13F reference period
Q2 2026
Security Snapshot
JPMorgan Limited Duration Bond ETF - COMMON STOCK (JPLD) Institutional Ownership
CUSIP: 46654Q773
13F Institutional Holders and Ownership History from Q3 2023 to Q3 2026
Institutions Reporting
165
Shares (Excl. Options)
63.56M
Full value: 63,563,290 · shares · 30 Jun 2026Price
$52.19
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- JPLD
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 63,563,290
- Total 13F value
- $3,317,711,753
- Portfolio coverage rank
- 0.01%
- Share change
- +2,296,155
- Value change
- +$119,940,229
- Number of holders
- 165
- Shares outstanding
- 78,890,616
- SEC-reported price per share
- $51.37
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- JPLD - JPMorgan Limited Duration Bond ETF - COMMON STOCK is tracked under CUSIP 46654Q773.
- 165 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 145 to 165 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$3.2B
Full value: $3,198,246,409 · USD · 31 Mar 2026.$3.32B
Full value: $3,317,711,753 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 165 institutions filings for Q2 2026.
Security key
46654Q773
13F reference period
Q2 2026
13F holders
165
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46654Q773:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
JPLD
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 6.1% | $247,209,266 | 4,812,328 | FMR LLC | 30 Sep 2026 |
As of 30 Jun 2026,
165
institutional investors reported holding
shares of
JPMorgan Limited Duration Bond ETF - COMMON STOCK (JPLD).
This represents
81%
of the company’s total
outstanding shares.
63.56M
Full value: 63,563,290 · shares · 30 Jun 202678.89M
Full value: 78,890,616 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
75%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 56% | 43,927,253 | -3.1% | 0.13% | $2,293,002,659 |
| FMR LLC | 3% | 2,401,346 | +51090% | 0.01% | $125,326,238 |
| CAPTRUST FINANCIAL ADVISORS | 2% | 1,569,546 | -3.5% | 0.13% | $81,914,583 |
| MORGAN STANLEY | 1.9% | 1,528,082 | +5.8% | 0% | $79,750,604 |
| M&T Bank Corp | 1.4% | 1,114,155 | +4.4% | 0.17% | $58,147,776 |
| LPL Financial LLC | 1.3% | 1,040,372 | -9.9% | 0.01% | $54,297,035 |
| Schiavi & Co LLC | 1.2% | 972,807 | +8.6% | 13% | $50,770,778 |
| Composition Wealth, LLC | 1.2% | 970,536 | +5.7% | 0.59% | $50,652,254 |
| UBS Group AG | 1.2% | 908,104 | +8.7% | 0.01% | $47,393,948 |
| Wealthquest Corp | 0.88% | 696,093 | 2.3% | $36,329,094 | |
| MBM WEALTH CONSULTANTS, LLC | 0.65% | 513,387 | +51% | 5.2% | $26,793,691 |
| BANK OF AMERICA CORP /DE/ | 0.51% | 399,217 | -0.89% | 0% | $20,835,130 |
| Scott Capital Advisors, LLC | 0.41% | 321,805 | +721% | 2.6% | $16,795,005 |
| JONES FINANCIAL COMPANIES LLLP | 0.38% | 297,241 | +16% | 0.01% | $15,515,992 |
| Essential Planning, LLC. | 0.38% | 296,964 | +30% | 4.4% | $15,498,600 |
| TD Capital Management LLC | 0.35% | 273,341 | +3.6% | 1.2% | $14,265,666 |
| Spinnaker Investment Group, LLC | 0.34% | 269,007 | 2.2% | $14,039,476 | |
| Per Stirling Capital Management, LLC. | 0.33% | 263,352 | 1.3% | $13,744,365 | |
| Intellus Advisors LLC | 0.31% | 244,244 | +4.6% | 1.5% | $12,747,114 |
| RAYMOND JAMES FINANCIAL INC | 0.3% | 235,613 | -1% | 0% | $12,296,659 |
| FMA Wealth Management, LLC | 0.3% | 233,539 | -1.8% | 7.8% | $12,188,383 |
| Stonebridge Financial Group, LLC | 0.29% | 231,761 | -7.8% | 0.92% | $12,095,624 |
| HighTower Advisors, LLC | 0.27% | 211,649 | +0.95% | 0.01% | $11,045,961 |
| Bulwark Capital Corp | 0.25% | 196,887 | -17% | 5.8% | $10,275,533 |
| Wealth Advisors of Tampa Bay, LLC | 0.24% | 192,111 | +3.9% | 3.1% | $10,026,256 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
13
Headline period
Q2 2026
Rows shown
1-13 of 13
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 6,103,298 | $313,709,235 | +$50,784,176 | $51.41 | 73 |
| 2026 Q2 | 63,563,290 | $3,317,711,753 | +$119,940,229 | $52.19 | 165 |
| 2026 Q1 | 61,246,941 | $3,198,246,409 | +$630,537,507 | $52.19 | 145 |
| 2025 Q4 | 49,251,926 | $2,577,816,558 | +$40,509,577 | $52.34 | 124 |
| 2025 Q3 | 48,311,284 | $2,535,125,587 | +$1,104,299,941 | $52.48 | 98 |
| 2025 Q2 | 27,283,855 | $1,425,056,325 | +$591,478,211 | $52.23 | 94 |
| 2025 Q1 | 15,833,230 | $823,659,724 | +$105,174,359 | $52.00 | 79 |
| 2024 Q4 | 13,817,863 | $712,033,114 | +$112,229,307 | $51.52 | 75 |
| 2024 Q3 | 11,192,837 | $583,672,569 | +$61,626,464 | $52.15 | 61 |
| 2024 Q2 | 10,014,823 | $512,748,271 | -$21,589,675 | $51.20 | 45 |
| 2024 Q1 | 10,379,823 | $528,732,419 | +$11,910,404 | $50.94 | 45 |
| 2023 Q4 | 10,146,622 | $513,427,935 | -$13,214,298 | $50.60 | 36 |
| 2023 Q3 | 10,360,294 | $516,977,719 | +$516,977,719 | $49.90 | 36 |