CAPTRUST Financial Advisors
JPLD icon

CAPTRUST Financial Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

CAPTRUST Financial Advisors’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 		$84.9M Buy
1,626,980
+1,597,049
+5,336% +$83.7M 0.15% 131
2025
Q4 		$1.57M Sell
29,931
-2,510
-8% -$132K ﹤0.01% 1217
2025
Q3 		$1.7M Buy
32,441
+295
+0.9% +$15.4K ﹤0.01% 1106
2025
Q2 		$1.68M Sell
32,146
-5,231
-14% -$271K ﹤0.01% 1060
2025
Q1 		$1.94M Sell
37,377
-11,690
-24% -$605K ﹤0.01% 920
2024
Q4 		$2.53M Sell
49,067
-7,659
-14% -$396K 0.01% 785
2024
Q3 		$2.96M Sell
56,726
-10,508
-16% -$543K 0.01% 706
2024
Q2 		$3.44M Sell
67,234
-562,813
-89% -$28.6M 0.01% 613
2024
Q1 		$32.1M Buy
630,047
+138,750
+28% +$7.04M 0.12% 156
2023
Q4 		$24.9M Buy
+491,297
New +$24.6M 0.09% 196

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $376B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B 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 $564B 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
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return