JPLD · JPMorgan Limited Duration Bond ETF · Holdings ETF

$51.48 +0.07 (+0.14%)

Volume · Oct 21 1.75M Avg daily vol (3M) 432.07K

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 →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 31

Total Value: $132,873,654

Total Shares: 2,584,588

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 31 13F filers · Δ vs Jun 30, 2026

Top Holder

21.4%

−47.8 pts

Top 5

69.8%

−9.7 pts

Top 10

90.1%

+3.4 pts

HHI

1,185

Broadly held−3,635

Who Holds JPLD

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 164 filers, like-for-like change +3.7%; actively managed books +3.7%; index-like books +5.2%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	15.8%	104	+30.5%	23	10
Adviser	0.0%	1	-65.9%	0	0
Bank	73.1%	12	-2.7%	1	1
Insurer	0.0%	1	-37.3%	0	0
Broker-dealer	1.6%	1	-9.9%	0	0
Holding company	6.5%	5	+64.6%	0	0
Unknown	3.0%	40	-8.4%	11	6

Style	Share	Filers	Change	New	Exited
Index-like	2.4%	1	+5.2%	0	1
Systematic-like	0.0%	1	-98.8%	1	1
Concentrated	8.8%	56	+40.5%	13	4
Diversified active	88.8%	106	+1.1%	21	11
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	95.9%	128	+5.2%	25	8
Medium turnover	3.3%	24	-13.2%	6	3
High turnover	0.0%	2	-98.3%	1	5
Unknown	0.8%	10	-17.9%	3	1
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	0.8%	9	+4.7%	3	2
Medium horizon	3.9%	41	+14.0%	8	2
Long horizon	95.2%	111	+3.4%	23	12
Unknown	0.1%	3	-43.4%	1	1
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	8.8%	69	+29.7%	16	3
$1B to $10B	5.0%	48	+49.9%	13	8
$10B to $100B	6.2%	30	-18.3%	5	3
$100B or more	80.0%	17	+1.7%	1	3
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	12.6%	97	+36.2%	22	9
Pension and profit sharing plans	2.5%	1	-3.5%	0	0
Insurance companies	0.0%	1	+5.7%	0	0
Other investment advisers	0.0%	2	0.0%	0	0
Other	0.5%	1	+720.9%	0	0
Diversified	0.2%	2	+4.1%	1	0
Pooled investment vehicles	0.0%	0	-100.0%	0	1
Unknown	84.2%	60	-0.1%	12	7

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.1%	1	-36.1%	0	3
Private equity funds	0.1%	3	-0.6%	0	0
Real estate funds	0.0%	2	+34.2%	0	0
Other private funds	2.9%	6	-2.9%	0	2
Mixed private funds	0.0%	0	-100.0%	0	1
No private funds	12.7%	92	+42.8%	23	4
Unknown	84.2%	60	-0.1%	12	7

Location	Share	Filers	Change	New	Exited
United States	98.5%	160	+3.7%	35	17
Outside the US	1.5%	4	+8.6%	0	0

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F and 1 holder with no observed 2026-06-30 13F.

Conviction and Crowding

164 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

48.2% of filers hold it in their top 10

Mar 31, 2026: 77

Holders above 5%

median weight 0.029%

Mar 31, 2026: 7

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

86.7%

of 13F shares, Herfindahl 0.482

Active holders

+3.7%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 10.5 quarters

Under 1 year 9.46% 1 to 3 years 14.1% 3 years or more 76.4% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $2,274,331 (1 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$51.83

estimated per share

Mar 31, 2026: $51.82

Quarter-end price

$52.19

implied by 13F values

Estimated gain or loss

+0.7%

price against the estimated cost

Estimated at a loss

6.57%

of costed 13F value

Estimated cost covers 98.1% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -134

Institutional value: -96.0%

Shares held: -95.9%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Small Spinnaker Investment Group, LLC	+118,944	387,951
Small Cedar Mountain Advisors, LLC	+99,490	111,757
Small Trellis Wealth Advisors LLC	+61,562	71,403
Small MBM WEALTH CONSULTANTS, LLC	+38,534	551,921
Small Scott Capital Advisors, LLC	+27,286	349,091

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Small Whipplewood Advisors, LLC	−56,344	59,394
Mid Stonebridge Financial Group, LLC	−44,442	187,319
Small Bulwark Capital Corp	−11,596	185,291
Small Nautilus Advisors LLC	−6,654	49,366
Small WINEBRENNER CAPITAL MANAGEMENT LLC	−3,126	42,219

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small Choice Wealth Advisors LLC	328,320	$16,878,931
Mid Cyndeo Wealth Partners, LLC	12,279	$631,263
Mid CoreCap Advisors, LLC	77	$3,958
Small Farmers & Merchants Trust Co of Chambersburg PA	1	$51

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)	Open
Small Cape Investment Advisory, Inc.	51	$2,661

Filter: New 4 Increased 10 Reduced 9 Sold out 1 Unchanged 8

Holder type: Registered adviser 23 Unknown 8

Showing 31 of 31

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Small MBM WEALTH CONSULTANTS, LLC Registered adviser JPLD	$28,374,258	21.35%	551,921	—	+38,534 +7.5%	Shares	2026-10-20
Small Spinnaker Investment Group, LLC Registered adviser JPLD	$19,944,560	15.01%	387,951	—	+118,944 +44.2%	Shares	2026-10-13
Small Scott Capital Advisors, LLC Registered adviser JPLD	$17,946,768	13.51%	349,091	—	+27,286 +8.5%	Shares	2026-10-13
Small Choice Wealth Advisors LLC JPLD	$16,878,931	12.70%	328,320	—	New	Shares	2026-10-16
Mid Stonebridge Financial Group, LLC JPLD	$9,630,069	7.25%	187,319	—	-44,442 -19.2%	Shares	2026-10-01
Small Bulwark Capital Corp Registered adviser JPLD	$9,525,810	7.17%	185,291	—	-11,596 -5.9%	Shares	2026-10-13
Small Cedar Mountain Advisors, LLC Registered adviser JPLD	$5,745,427	4.32%	111,757	—	+99,490 +811.0%	Shares	2026-10-15
Mid Apella Capital, LLC JPLD	$5,003,940	3.77%	97,334	—	-2,109 -2.1%	Shares	2026-10-08
Small Trellis Wealth Advisors LLC Registered adviser JPLD	$3,670,828	2.76%	71,403	—	+61,562 +625.6%	Shares	2026-10-19
Small Whipplewood Advisors, LLC JPLD	$3,053,445	2.30%	59,394	—	-56,344 -48.7%	Shares	2026-10-20
Small Nautilus Advisors LLC Registered adviser JPLD	$2,537,906	1.91%	49,366	—	-6,654 -11.9%	Shares	2026-10-07
Small WINEBRENNER CAPITAL MANAGEMENT LLC Registered adviser JPLD	$2,170,478	1.63%	42,219	—	-3,126 -6.9%	Shares	2026-10-07
Small TCP Asset Management, LLC Registered adviser JPLD	$1,198,058	0.90%	23,304	—	-847 -3.5%	Shares	2026-10-14
Small Cottage Street Advisors LLC JPLD	$1,190,912	0.90%	23,165	—	+13,138 +131.0%	Shares	2026-10-19
Mid Galvin, Gaustad & Stein, LLC Registered adviser JPLD	$1,083,465	0.82%	21,075	—	+4,605 +28.0%	Shares	2026-10-08
Mid KWB Wealth Registered adviser JPLD	$877,877	0.66%	17,076	—	+433 +2.6%	Shares	2026-10-16
Small Lakeside Advisors, INC. Registered adviser JPLD	$853,406	0.64%	16,600	—	+6,100 +58.1%	Shares	2026-10-20
Mid PRIVATE TRUST CO NA JPLD	$643,961	0.48%	12,526	—	0 0.0%	Shares	2026-10-20
Mid Cyndeo Wealth Partners, LLC Registered adviser JPLD	$631,263	0.48%	12,279	—	New	Shares	2026-10-16
Mid PFG Advisors Registered adviser JPLD	$490,862	0.37%	9,548	—	+102 +1.1%	Shares	2026-10-16
Small Family Office Research LLC Registered adviser JPLD	$397,707	0.30%	7,736	—	0 0.0%	Shares	2026-10-14
Mid Diversified Enterprises, LLC Registered adviser JPLD	$348,559	0.26%	6,780	—	-415 -5.8%	Shares	2026-10-19
Small McHugh Group, LLC JPLD	$257,050	0.19%	5,000	—	0 0.0%	Shares	2026-10-19
Small Beacon Financial Advisory LLC Registered adviser JPLD	$214,636	0.16%	4,175	—	-1,025 -19.7%	Shares	2026-10-16
Small Portfolio Resources Advisor Group, Inc. Registered adviser JPLD	$79,068	0.06%	1,538	—	0 0.0%	Shares	2026-10-20
Small BLUELINE ADVISORS LLC Registered adviser JPLD	$67,964	0.05%	1,322	—	0 0.0%	Shares	2026-10-15
Large Farther Finance Advisors, LLC Registered adviser JPLD	$30,331	0.02%	590	—	0 0.0%	Shares	2026-10-08
Small NFSG Corp Registered adviser JPLD	$11,824	0.01%	230	—	0 0.0%	Shares	2026-10-15
Small Triumph Capital Management Registered adviser JPLD	$10,282	0.01%	200	—	0 0.0%	Shares	2026-10-14
Mid CoreCap Advisors, LLC Registered adviser JPLD	$3,958	0.00%	77	—	New	Shares	2026-10-08
Small Farmers & Merchants Trust Co of Chambersburg PA JPLD	$51	0.00%	1	—	New	Shares	2026-10-14
Small Cape Investment Advisory, Inc. Registered adviser JPLD	$2,661	0.00%	51	—	Sold Out	Shares	2026-07-23
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