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JPMorgan Limited Duration Bond ETF (JPLD) Institutional Ownership

JPMorgan Limited Duration Bond ETF logo
$51.50
+0.05 (+0.10%)
(As of 11/4/2024 ET)

Institutional Ownership Changes (13F Filings) for JPMorgan Limited Duration Bond ETF (BATS:JPLD)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$522.13M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$13.07M
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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
10/28/2024 Creative Financial Designs Inc. ADV890$46K0.0%N/A0.007%
10/25/2024 MONECO Advisors LLC90,455$4.72M0.6%-5.5%0.666%
10/24/2024 PFG Investments LLC8,505$444K0.0%+107.4%0.063%
10/22/2024 Private Advisor Group LLC4,059$212K0.0%N/A0.030%
10/18/2024Raymond James & Associates196,280$10.24M0.0%+3.9%1.444%
10/15/2024 FMA 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%
7/26/2024Financial Connections Group Inc.56,727$2.90M1.5%+5,672,600.0%0.417%
7/24/2024&PARTNERS17,230$882K0.0%N/A0.127%
7/19/2024 MONECO Advisors LLC95,767$4.90M0.7%-4.6%0.705%
7/19/2024Raymond James & Associates188,875$9.67M0.0%+5.8%1.390%
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%
5/7/2024 PFG Advisors9,118$464K0.0%N/A0.067%
4/29/2024Commonwealth Equity Services LLC43,573$2.22M0.0%-67.9%0.321%
4/26/2024 MONECO 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%
4/15/2024GoalVest Advisory LLC546$28K0.0%N/A0.004%
3/13/2024 MONECO 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%
2/6/2024 Lincoln National Corp5,161$261K0.0%-13.0%0.000%
2/5/2024 MONECO Advisors LLC106,010$5.36M1.0%N/A0.000%
2/5/2024Choreo 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%
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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%
11/8/2023Choreo 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%
11/6/2023 Lincoln National Corp5,932$296K0.0%N/A0.000%
11/1/2023Csenge Advisory Group8,863$442K0.0%N/A0.000%
10/31/2023 Allworth Financial LP1,205$60K0.0%N/A0.000%
10/25/2023 Concourse 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, 38 institutional investors and hedge funds held shares of JPMorgan Limited Duration Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($423.69M), Captrust Financial Advisors ($32.10M), Miracle Mile Advisors LLC ($28.58M), FMA Wealth Management LLC ($11.89M), Raymond James & Associates ($10.24M), MBM Wealth Consultants LLC ($9.21M), 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 34 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 ($548.07K), FMA Wealth Management LLC ($227.90K), Raymond James & Associates ($196.28K), MBM Wealth Consultants LLC ($176.61K), LPL Financial LLC ($160.25K), and Commonwealth Equity Services LLC ($152.83K).

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

Institutional investors have bought a total of 10,601,909 shares in the last 24 months. This purchase volume represents approximately $531.91M in transactions.

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

Of the 10 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), Cetera Investment Advisers ($8.71K), Epoch Investment Partners Inc. ($3.45K), and Private Trust Co. NA ($1.36K).

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

Institutional investors have sold a total of 256,944 shares in the last 24 months. This volume of shares sold represents approximately $13.07M in transactions.



This page (BATS:JPLD) was last updated on 11/4/2024 by MarketBeat.com Staff
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