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AE Wealth Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

AE Wealth Management’s Portfolio JPLD Stock Details JPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.22M Buy
80,782
+1,787
+2% +$93.7K 0.02% 460
2025
Q4 		$4.13M Buy
78,995
+76,290
+2,820% +$4M 0.02% 438
2025
Q3 		$142K Buy
2,705
+2,344
+649% +$122K ﹤0.01% 1482
2025
Q2 		$18.9K Buy
361
+341
+1,705% +$17.7K ﹤0.01% 1775
2025
Q1 		$1.04K Sell
20
-2
-9% -$103 ﹤0.01% 2072
2024
Q4 		$1.13K Buy
+22
New +$1.14K ﹤0.01% 2034

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's JPLD Position: Q1 2026 in Review

AE Wealth Management increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 2.3% in Q1 2026, buying an estimated $93.7K and bringing the position to 80,782 shares worth $4.22M. The position accounts for 0.02% of the portfolio, ranked #460.

AE Wealth Management first reported a position in JPLD in Q4 2024 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • AE Wealth Management held 80,782 shares of JPMorgan Limited Duration Bond ETF worth $4.22M as of Q1 2026.
  • AE Wealth Management bought 1,787 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $93.7K.
  • JPMorgan Limited Duration Bond ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #460 holding.
  • AE Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.