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JPMorgan LTD Duration ETF (JPLD)

CUSIP: 46654Q773 | NYSE | 245 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GFMR LLC4,812,3286.1%New 5%+ stakeSep 30, 20262,401,346 sh (Jun 30, 2026)
13GFMR LLC

Institutional Holders — Q3 2026

MBM Wealth Consultants, LLC551,921
5.2% of portfolio›$28.4M
Spinnaker Investment Group, LLC387,951
3.1% of portfolio›$19.9M
Essential Planning, Llc.384,490
5.4% of portfolio›$19.8M
Scott Capital Advisors, LLC349,091
2.6% of portfolio›$17.9M
Choice Wealth Advisors LLC328,320
5.8% of portfolio›$16.9M
Kraft, Davis & Associates, LLC238,671
2.6% of portfolio›$12.3M
FMA Wealth Management, LLC235,675
7.6% of portfolio›$12.1M
Juno Financial Group LLC192,057
3.5% of portfolio›$9.9M
Stonebridge Financial Group, LLC187,319
0.7% of portfolio›$9.6M
Bulwark Capital Corp185,291
5.0% of portfolio›$9.5M
Moneco Advisors, LLC170,420
0.5% of portfolio›$8.8M
Anchor Capital Advisors LLC143,756
0.2% of portfolio›$7.4M
Commonwealth Equity Services, LLC121,485
0.0% of portfolio›$6.2M
Cedar Mountain Advisors, LLC111,757
1.0% of portfolio›$5.7M
WBH Advisory Inc99,884
0.3% of portfolio›$5.1M
Apella Capital, LLC97,334
0.1% of portfolio›$5.0M
Sunrise Financial Services, LLC97,147
2.8% of portfolio›$5.0M
Turning Point Benefit Group, Inc.93,462
2.0% of portfolio›$4.8M
Grey Ledge Advisors, LLC86,984
0.9% of portfolio›$4.5M
Trellis Wealth Advisors LLC71,403
1.2% of portfolio›$3.7M
Diversified Portfolios, Inc.67,964
0.2% of portfolio›$3.5M
Insight Wealth Partners, LLC64,488
0.4% of portfolio›$3.3M
Wealthcare Advisory Partners LLC60,924
0.1% of portfolio›$3.1M
Whipplewood Advisors, LLC59,394
2.1% of portfolio›$3.1M
Flagship Harbor Advisors, LLC54,856
0.1% of portfolio›$2.8M
Ascent Group, LLC52,195
0.1% of portfolio›$2.7M
Nautilus Advisors LLC49,366
1.5% of portfolio›$2.5M
Cambridge Investment Research Advisors, Inc.43,709
0.0% of portfolio›$2.2K
Winebrenner Capital Management LLC42,219
1.4% of portfolio›$2.2M
Rossby Financial, LCC40,990
0.3% of portfolio›$2.1M
Bfsg, LLC39,447
0.2% of portfolio›$2.0M
D.A. Davidson & Co.35,154
0.0% of portfolio›$1.8M
Hazlett, Burt & Watson, Inc.29,827
0.2% of portfolio›$419.1K
Iron Financial LLC26,338
0.6% of portfolio›$1.4M
TCP Asset Management, LLC23,304
0.1% of portfolio›$1.2M
Cottage Street Advisors LLC23,165
0.5% of portfolio›$1.2M
Truist Financial Corp22,077
0.0% of portfolio›$1.1M
Galvin, Gaustad & Stein, LLC21,075
0.1% of portfolio›$1.1M
Oppenheimer & Co Inc17,830
0.0% of portfolio›$916.6K
Fifth Third Bancorp17,433
0.0% of portfolio›$896.2K
KWB Wealth17,076
0.1% of portfolio›$877.9K
Lakeside Advisors, Inc.16,600
0.5% of portfolio›$853.4K
J.W. Cole Advisors, Inc.15,867
0.0% of portfolio›$815.7K
Private Trust Co NA12,526
0.1% of portfolio›$644.0K
Cyndeo Wealth Partners, LLC12,279
0.0% of portfolio›$631.3K
Creative Planning10,990
0.0% of portfolio›$565.0K
PFG Advisors9,548
0.0% of portfolio›$490.9K
M Holdings Securities, Inc.7,748
0.2% of portfolio›$398.0K
Family Office Research LLC7,736
0.2% of portfolio›$397.7K
HUB Investment Partners, LLC7,516
0.0% of portfolio›$386.4K
Diversified Enterprises, LLC6,780
0.0% of portfolio›$348.6K
Kestra Advisory Services, LLC6,624
0.0% of portfolio›$340.5K
StoneX Group Inc.6,357
0.0% of portfolio›$326.8K
WJ Wealth Management, LLC5,746
0.1% of portfolio›$295.4K
Centerpoint Advisory Group5,560
0.2% of portfolio›$285.8K
McHugh Group, LLC5,000
0.1% of portfolio›$257.1K
Perigon Wealth Management, LLC4,293
0.0% of portfolio›$220.7K
Beacon Financial Advisory LLC4,175
0.0% of portfolio›$214.6K
Putney Financial Group LLC2,845
0.1% of portfolio›$146.3K
Archer Investment Corp2,106
0.0% of portfolio›$108.3K
Portfolio Resources Advisor Group, Inc.1,538
0.1% of portfolio›$79.1K
Blueline Advisors LLC1,322
0.0% of portfolio›$68.0K
Flagship Wealth Advisors, LLC1,214
0.0% of portfolio›$62.4K
Creative Financial Designs Inc941
0.0% of portfolio›$48.4K
Wagner Wealth Management, LLC862
0.0% of portfolio›$44.3K
Farther Finance Advisors, LLC590
0.0% of portfolio›$30.3K
MidAtlantic Capital Management, Inc.556
0.0% of portfolio›$28.6K
Nemes Rush Group LLC384
0.0% of portfolio›$19.7K
Buck Wealth Strategies, LLC247
0.0% of portfolio›$12.7K
Nfsg Corp230
0.0% of portfolio›$11.8K
Triumph Capital Management200
0.0% of portfolio›$10.3K
Independence Bank of Kentucky149
0.0% of portfolio›$7.7K
Ascentis Independent Advisors133
0.0% of portfolio›$6.8K
Hughes Financial Services, LLC115
0.0% of portfolio›$5.9K
Mainstream Capital Management LLC113
0.0% of portfolio›$5.8K
CoreCap Advisors, LLC77
0.0% of portfolio›$4.0K
Elevated Capital Advisors, LLC62
0.0% of portfolio›$3.2K
US Bancorp \de\5
0.0% of portfolio›$257
Allspring Global Investments Holdings, LLC2
0.0% of portfolio›$103
Farmers & Merchants Trust Co of Chambersburg PA1
0.0% of portfolio›$0
StyleTurnoverLocationFiled
MBM Wealth Consultants, LLC
551,921$28.4M5.2%ETFVery LowChesterfield, MO2026-10-20
Spinnaker Investment Group, LLC
387,951$19.9M3.1%ETFLowNewport Beach, CA2026-10-13
Essential Planning, Llc.
384,490$19.8M5.4%ETFLowPortsmouth, NH2026-10-21
Scott Capital Advisors, LLC
349,091$17.9M2.6%ETFVery LowPortland, OR2026-10-13
Choice Wealth Advisors LLC
328,320$16.9M5.8%ETFMediumWaterville, ME2026-10-16
Kraft, Davis & Associates, LLC
238,671$12.3M2.6%ETFMediumSt. Louis, MO2026-10-21
FMA Wealth Management, LLC
235,675$12.1M7.6%ETFVery LowDuxbury, MA2026-10-21
Juno Financial Group LLC
192,057$9.9M3.5%ETFMediumRichmond, VA2026-10-27
Stonebridge Financial Group, LLC
187,319$9.6M0.7%ETFMediumWormleysburg, PA2026-10-01
Bulwark Capital Corp
185,291$9.5M5.0%ETFMediumFernandina Beach, FL2026-10-13
Moneco Advisors, LLC
170,420$8.8M0.5%ETFLowFairfield, CT2026-11-05
Anchor Capital Advisors LLC
143,756$7.4M0.2%ValueMediumBoston, MA2026-11-05
Commonwealth Equity Services, LLC
121,485$6.2M0.0%ETFLowWaltham, MA2026-11-02
Cedar Mountain Advisors, LLC
111,757$5.7M1.0%ETFVery LowLake Oswego, OR2026-10-15
WBH Advisory Inc
99,884$5.1M0.3%ETFLowBaltimore, MD2026-11-05
Apella Capital, LLC
97,334$5.0M0.1%ETFVery LowWest Hartford, CT2026-10-08
Sunrise Financial Services, LLC
97,147$5.0M2.8%ETFMediumBurien, WA2026-10-21
Turning Point Benefit Group, Inc.
93,462$4.8M2.0%ETFMediumFrederick, MD2026-10-28
Grey Ledge Advisors, LLC
86,984$4.5M0.9%CoreLowGuilford, CT2026-11-02
Trellis Wealth Advisors LLC
71,403$3.7M1.2%ETFVery LowSan Luis Obispo, CA2026-10-19
Diversified Portfolios, Inc.
67,964$3.5M0.2%ETFLowBloomfield Hills, MI2026-11-04
Insight Wealth Partners, LLC
64,488$3.3M0.4%ETFLowPlano, TX2026-10-26
Wealthcare Advisory Partners LLC
60,924$3.1M0.1%ETFLowWest Chester, PA2026-10-21
Whipplewood Advisors, LLC
59,394$3.1M2.1%ETFLowLittleton, CO2026-10-20
Flagship Harbor Advisors, LLC
54,856$2.8M0.1%ETFMediumBoston, MA2026-10-26
Ascent Group, LLC
52,195$2.7M0.1%CoreLowVirginia Beach, VA2026-10-30
Nautilus Advisors LLC
49,366$2.5M1.5%GrowthLowLa Jolla, CA2026-10-07
Cambridge Investment Research Advisors, Inc.
43,709$2.2K0.0%ETFLowFairfield, IA2026-11-02
Winebrenner Capital Management LLC
42,219$2.2M1.4%ETFLowLouisville, KY2026-10-07
Rossby Financial, LCC
40,990$2.1M0.3%ETFMediumMelbourne, FL2026-11-05
Bfsg, LLC
39,447$2.0M0.2%CoreLowIrvine, CA2026-10-30
D.A. Davidson & Co.
35,154$1.8M0.0%CoreLowGreat Falls, MT2026-10-28
Hazlett, Burt & Watson, Inc.
29,827$419.1K0.2%CoreVery LowWheeling, WV2026-11-04
Iron Financial LLC
26,338$1.4M0.6%ETFLowNorthbrook, IL2026-10-23
TCP Asset Management, LLC
23,304$1.2M0.1%ETFLowUpper Arlington, OH2026-10-14
Cottage Street Advisors LLC
23,165$1.2M0.5%GrowthLowMarion, MA2026-10-19
Truist Financial Corp
22,077$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Galvin, Gaustad & Stein, LLC
21,075$1.1M0.1%CoreMediumScottsdale, AZ2026-10-08
Oppenheimer & Co Inc
17,830$916.6K0.0%CoreLowNew York, NY2026-10-26
Fifth Third Bancorp
17,433$896.2K0.0%IndexVery LowCincinnati, OH2026-11-05
KWB Wealth
17,076$877.9K0.1%ETFMediumRedlands, CA2026-10-16
Lakeside Advisors, Inc.
16,600$853.4K0.5%CoreVery LowSeattle, WA2026-10-20
J.W. Cole Advisors, Inc.
15,867$815.7K0.0%IndexLowTampa, FL2026-11-05
Private Trust Co NA
12,526$644.0K0.1%CoreLowCleveland, OH2026-10-20
Cyndeo Wealth Partners, LLC
12,279$631.3K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Creative Planning
10,990$565.0K0.0%IndexVery LowOverland Park, KS2026-11-02
PFG Advisors
9,548$490.9K0.0%ETFMediumPhoenix, AZ2026-10-16
M Holdings Securities, Inc.
7,748$398.0K0.2%ETFHighPortland, OR2026-11-03
Family Office Research LLC
7,736$397.7K0.2%ETFLowBethesda, MD2026-10-14
HUB Investment Partners, LLC
7,516$386.4K0.0%GrowthLowAustin, TX2026-11-03
Diversified Enterprises, LLC
6,780$348.6K0.0%ETFVery LowWilmington, DE2026-10-19
Kestra Advisory Services, LLC
6,624$340.5K0.0%CoreLowAustin, TX2026-11-02
StoneX Group Inc.
6,357$326.8K0.0%ETFMediumNew York, NY2026-11-03
WJ Wealth Management, LLC
5,746$295.4K0.1%ETFMediumGlendale, AZ2026-11-03
Centerpoint Advisory Group
5,560$285.8K0.2%ETFLowOverland Park, KS2026-10-23
McHugh Group, LLC
5,000$257.1K0.1%GrowthVery LowBratenahl, OH2026-10-19
Perigon Wealth Management, LLC
4,293$220.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Beacon Financial Advisory LLC
4,175$214.6K0.0%ETFLowCleveland, OH2026-10-16
Putney Financial Group LLC
2,845$146.3K0.1%GrowthLowSan Rafael, CA2026-10-30
Archer Investment Corp
2,106$108.3K0.0%CoreMediumCarmel, IN2026-11-05
Portfolio Resources Advisor Group, Inc.
1,538$79.1K0.1%ETFMediumCoral Gables, FL2026-10-20
Blueline Advisors LLC
1,322$68.0K0.0%ETFLowExeter, NH2026-10-15
Flagship Wealth Advisors, LLC
1,214$62.4K0.0%ETFLowWakefield, MA2026-11-03
Creative Financial Designs Inc
941$48.4K0.0%ETFMediumKokomo, IN2026-11-04
Wagner Wealth Management, LLC
862$44.3K0.0%ETFLowGreenville, SC2026-10-21
Farther Finance Advisors, LLC
590$30.3K0.0%IndexLowSan Francisco, CA2026-10-08
MidAtlantic Capital Management, Inc.
556$28.6K0.0%ETFVery LowRichmond, VA2026-11-05
Nemes Rush Group LLC
384$19.7K0.0%CoreVery LowNovi, MI2026-11-04
Buck Wealth Strategies, LLC
247$12.7K0.0%ValueMediumDenver, CO2026-10-28
Nfsg Corp
230$11.8K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Triumph Capital Management
200$10.3K0.0%ETFMediumDenver, CO2026-10-14
Independence Bank of Kentucky
149$7.7K0.0%GrowthLowOwensboro, KY2026-10-26
Ascentis Independent Advisors
133$6.8K0.0%ETFLowDallas, TX2026-11-03
Hughes Financial Services, LLC
115$5.9K0.0%ETFLowHerndon, VA2026-10-30
Mainstream Capital Management LLC
113$5.8K0.0%GrowthLowLos Angeles, CA2026-10-23
CoreCap Advisors, LLC
77$4.0K0.0%ETFMediumSouthfield, MI2026-10-08
Elevated Capital Advisors, LLC
62$3.2K0.0%ETFMediumSandy, UT2026-11-04
US Bancorp \de\
5$2570.0%IndexLowMinneapolis, MN2026-11-05
Allspring Global Investments Holdings, LLC
2$1030.0%CoreMediumCharlotte, NC2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
1$00.0%GARPLowChambersburg, PA2026-10-14
4,812,328
6.1% of class · Sep 30, 2026New 5%+ stake
2,401,346 sh (Jun 30, 2026)