Who Owns JPLD?
JPMorgan Limited Duration Bond ETF — Institutional Ownership & 13F Holdings
$52.33
+0.07 (+0.13%)
Market Cap
$3.6B
Shares Outstanding
71,978,911
Institutional Holders
76
Total Inst. Value
$1.3B
% of Float Held
—
QoQ Holder Change
+43
Institutional data as of Q1 2025
New Positions
19
Closed Positions
12
Increased
38
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $513.2M | 9,869 |
| 2 | JPMORGAN CHASE & CO | $458.5M | 8,816,974 |
| 3 | UBS Group AG | $50.9M | 978,968 |
| 4 | Schiavi & Co LLCNew | $36.6M | 703,993 |
| 5 | Composition Wealth, LLC | $31.2M | 600,504 |
| 6 | BANK OF AMERICA CORP /DE/ | $20.1M | 386,539 |
| 7 | MORGAN STANLEY | $15.4M | 297,109 |
| 8 | Stonebridge Financial Group, LLC | $13.4M | 257,656 |
| 9 | HighTower Advisors, LLC | $12.9M | 247,299 |
| 10 | MBM WEALTH CONSULTANTS, LLCNew | $12.0M | 231,678 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +2K | $513.2M |
| JPMORGAN CHASE & CO | +390K | $458.5M |
| UBS Group AG | +972K | $50.9M |
| Schiavi & Co LLCNew | +704K | $36.6M |
| Composition Wealth, LLC | +20K | $31.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BlueStem Wealth Partners, LLC | -155K | $363K |
| CAPTRUST FINANCIAL ADVISORS | -12K | $2K |
| MONECO ADVISORS, LLC | -10K | $3.5M |
| Private Advisor Group, LLC | -6K | $797K |
| NewEdge Advisors, LLC | -2K | $111K |
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Frequently Asked Questions
How many institutional investors hold JPLD?
As of Q1 2025, 76 institutional investors report holding JPLD (JPMorgan Limited Duration Bond ETF) in their 13F filings.
Which hedge fund owns the most JPLD?
The largest institutional holder of JPLD is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $513.2M in shares.
Are institutions buying or selling JPLD?
This quarter, 19 institutions opened new positions in JPLD and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.