Commonwealth Equity Services’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Commonwealth Equity Services’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	$6.46M	Buy	123,694 +56,246	+83%	+$2.95M	0.01%	1172
2025 Q4	$3.53M	Buy	67,448 +15,136	+29%	+$793K	﹤0.01%	1573
2025 Q3	$2.75M	Sell	52,312 -1,843	-3%	-$96.3K	﹤0.01%	1770
2025 Q2	$2.83M	Sell	54,155 -6,870	-11%	-$356K	﹤0.01%	1740
2025 Q1	$3.17M	Buy	61,025 +24,706	+68%	+$1.28M	﹤0.01%	1593
2024 Q4	$1.87M	Buy	36,319 +5,199	+17%	+$269K	﹤0.01%	1918
2024 Q3	$1.62M	Sell	31,120 -6,255	-17%	-$323K	﹤0.01%	1956
2024 Q2	$1.91M	Sell	37,375 -6,198	-14%	-$315K	﹤0.01%	1817
2024 Q1	$2.22M	Sell	43,573 -92,072	-68%	-$4.67M	﹤0.01%	1710
2023 Q4	$6.86M	Sell	135,645 -17,181	-11%	-$860K	0.01%	920
2023 Q3	$7.63M	Buy	+152,826	New	+$7.63M	0.02%	802

Other funds holding JPLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services's JPLD Position: Q1 2026 in Review

Commonwealth Equity Services increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 83% in Q1 2026, buying an estimated $2.95M and bringing the position to 123,694 shares worth $6.46M. The position accounts for 0.01% of the portfolio, ranked #1172.

Commonwealth Equity Services first reported a position in JPLD in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.63M in Q3 2023. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

Commonwealth Equity Services held 123,694 shares of JPMorgan Limited Duration Bond ETF worth $6.46M as of Q1 2026.
Commonwealth Equity Services bought 56,246 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $2.95M.
JPMorgan Limited Duration Bond ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1172 holding.
Commonwealth Equity Services first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's JPMorgan Limited Duration Bond ETF position peaked at $7.63M in Q3 2023.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.