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Cape Investment Advisory’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Cape Investment Advisory’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 		– Sell
-51
Closed -$2.67K – 726
2025
Q4 		$2.67K Hold
51
– – ﹤0.01% 1049
2025
Q3 		$2.68K Hold
51
– – ﹤0.01% 634
2025
Q2 		$2.66K Hold
51
– – ﹤0.01% 895
2025
Q1 		$2.65K Hold
51
– – ﹤0.01% 855
2024
Q4 		$2.63K Buy
+51
New +$2.63K ﹤0.01% 843

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

Cape Investment Advisory's JPLD Position: Q1 2026 in Review

Cape Investment Advisory sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q1 2026, closing a stake of 51 shares — an estimated $2.67K sold.

Cape Investment Advisory first reported a position in JPLD in Q4 2024 and held it in 5 quarters. The position peaked at $2.68K in Q3 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Cape Investment Advisory reported no remaining JPMorgan Limited Duration Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 51 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $2.67K.
  • Cape Investment Advisory first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and held it in 5 quarters.
  • Cape Investment Advisory's JPMorgan Limited Duration Bond ETF position peaked at $2.68K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.