Cerity Partners
JPLD icon

Cerity Partners’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Cerity Partners’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 		$548K Buy
10,510
+734
+8% +$38.3K ﹤0.01% 2370
2026
Q1 		$510K Buy
9,776
+194
+2% +$10.2K ﹤0.01% 2276
2025
Q4 		$502K Sell
9,582
-135
-1% -$7.08K ﹤0.01% 2109
2025
Q3 		$510K Buy
9,717
+1,398
+17% +$73K ﹤0.01% 1957
2025
Q2 		$435K Buy
8,319
+40
+0.5% +$2.07K ﹤0.01% 1944
2025
Q1 		$430K Buy
+8,279
New +$428K ﹤0.01% 1854

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 29.18% 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
Miracle Mile Advisors
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
Wealthquest
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Cerity Partners's JPLD Position: Q2 2026 in Review

Cerity Partners increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 7.5% in Q2 2026, buying an estimated $38.3K and bringing the position to 10,510 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Cerity Partners first reported a position in JPLD in Q1 2025 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Cerity Partners held 10,510 shares of JPMorgan Limited Duration Bond ETF worth $548K as of Q2 2026.
  • Cerity Partners bought 734 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $38.3K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2370 holding.
  • Cerity Partners first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.