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 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 $1.56T 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

D.A. Davidson & Co's JPLD Position: Q1 2026 in Review

D.A. Davidson & Co increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 3.6% in Q1 2026, buying an estimated $65.2K and bringing the position to 35,625 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #722.

D.A. Davidson & Co first reported a position in JPLD in Q3 2023 and has held it in 11 quarters since. The position peaked at $2M in Q1 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

D.A. Davidson & Co held 35,625 shares of JPMorgan Limited Duration Bond ETF worth $1.86M as of Q1 2026.
D.A. Davidson & Co bought 1,244 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $65.2K.
JPMorgan Limited Duration Bond ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #722 holding.
D.A. Davidson & Co first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 11 quarters since.
D.A. Davidson & Co's JPMorgan Limited Duration Bond ETF position peaked at $2M in Q1 2025.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.