Allworth Financial’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Allworth Financial’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 Q3	$37.7K	Hold	723	–	–	﹤0.01%	2851
2026 Q2	$37.7K	Hold	723	–	–	﹤0.01%	2721
2026 Q1	$37.7K	Hold	723	–	–	﹤0.01%	2538
2025 Q4	$37.8K	Hold	723	–	–	﹤0.01%	2389
2025 Q3	$37.9K	Hold	723	–	–	﹤0.01%	2295
2025 Q2	$37.8K	Hold	723	–	–	﹤0.01%	2118
2025 Q1	$37.5K	Hold	723	–	–	﹤0.01%	1700
2024 Q4	$37.3K	Sell	723 -193	-21%	-$10K	﹤0.01%	1727
2024 Q3	$47.8K	Hold	916	–	–	﹤0.01%	1438
2024 Q2	$47K	Sell	916 -289	-24%	-$14.7K	﹤0.01%	1414
2024 Q1	$61.4K	Hold	1,205	–	–	﹤0.01%	1221
2023 Q4	$61K	Hold	1,205	–	–	﹤0.01%	1121
2023 Q3	$60.1K	Buy	+1,205	New	+$60.2K	﹤0.01%	1057

Other funds holding JPLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return

Juno Financial Group Richmond, Virginia $286M AUM 12.79% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Allworth Financial's JPLD Position: Q3 2026 in Review

Allworth Financial held its JPMorgan Limited Duration Bond ETF (JPLD) position steady in Q3 2026 at 723 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

Allworth Financial first reported a position in JPLD in Q3 2023 and has held it in 13 quarters since. The position peaked at $61.4K in Q1 2024. 95 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

Allworth Financial held 723 shares of JPMorgan Limited Duration Bond ETF worth $37.7K as of Q3 2026.
Allworth Financial left its JPMorgan Limited Duration Bond ETF share count unchanged in Q3 2026.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #2851 holding.
Allworth Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 13 quarters since.
Allworth Financial's JPMorgan Limited Duration Bond ETF position peaked at $61.4K in Q1 2024.
95 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.