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

Bleakley Financial 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
Q1 		$5.03M Buy
96,340
+5,992
+7% +$314K 0.08% 213
2025
Q4 		$4.73M Buy
+90,348
New +$4.74M 0.08% 195

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bleakley Financial Group's JPLD Position: Q1 2026 in Review

Bleakley Financial Group increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 6.6% in Q1 2026, buying an estimated $314K and bringing the position to 96,340 shares worth $5.03M. The position accounts for 0.08% of the portfolio, ranked #213.

Bleakley Financial Group first reported a position in JPLD in Q4 2025 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Bleakley Financial Group held 96,340 shares of JPMorgan Limited Duration Bond ETF worth $5.03M as of Q1 2026.
  • Bleakley Financial Group bought 5,992 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $314K.
  • JPMorgan Limited Duration Bond ETF made up 0.08% of Bleakley Financial Group's portfolio in Q1 2026, its #213 holding.
  • Bleakley Financial Group first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.