Cetera Investment Advisers
JPLD icon

Cetera Investment Advisers’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Cetera Investment Advisers’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 		$6.29M Sell
120,550
-19,571
-14% -$1.03M 0.01% 1348
2025
Q4 		$7.33M Buy
140,121
+31,472
+29% +$1.65M 0.01% 1219
2025
Q3 		$5.7M Buy
108,649
+64,263
+145% +$3.36M 0.01% 1323
2025
Q2 		$2.32M Buy
44,386
+10,564
+31% +$547K ﹤0.01% 1738
2025
Q1 		$1.76M Buy
33,822
+9,093
+37% +$471K ﹤0.01% 1841
2024
Q4 		$1.27M Buy
24,729
+6,001
+32% +$310K ﹤0.01% 1992
2024
Q3 		$977K Sell
18,728
-163
-0.9% -$8.43K ﹤0.01% 2142
2024
Q2 		$967K Sell
18,891
-8,712
-32% -$443K ﹤0.01% 2098
2024
Q1 		$1.41M Buy
+27,603
New +$1.4M ﹤0.01% 1803

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 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