Bank of New York Mellon
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Bank of New York Mellon’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Bank of New York Mellon’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 		– Sell
-8,954
Closed -$467K – 4371
2026
Q1 		$467K Sell
8,954
-274
-3% -$14.4K ﹤0.01% 3644
2025
Q4 		$483K Sell
9,228
-827
-8% -$43.4K ﹤0.01% 3631
2025
Q3 		$528K Buy
+10,055
New +$525K ﹤0.01% 3559

Other funds holding JPLD

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
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
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Bank of New York Mellon's JPLD Position: Q2 2026 in Review

Bank of New York Mellon sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026, closing a stake of 8,954 shares — an estimated $467K sold.

Bank of New York Mellon first reported a position in JPLD in Q3 2025 and held it in 3 quarters. The position peaked at $528K in Q3 2025. 105 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Bank of New York Mellon reported no remaining JPMorgan Limited Duration Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of New York Mellon sold 8,954 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $467K.
  • Bank of New York Mellon first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2025 and held it in 3 quarters.
  • Bank of New York Mellon's JPMorgan Limited Duration Bond ETF position peaked at $528K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.