Bank of Montreal
JPLD icon

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

Bank of Montreal’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 		$111K Buy
2,127
+19
+0.9% +$990 ﹤0.01% 3205
2026
Q1 		$110K Buy
2,108
+18
+0.9% +$944 ﹤0.01% 3113
2025
Q4 		$109K Sell
2,090
-2,233
-52% -$117K ﹤0.01% 3022
2025
Q3 		$227K Buy
4,323
+2,269
+110% +$119K ﹤0.01% 2701
2025
Q2 		$107K Buy
2,054
+19
+0.9% +$984 ﹤0.01% 2973
2025
Q1 		$106K Buy
2,035
+18
+0.9% +$931 ﹤0.01% 2904
2024
Q4 		$104K Buy
2,017
+18
+0.9% +$930 ﹤0.01% 2941
2024
Q3 		$104K Buy
1,999
+359
+22% +$18.6K ﹤0.01% 3234
2024
Q2 		$84.1K Buy
+1,640
New +$83.4K ﹤0.01% 3290

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 29.2% 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
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

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

Bank of Montreal increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 0.9% in Q2 2026, buying an estimated $990 and bringing the position to 2,127 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3205.

Bank of Montreal first reported a position in JPLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $227K in Q3 2025. 144 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Bank of Montreal held 2,127 shares of JPMorgan Limited Duration Bond ETF worth $111K as of Q2 2026.
  • Bank of Montreal bought 19 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $990.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3205 holding.
  • Bank of Montreal first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Bank of Montreal's JPMorgan Limited Duration Bond ETF position peaked at $227K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.