Capital Group Private Client Services’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Capital Group Private Client Services’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	$1.59M	Buy	30,517 +320	+1%	+$16.7K	0.02%	180
2026 Q1	$1.58M	Buy	30,197 +3,594	+14%	+$188K	0.03%	170
2025 Q4	$1.39M	Buy	26,603 +9,961	+60%	+$522K	0.02%	189
2025 Q3	$873K	Buy	16,642 +10,959	+193%	+$573K	0.01%	213
2025 Q2	$297K	Buy	+5,683	New	+$294K	﹤0.01%	270

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Capital Group Private Client Services's JPLD Position: Q2 2026 in Review

Capital Group Private Client Services increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 1.1% in Q2 2026, buying an estimated $16.7K and bringing the position to 30,517 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #180.

Capital Group Private Client Services first reported a position in JPLD in Q2 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Capital Group Private Client Services held 30,517 shares of JPMorgan Limited Duration Bond ETF worth $1.59M as of Q2 2026.
Capital Group Private Client Services bought 320 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $16.7K.
JPMorgan Limited Duration Bond ETF made up 0.02% of Capital Group Private Client Services's portfolio in Q2 2026, its #180 holding.
Capital Group Private Client Services first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 5 quarters since.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.