D.A. Davidson & Co’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

D.A. Davidson & Co’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	$1.84M	Sell	35,216 -409	-1%	-$21.3K	0.01%	765
2026 Q1	$1.86M	Buy	35,625 +1,244	+4%	+$65.2K	0.01%	722
2025 Q4	$1.8M	Sell	34,381 -1,364	-4%	-$71.5K	0.01%	699
2025 Q3	$1.88M	Sell	35,745 -253	-0.7%	-$13.2K	0.01%	661
2025 Q2	$1.88M	Sell	35,998 -2,530	-7%	-$131K	0.01%	630
2025 Q1	$2M	Buy	38,528 +660	+2%	+$34.2K	0.02%	564
2024 Q4	$1.95M	Buy	37,868 +9,096	+32%	+$470K	0.02%	573
2024 Q3	$1.5M	Sell	28,772 -2,252	-7%	-$116K	0.01%	643
2024 Q2	$1.59M	Sell	31,024 -84	-0.3%	-$4.27K	0.01%	596
2024 Q1	$1.58M	Sell	31,108 -254	-0.8%	-$12.9K	0.01%	592
2023 Q4	$1.59M	Buy	31,362 +14,968	+91%	+$749K	0.02%	567
2023 Q3	$818K	Buy	+16,394	New	+$819K	0.01%	742

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

D.A. Davidson & Co's JPLD Position: Q2 2026 in Review

D.A. Davidson & Co reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 1.1% in Q2 2026, selling an estimated $21.3K and leaving 35,216 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #765.

D.A. Davidson & Co first reported a position in JPLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2M in Q1 2025. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

D.A. Davidson & Co held 35,216 shares of JPMorgan Limited Duration Bond ETF worth $1.84M as of Q2 2026.
D.A. Davidson & Co sold 409 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $21.3K.
JPMorgan Limited Duration Bond ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #765 holding.
D.A. Davidson & Co first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 12 quarters since.
D.A. Davidson & Co's JPMorgan Limited Duration Bond ETF position peaked at $2M in Q1 2025.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.