As of November 8, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of JPMorgan Limited Duration Bond ETF. The largest reported stake is Weil Company, Inc.'s, at 10.81%. 14 filings are on record since July 14, 2025 (Schedule 13G, October 2, 2026).
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Key facts
- · Reporting person: Fmr LLC · Sole voting: 4,807,627 · Shared voting: 0 · Sole dispositive: 4,812,328 · Shared dispositive: 0 · SCHEDULE 13G, 2026-11-05
- · Reporting person: Weil Company, Inc. · Sole voting: 29,647 · Shared voting: 0 · Sole dispositive: 29,647 · Shared dispositive: 0 · SCHEDULE 13G, 2026-10-02
- · Reporting person: Forvis Mazars Wealth Advisors, LLC · Sole voting: 1,080 · Shared voting: 0 · Sole dispositive: 3,339,092 · Shared dispositive: 0 · SCHEDULE 13G, 2026-08-11
- · Holder: Fmr LLC · Percent: 8.3% · SCHEDULE 13G/A
- · Reporting person: First Trust Portfolios L.P. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 63,714 · SCHEDULE 13G/A, 2026-07-30
JPMorgan Limited Duration Bond ETF has 14 Schedule 13D or 13G filings on record since 2025-07-14. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Weil Company, Inc. | 10.81% | 29,647 | SCHEDULE 13G, 2026-10-02 | 2026-09-30 |
| Fmr LLC | 6.1% | 4,812,328 | SCHEDULE 13G, 2026-11-05 | 2026-09-30 |
| Forvis Mazars Wealth Advisors, LLC | 5.75% | 3,339,092 | SCHEDULE 13G, 2026-08-11 | 2026-06-30 |
| First Trust Portfolios L.P. | 3.98% | 63,714 | SCHEDULE 13G/A, 2026-07-30 | 2026-06-30 |
| Truist Financial Corp | 0.2% | 345 | SCHEDULE 13G/A, 2026-07-10 | 2026-06-30 |
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Keep reading
More on JPMorgan Limited Duration Bond ETF and the records around it.
Companies that share a holder
- Forvis Mazars Wealth Advisors, LLC also filed stake reports on 2 other companies: Advisors' Inner Circle Fund III (Nov 2026)
- Weil Company, Inc. also filed stake reports on 4 other companies: BlackRock ETF Trust II - iShares Total Return Active ETF (Oct 2026), Tidal Trust I - Unlimited Hfgm Global Macro Etf (Oct 2026), BlackRock ETF Trust - iShares International Country Rotation Active ETF (Apr 2026)
- TRUIST FINANCIAL CORP also filed stake reports on 31 other companies: FIRST TRUST EXCHANGE-TRADED FUND (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND III (Oct 2026), FIRST TRUST EXCHANGE-TRADED FUND VIII (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Weil Company, Inc. | 29,647 | 0 | 29,647 | 0 | SCHEDULE 13G, 2026-10-02 |
| Fmr LLC | 4,807,627 | 0 | 4,812,328 | 0 | SCHEDULE 13G, 2026-11-05 |
| Abigail P. Johnson | 0 | 0 | 4,812,328 | 0 | SCHEDULE 13G, 2026-11-05 |
| Forvis Mazars Wealth Advisors, LLC | 1,080 | 0 | 3,339,092 | 0 | SCHEDULE 13G, 2026-08-11 |
| First Trust Portfolios L.P. | 0 | 0 | 0 | 63,714 | SCHEDULE 13G/A, 2026-07-30 |
| First Trust Advisors L.P. | 0 | 0 | 0 | 63,714 | SCHEDULE 13G/A, 2026-07-30 |
| The Charger Corporation | 0 | 0 | 0 | 63,714 | SCHEDULE 13G/A, 2026-07-30 |
| Truist Financial Corp | 0 | 0 | 345 | 0 | SCHEDULE 13G/A, 2026-07-10 |
The latest filing identifies JPMorgan Limited Duration Bond ETF by CUSIP 46654Q773 and gives its principal executive office as 390 MADISON AVENUE, NEW YORK, NY 10017 (SCHEDULE 13G, 2026-11-05).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-14 | Truist Financial Corp | 7.3% | SCHEDULE 13G |
| 2025-07-28 | First Trust Portfolios L.P. | 19.13% | SCHEDULE 13G/A |
| 2025-10-10 | Truist Financial Corp | 8.7% | SCHEDULE 13G/A |
| 2025-10-17 | First Trust Portfolios L.P. | 17.7% | SCHEDULE 13G/A |
| 2025-10-31 | First Trust Portfolios L.P. | 4.44% | SCHEDULE 13G/A |
| 2025-12-05 | First Trust Portfolios L.P. | 9.93% | SCHEDULE 13G/A |
| 2026-04-20 | Truist Financial Corp | 6% | SCHEDULE 13G/A |
| 2026-05-06 | Fmr LLC | 6.7% | SCHEDULE 13G |
| 2026-07-10 | Truist Financial Corp | 0.2% | SCHEDULE 13G/A |
| 2026-07-30 | First Trust Portfolios L.P. | 3.98% | SCHEDULE 13G/A |
| 2026-08-06 | Fmr LLC | 8.3% | SCHEDULE 13G/A |
| 2026-08-11 | Forvis Mazars Wealth Advisors, LLC | 5.75% | SCHEDULE 13G |
| 2026-10-02 | Weil Company, Inc. | 10.81% | SCHEDULE 13G |
| 2026-11-05 | Fmr LLC | 6.1% | SCHEDULE 13G |
Questions about who owns JPMorgan Limited Duration Bond ETF
Who owns JPMorgan Limited Duration Bond ETF?
On this page, 3 holders' latest ownership filings report 5% or more of JPMorgan Limited Duration Bond ETF: Weil Company, Inc. (10.81%, Schedule 13G, filed 2026-10-02), Fmr LLC (6.1%, Schedule 13G, filed 2026-11-05) and Forvis Mazars Wealth Advisors, LLC (5.75%, Schedule 13G, filed 2026-08-11).
Who are the largest shareholders of JPMorgan Limited Duration Bond ETF?
By the share each holder's latest filing reports, the largest holders of JPMorgan Limited Duration Bond ETF on this page are Weil Company, Inc. (10.81%), Fmr LLC (6.1%) and Forvis Mazars Wealth Advisors, LLC (5.75%).
When did Weil Company, Inc. buy into JPMorgan Limited Duration Bond ETF?
The filings give report dates, not purchase dates. The earliest filing from Weil Company, Inc. on this page is the Schedule 13G, filed 2026-10-02, reporting 10.81%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 14 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.