Skip to main content
Equibles
JPLD logo

JPLD · JPMorgan Limited Duration Bond ETF ETF

Alerts for JPLD

Use JPLD with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$51.78 -0.02 (-0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $8,058,448
Total Shares: 154,406

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
91.3%
Sep 2023 → Jun 2026 · range 82.5% – 100.0%
−8.7 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 91.8% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 97.2% – 100.0%
0.0 pts
HHI
8,416
Sep 2023 → Jun 2026 · range 6,839 – 10,000
Highly concentrated−1,584

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: -85.5%
Shares held: -85.5%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
ANCHOR CAPITAL ADVISORS LLC 141,013 $7,359,468
Planning Project LLC 13,393 $698,980

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 1,067,270 $55,700,818
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
ANCHOR CAPITAL ADVISORS LLC JPLD $7,359,468 91.33% 141,013
Planning Project LLC JPLD $698,980 8.67% 13,393