Added
17Spinnaker Investment Group, LLC$14.0M269,007New
18Per Stirling Capital Management, LLC.$13.7M263,352New
19Intellus Advisors LLC$12.7M244,244Added
20RAYMOND JAMES FINANCIAL INC$12.3M235,613Trimmed
21FMA Wealth Management, LLC$12.2M233,539Trimmed
22Stonebridge Financial Group, LLC$12.1M231,761Trimmed
23HighTower Advisors, LLC$11.0M211,649Added
24Bulwark Capital Corp$10.3M196,887Trimmed
25Wealth Advisors of Tampa Bay, LLC$10.0M192,111Added

Source: SEC Form 13F filings · as of 2026-06-30