Ascent Group’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Ascent Group’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	$2.87M	Buy	54,982 +24,160	+78%	+$1.26M	0.09%	206
2026 Q1	$1.61M	Buy	30,822 +4,768	+18%	+$250K	0.06%	282
2025 Q4	$1.36M	Hold	26,054	–	–	0.05%	312
2025 Q3	$1.37M	Sell	26,054 -1,538	-6%	-$80.3K	0.05%	313
2025 Q2	$1.44M	Buy	+27,592	New	+$1.43M	0.06%	272

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Ascent Group's JPLD Position: Q2 2026 in Review

Ascent Group increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 78% in Q2 2026, buying an estimated $1.26M and bringing the position to 54,982 shares worth $2.87M. The position accounts for 0.09% of the portfolio, ranked #206.

Ascent Group first reported a position in JPLD in Q2 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Ascent Group held 54,982 shares of JPMorgan Limited Duration Bond ETF worth $2.87M as of Q2 2026.
Ascent Group bought 24,160 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $1.26M.
JPMorgan Limited Duration Bond ETF made up 0.09% of Ascent Group's portfolio in Q2 2026, its #206 holding.
Ascent Group first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 5 quarters since.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.