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
Q2 		$7.32M Buy
140,347
+19,797
+16% +$1.03M 0.01% 1344
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 $1.81T 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
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

Cetera Investment Advisers's JPLD Position: Q2 2026 in Review

Cetera Investment Advisers increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 16% in Q2 2026, buying an estimated $1.03M and bringing the position to 140,347 shares worth $7.32M. The position accounts for 0.01% of the portfolio, ranked #1344.

Cetera Investment Advisers first reported a position in JPLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.33M in Q4 2025. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Cetera Investment Advisers held 140,347 shares of JPMorgan Limited Duration Bond ETF worth $7.32M as of Q2 2026.
  • Cetera Investment Advisers bought 19,797 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $1.03M.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1344 holding.
  • Cetera Investment Advisers first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's JPMorgan Limited Duration Bond ETF position peaked at $7.33M in Q4 2025.
  • 162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.