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Diversified Portfolios Inc’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Diversified Portfolios Inc’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 		$3.13M Buy
59,893
+3,886
+7% +$203K 0.23% 60
2026
Q1 		$2.92M Buy
56,007
+35,654
+175% +$1.87M 0.24% 59
2025
Q4 		$1.07M Buy
20,353
+8,977
+79% +$471K 0.09% 92
2025
Q3 		$597K Buy
11,376
+2,988
+36% +$156K 0.05% 114
2025
Q2 		$438K Buy
+8,388
New +$435K 0.04% 123

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

Diversified Portfolios Inc's JPLD Position: Q2 2026 in Review

Diversified Portfolios Inc increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 6.9% in Q2 2026, buying an estimated $203K and bringing the position to 59,893 shares worth $3.13M. The position accounts for 0.23% of the portfolio, ranked #60.

Diversified Portfolios Inc first reported a position in JPLD in Q2 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Diversified Portfolios Inc held 59,893 shares of JPMorgan Limited Duration Bond ETF worth $3.13M as of Q2 2026.
  • Diversified Portfolios Inc bought 3,886 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $203K.
  • JPMorgan Limited Duration Bond ETF made up 0.23% of Diversified Portfolios Inc's portfolio in Q2 2026, its #60 holding.
  • Diversified Portfolios Inc first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.