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JPMorgan Limited Duration Bond ETF (JPLD) Institutional Ownership

JPMorgan Limited Duration Bond ETF logo
$51.76 +0.03 (+0.05%)
Closing price 01/31/2025 03:57 PM Eastern
Extended Trading
$51.77 +0.01 (+0.01%)
As of 01/31/2025 06:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Limited Duration Bond ETF (BATS:JPLD)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$112.61M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.61M
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JPLD Institutional Buying and Selling by Quarter

JPMorgan Limited Duration Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025D.A. Davidson & CO.37,868$1.95M0.0%+31.6%0.279%
1/31/2025Truist Financial Corp9,144$471K0.0%-61.7%0.067%
1/30/2025 Centerpoint Advisory Group9,809$505K0.5%N/A0.072%
1/29/2025 Stonebridge Financial Group LLC220,901$11.38M1.3%N/A1.625%
1/23/2025 Synergy Asset Management LLC25,689$1.34M0.1%+42.0%0.189%
1/23/2025 Foster & Motley Inc.7,730$398K0.0%N/A0.057%
1/22/2025 PFG Investments LLC8,855$456K0.0%+4.1%0.065%
1/21/2025 GSB Wealth Management LLC23,362$1.20M0.3%N/A0.172%
1/21/2025 Geneos Wealth Management Inc.1,209$62K0.0%N/A0.009%
1/17/2025 MBM Wealth Consultants LLC217,095$11.19M3.3%+22.9%1.597%
1/15/2025 Wealthcare Advisory Partners LLC49,624$2.56M0.1%N/A0.365%
1/14/2025 KWB Wealth3,986$208K0.0%-5.1%0.029%
1/13/2025 Miracle Mile Advisors LLC580,867$29.93M0.6%+6.0%4.274%
11/18/2024FRG Family Wealth Advisors LLC5,800$302K0.1%N/A0.043%
11/15/2024MidWestOne Financial Group Inc.41,003$2.14M0.3%+68.9%0.302%
11/15/2024MML Investors Services LLC8,079$421K0.0%N/A0.059%
11/15/2024MCIA Inc36,974$1.90M0.4%N/A0.272%
11/15/2024Jane Street Group LLC8,863$462K0.0%-37.5%0.065%
11/14/2024Flow Traders U.S. LLC16,135$841K0.0%N/A0.119%
11/14/2024Captrust Financial Advisors56,726$2.96M0.0%-15.6%0.417%
11/13/2024D.A. Davidson & CO.28,772$1.50M0.0%-7.3%0.212%
11/7/2024Essential Planning LLC.10,824$564K0.2%N/A0.080%
11/6/2024OneDigital Investment Advisors LLC23,845$1.24M0.0%N/A0.175%
10/28/2024Creative Financial Designs Inc. ADV890$46K0.0%N/A0.007%
10/25/2024MONECO Advisors LLC90,455$4.72M0.6%-5.5%0.666%
10/24/2024 PFG Investments LLC8,505$444K0.0%+107.4%0.063%
10/22/2024Private Advisor Group LLC4,059$212K0.0%N/A0.030%
10/18/2024Raymond James & Associates196,280$10.24M0.0%+3.9%1.444%
10/15/2024FMA Wealth Management LLC227,898$11.89M8.6%N/A1.677%
10/8/2024 MBM Wealth Consultants LLC176,609$9.21M2.9%N/A1.300%
10/7/2024 Miracle Mile Advisors LLC548,073$28.58M0.7%N/A4.033%
8/22/2024Cetera Investment Advisers18,891$967K0.0%-31.6%0.139%
8/16/2024Susquehanna International Group LLP122,684$6.28M0.0%-14.1%0.903%
8/16/2024MidWestOne Financial Group Inc.24,273$1.24M0.2%+136.9%0.179%
8/13/2024Wealth Advisors of Tampa Bay LLC81,887$4.19M2.0%-0.9%0.603%
7/31/2024Commonwealth Equity Services LLC37,375$1.91M0.0%-14.2%0.275%
7/26/2024 Financial Connections Group Inc.56,727$2.90M1.5%+5,672,600.0%0.417%
7/24/2024&PARTNERS17,230$882K0.0%N/A0.127%
7/19/2024MONECO Advisors LLC95,767$4.90M0.7%-4.6%0.705%
7/19/2024Raymond James & Associates188,875$9.67M0.0%+5.8%1.390%
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5/16/2024Jane Street Group LLC90,122$4.59M0.0%+556.8%0.663%
5/16/2024Captrust Financial Advisors630,047$32.10M0.1%+28.2%4.636%
5/15/2024Epoch Investment Partners Inc.43,439$2.21M0.0%-7.4%0.320%
5/7/2024PFG Advisors9,118$464K0.0%N/A0.067%
4/29/2024Commonwealth Equity Services LLC43,573$2.22M0.0%-67.9%0.321%
4/26/2024MONECO Advisors LLC100,609$5.13M0.8%-5.3%0.709%
4/23/2024Swisher Financial Concepts Inc.47,075$2.38M2.1%-2.7%0.332%
4/23/2024Raymond James Financial Services Advisors Inc.30,726$1.57M0.0%N/A0.217%
4/22/2024 PFG Investments LLC4,101$209K0.0%N/A0.029%
4/22/2024Raymond James & Associates178,587$9.10M0.0%N/A1.259%
4/20/2024 KWB Wealth4,176$213K0.0%N/A0.029%
4/15/2024 GoalVest Advisory LLC546$28K0.0%N/A0.004%
3/13/2024MONECO Advisors LLC106,246$5.38M1.0%-4.7%0.000%
2/9/2024D.A. Davidson & CO.31,362$1.59M0.0%+91.3%0.000%
2/6/2024Lincoln National Corp5,161$261K0.0%-13.0%0.000%
2/5/2024MONECO Advisors LLC106,010$5.36M1.0%N/A0.000%
2/5/2024 Choreo LLC5,990$304K0.0%-6.2%0.000%
2/1/2024 Prism Advisors Inc.27,122$1.37M0.4%N/A0.000%
1/25/2024Wealth Advisors of Tampa Bay LLC98,628$4.99M2.5%-50.6%0.000%
1/24/2024Private Trust Co. NA8,664$438K0.1%-13.5%0.000%
11/15/2023JPMorgan Chase & Co.8,490,803$423.69M0.0%N/A0.000%
11/13/2023Epoch Investment Partners Inc.46,889$2.34M0.0%N/A0.000%
11/13/2023Mariner LLC16,312$814K0.0%N/A0.000%
11/13/2023LPL Financial LLC160,247$8.00M0.0%N/A0.000%
11/13/2023PNC Financial Services Group Inc.530$26K0.0%N/A0.000%
11/8/2023 Choreo LLC6,383$319K0.0%N/A0.000%
11/8/2023D.A. Davidson & CO.16,394$818K0.0%N/A0.000%
11/7/2023Great Valley Advisor Group Inc.4,440$222K0.0%N/A0.000%
11/6/2023Lincoln National Corp5,932$296K0.0%N/A0.000%
11/1/2023 Csenge Advisory Group8,863$442K0.0%N/A0.000%
10/31/2023 Allworth Financial LP1,205$60K0.0%N/A0.000%
10/25/2023Concourse Financial Group Securities Inc.1,236$62K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC152,826$7.63M0.0%N/A0.000%
10/18/2023Private Trust Co. NA10,020$500K0.1%N/A0.000%
10/17/2023 Lionsbridge Wealth Management LLC20,815$1.04M1.0%N/A0.000%
10/17/2023 GHP Investment Advisors Inc.902$45K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

JPLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPLD shares?

During the previous two years, 52 institutional investors and hedge funds held shares of JPMorgan Limited Duration Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($423.69M), Miracle Mile Advisors LLC ($29.93M), FMA Wealth Management LLC ($11.89M), Stonebridge Financial Group LLC ($11.38M), MBM Wealth Consultants LLC ($11.19M), Raymond James & Associates ($10.24M), and LPL Financial LLC ($8.00M).Learn more on JPLD's institutional investors.

Which institutional investors have been buying JPMorgan Limited Duration Bond ETF stock?

Of the 47 institutional investors that purchased JPMorgan Limited Duration Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($8.49M), Miracle Mile Advisors LLC ($580.87K), FMA Wealth Management LLC ($227.90K), Stonebridge Financial Group LLC ($220.90K), MBM Wealth Consultants LLC ($217.10K), Raymond James & Associates ($196.28K), and LPL Financial LLC ($160.25K).

How much institutional buying is happening at JPMorgan Limited Duration Bond ETF?

Institutional investors have bought a total of 11,123,256 shares in the last 24 months. This purchase volume represents approximately $558.91M in transactions.

Which JPMorgan Limited Duration Bond ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold JPMorgan Limited Duration Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Advisors of Tampa Bay LLC ($101.65K), Commonwealth Equity Services LLC ($98.27K), MONECO Advisors LLC ($20.84K), Susquehanna International Group LLP ($20.22K), Truist Financial Corp ($14.73K), Captrust Financial Advisors ($10.51K), and Cetera Investment Advisers ($8.71K).

How much institutional selling is happening at JPMorgan Limited Duration Bond ETF?

Institutional investors have sold a total of 289,968 shares in the last 24 months. This volume of shares sold represents approximately $14.78M in transactions.



This page (BATS:JPLD) was last updated on 2/1/2025 by MarketBeat.com Staff
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