AF
JPLD icon

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
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% -$9.97K ﹤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

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B 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 $376B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B 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 $564B 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