Bleakley Financial Group
JPLD icon

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
Q3 		$4.68M Sell
91,070
-2,705
-3% -$140K 0.05% 303
2026
Q2 		$4.89M Sell
93,775
-2,565
-3% -$134K 0.06% 253
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 $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $375M AUM 10.6% 1-Year Est. Return
Wealthquest
Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Bleakley Financial Group's JPLD Position: Q3 2026 in Review

Bleakley Financial Group reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 2.9% in Q3 2026, selling an estimated $140K and leaving 91,070 shares worth $4.68M. The position accounts for 0.05% of the portfolio, ranked #303.

Bleakley Financial Group first reported a position in JPLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.03M in Q1 2026. 155 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Bleakley Financial Group held 91,070 shares of JPMorgan Limited Duration Bond ETF worth $4.68M as of Q3 2026.
  • Bleakley Financial Group sold 2,705 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $140K.
  • JPMorgan Limited Duration Bond ETF made up 0.05% of Bleakley Financial Group's portfolio in Q3 2026, its #303 holding.
  • Bleakley Financial Group first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Bleakley Financial Group's JPMorgan Limited Duration Bond ETF position peaked at $5.03M in Q1 2026.
  • 155 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Bleakley Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.