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
Q2 		$81.9M Sell
1,569,546
-57,434
-4% -$2.99M 0.13% 142
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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

CAPTRUST Financial Advisors's JPLD Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 3.5% in Q2 2026, selling an estimated $2.99M and leaving 1,569,546 shares worth $81.9M. The position accounts for 0.13% of the portfolio, ranked #142.

CAPTRUST Financial Advisors first reported a position in JPLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $84.9M in Q1 2026. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • CAPTRUST Financial Advisors held 1,569,546 shares of JPMorgan Limited Duration Bond ETF worth $81.9M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 57,434 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $2.99M.
  • JPMorgan Limited Duration Bond ETF made up 0.13% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #142 holding.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • CAPTRUST Financial Advisors's JPMorgan Limited Duration Bond ETF position peaked at $84.9M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.