JPLD institutional holders

J P MORGAN ETF LTD DURATION BD · 13F, 2026Q2

Managers holding161
Shares held63,558,339
Reported value$3.3bn
Quarter flows35 new, 71 added, 37 trimmed, 19 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
JPMORGAN CHASE & CO43,927,253$2.3bn0.1%
FMR LLC2,401,346$125.3m0.0%
CAPTRUST FINANCIAL ADVISORS1,569,546$81.9m0.1%
MORGAN STANLEY1,528,082$79.8m0.0%
M&T Bank Corp1,114,155$58.1m0.2%
LPL Financial LLC1,040,372$54.3m0.0%
Schiavi & Co LLC972,807$50.8m13.4%
Composition Wealth, LLC970,536$50.7m0.6%
UBS Group AG908,104$47.4m0.0%
Wealthquest Corp696,093$36.3m2.3%
MBM WEALTH CONSULTANTS, LLC513,387$26.8m5.2%
BANK OF AMERICA CORP /DE/399,217$20.8m0.0%
Scott Capital Advisors, LLC321,805$16.8m2.6%
JONES FINANCIAL COMPANIES LLLP297,241$15.5m0.0%
Essential Planning, LLC.296,964$15.5m4.4%
TD Capital Management LLC273,341$14.3m1.2%
Spinnaker Investment Group, LLC269,007$14.0m2.2%
Per Stirling Capital Management, LLC.263,352$13.7m1.3%
Intellus Advisors LLC244,244$12.7m1.5%
RAYMOND JAMES FINANCIAL INC235,613$12.3m0.0%
FMA Wealth Management, LLC233,539$12.2m7.8%
Stonebridge Financial Group, LLC231,761$12.1m0.9%
HighTower Advisors, LLC211,649$11.0m0.0%
Bulwark Capital Corp196,887$10.3m5.8%
Wealth Advisors of Tampa Bay, LLC192,111$10.0m3.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("JPLD"). JPLD price history · All 13F data

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