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Cetera Advisor Networks’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$1.18M Sell
23,120
-35,101
-60% -$1.78M 0.01% 1345
2023
Q4 		$2.95M Sell
58,221
-22,557
-28% -$1.13M 0.02% 806
2023
Q3 		$4.03M Buy
+80,778
New +$4.03M 0.03% 607

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Advisor Networks's JPLD Position: Q1 2024 in Review

Cetera Advisor Networks reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 60% in Q1 2024, selling an estimated $1.78M and leaving 23,120 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1345.

Cetera Advisor Networks first reported a position in JPLD in Q3 2023 and has held it in 3 quarters since. The position peaked at $4.03M in Q3 2023. 47 funds tracked by Wall St. Rank hold JPLD as of Q1 2024.

  • Cetera Advisor Networks held 23,120 shares of JPMorgan Limited Duration Bond ETF worth $1.18M as of Q1 2024.
  • Cetera Advisor Networks sold 35,101 JPMorgan Limited Duration Bond ETF shares in Q1 2024, an estimated $1.78M.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1345 holding.
  • Cetera Advisor Networks first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • Cetera Advisor Networks's JPMorgan Limited Duration Bond ETF position peaked at $4.03M in Q3 2023.
  • 47 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.