Public ownership evidence

JPMorgan Limited Duration Bond ETF (JPLD) Ownership Disclosures

Read JPLD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JPMorgan Limited Duration Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Archer Investment Corp
Report period
2026-06-30
Available
2026-08-20
Reported shares
2,040
Value (USD)
$106,468
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001162044-26-000700
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read JPLD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read JPLD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Archer Investment Corp2026-06-302026-08-202,040$106,468None
Equitable Holdings, Inc.2026-06-302026-08-1856,391$2,943,030None
Nemes Rush Group LLC2026-06-302026-08-15384$20,041None
KANE INVESTMENT MANAGEMENT, INC.2026-06-302026-08-1541,226$2,151,608None
KINTRA WEALTH, LLC2026-06-302026-08-1598,702$5,138,944None
NFSG Corp2026-06-302026-08-15230$12,004None
WCG Wealth Advisors LLC2026-06-302026-08-1519,246$1,004,438None
Western Wealth Management, LLC2026-06-302026-08-154,384$228,818None
Wealth Advisors of Tampa Bay, LLC2026-06-302026-08-15192,111$10,026,256None
Per Stirling Capital Management, LLC.2026-06-302026-08-15263,352$13,744,365None
OSAIC HOLDINGS, INC.2026-06-302026-08-15496$25,886None
OSAIC HOLDINGS, INC.2026-06-302026-08-1543,287$2,259,132None
OSAIC HOLDINGS, INC.2026-06-302026-08-1571,722$3,743,662None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,251$274,050None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1588$4,593None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15163$8,492None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155$261None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-158$418None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1532$1,670None
Valor Advisors LLC2026-06-302026-08-1515,232$794,958None
&PARTNERS2026-06-302026-08-1536,067$1,882,361None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15297,241$15,515,992None
Cerity Partners LLC2026-06-302026-08-1510,510$548,492None
ROYAL BANK OF CANADA2026-06-302026-08-159,451$493,000None
PROTECTIVE LIFE CORP2026-06-302026-08-1517,813$929,660None
Hirtle & Co., LLC2026-06-302026-08-156,019$314,132None
IHT Wealth Management, LLC2026-06-302026-08-158,596$448,611None
NATIXIS ADVISORS, LLC2026-06-302026-08-1510,806$564,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-157,126$371,906None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15209,687$10,943,574None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1518,800$981,179None
WELLS FARGO & COMPANY/MN2026-06-302026-08-156,070$316,793None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15328$17,118None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15240,097$12,530,662None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15147,830$7,715,243None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1511,290$589,225None
Cloud Capital Management, LLC2026-06-302026-08-1410,454$545,000None
Allspring Global Investments Holdings, LLC2026-06-302026-08-142$104None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1486,516$4,515,270None
UBS Group AG2026-06-302026-08-14908,104$47,393,948None
Creative Planning2026-06-302026-08-149,390$490,062None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-141$52None
CIBC WORLD MARKET INC.2026-06-302026-08-147,911$412,875None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-141,569,546$81,914,583None
Ameritas Investment Partners, Inc.2026-06-302026-08-149,746$508,651None
MORGAN STANLEY2026-06-302026-08-141,528,081$79,750,550None
MORGAN STANLEY2026-06-302026-08-141$54None
FMR LLC2026-06-302026-08-142,401,346$125,326,238None
Sunrise Financial Services, LLC2026-06-302026-08-1393,755$4,893,071None
Smartleaf Asset Management LLC2026-06-302026-08-13218$11,380None

90-day public filing window, up to 50 source positions.

Archer Investment Corp ↗Equitable Holdings, Inc. ↗Nemes Rush Group LLC ↗KANE INVESTMENT MANAGEMENT, INC. ↗KINTRA WEALTH, LLC ↗NFSG Corp ↗WCG Wealth Advisors LLC ↗Western Wealth Management, LLC ↗Wealth Advisors of Tampa Bay, LLC ↗Per Stirling Capital Management, LLC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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