JPLD · JPMorgan Limited Duration Bond ETF ETF
$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.
Holders: 2
Total Value: $8,058,448
Total Shares: 154,406
Institutional Ownership Trend
12 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
91.3%
+16.8 pts
Top 5
100.0%
+17.0 pts
Top 10
100.0%
+11.0 pts
HHI
8,416
Highly concentrated+2,831
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
143
Unchanged
0
Holder count:
-142
Institutional value:
-99.7%
Shares held:
-99.7%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mid ANCHOR CAPITAL ADVISORS LLC | +3,894 | 141,013 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Planning Project LLC | 13,393 | $698,980 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega JPMORGAN CHASE & CO | 45,330,378 | $2,365,792,427 | |
| Large CAPTRUST FINANCIAL ADVISORS | 1,626,980 | $84,912,086 | |
| Mega MORGAN STANLEY | 1,443,805 | $75,352,182 | |
| Mega LPL Financial LLC | 1,154,806 | $60,269,325 | |
| Mid Composition Wealth, LLC | 918,297 | $47,925,920 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid ANCHOR CAPITAL ADVISORS LLC JPLD | $7,359,468 | 91.33% | 141,013 | Shares | 2026-09-03 | |
| Small Planning Project LLC JPLD | $698,980 | 8.67% | 13,393 | Shares | 2026-09-01 |