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Benjamin Edwards Inc’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Benjamin Edwards Inc’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
-3,875
Closed -$202K – 1322
2025
Q2 		$202K Sell
3,875
-3,778
-49% -$196K ﹤0.01% 1115
2025
Q1 		$398K Buy
+7,653
New +$396K 0.01% 858

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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 $7.29B AUM 16.22% 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

Benjamin Edwards Inc's JPLD Position: Q3 2025 in Review

Benjamin Edwards Inc sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q3 2025, closing a stake of 3,875 shares — an estimated $202K sold.

Benjamin Edwards Inc first reported a position in JPLD in Q1 2025 and held it in 2 quarters. The position peaked at $398K in Q1 2025. 98 funds tracked by Wall St. Rank hold JPLD as of Q3 2025.

  • Benjamin Edwards Inc reported no remaining JPMorgan Limited Duration Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 3,875 JPMorgan Limited Duration Bond ETF shares in Q3 2025, an estimated $202K.
  • Benjamin Edwards Inc first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and held it in 2 quarters.
  • Benjamin Edwards Inc's JPMorgan Limited Duration Bond ETF position peaked at $398K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2025.

Based on Benjamin Edwards Inc's 13F filing for Q3 2025, filed 23 Oct 2025.