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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
Q2 		$4.36M Buy
83,636
+2,854
+4% +$149K 0.02% 467
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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AE Wealth Management's JPLD Position: Q2 2026 in Review

AE Wealth Management increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 3.5% in Q2 2026, buying an estimated $149K and bringing the position to 83,636 shares worth $4.36M. The position accounts for 0.02% of the portfolio, ranked #467.

AE Wealth Management first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • AE Wealth Management held 83,636 shares of JPMorgan Limited Duration Bond ETF worth $4.36M as of Q2 2026.
  • AE Wealth Management bought 2,854 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $149K.
  • JPMorgan Limited Duration Bond ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #467 holding.
  • AE Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.