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Ameritas Advisory Services’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-249
Closed -$13K – 2548
2025
Q2 		$13K Buy
+249
New +$12.9K ﹤0.01% 1913

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UBS Group
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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameritas Advisory Services's JPLD Position: Q3 2025 in Review

Ameritas Advisory Services sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q3 2025, closing a stake of 249 shares — an estimated $13K sold.

Ameritas Advisory Services first reported a position in JPLD in Q2 2025 and held it in 1 quarter. The position peaked at $13K in Q2 2025. 98 funds tracked by Wall St. Rank hold JPLD as of Q3 2025.

  • Ameritas Advisory Services reported no remaining JPMorgan Limited Duration Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 249 JPMorgan Limited Duration Bond ETF shares in Q3 2025, an estimated $13K.
  • Ameritas Advisory Services first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's JPMorgan Limited Duration Bond ETF position peaked at $13K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.