Bank of America
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Bank of America’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Bank of America’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 		$20.8M Sell
399,217
-3,600
-0.9% -$188K ﹤0.01% 2446
2026
Q1 		$21M Buy
402,817
+13,694
+4% +$718K ﹤0.01% 2342
2025
Q4 		$20.4M Sell
389,123
-92,392
-19% -$4.84M ﹤0.01% 2281
2025
Q3 		$25.3M Buy
481,515
+75,571
+19% +$3.95M ﹤0.01% 2387
2025
Q2 		$21.2M Buy
405,944
+19,405
+5% +$1.01M ﹤0.01% 2505
2025
Q1 		$20.1M Buy
386,539
+94,207
+32% +$4.87M ﹤0.01% 2430
2024
Q4 		$15.1M Buy
292,332
+68,748
+31% +$3.55M ﹤0.01% 2555
2024
Q3 		$11.7M Buy
223,584
+108,336
+94% +$5.6M ﹤0.01% 2922
2024
Q2 		$5.9M Sell
115,248
-22,167
-16% -$1.13M ﹤0.01% 3464
2024
Q1 		$7M Sell
137,415
-21,911
-14% -$1.11M ﹤0.01% 3319
2023
Q4 		$8.06M Sell
159,326
-168,365
-51% -$8.42M ﹤0.01% 3112
2023
Q3 		$16.4M Buy
+327,691
New +$16.4M ﹤0.01% 2239

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

Bank of America's JPLD Position: Q2 2026 in Review

Bank of America reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 0.89% in Q2 2026, selling an estimated $188K and leaving 399,217 shares worth $20.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Bank of America first reported a position in JPLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.3M in Q3 2025. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Bank of America held 399,217 shares of JPMorgan Limited Duration Bond ETF worth $20.8M as of Q2 2026.
  • Bank of America sold 3,600 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $188K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2446 holding.
  • Bank of America first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Bank of America's JPMorgan Limited Duration Bond ETF position peaked at $25.3M in Q3 2025.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.