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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
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 $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Diversified Portfolios Inc's JPLD Position: Q1 2026 in Review

Diversified Portfolios Inc increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 175% in Q1 2026, buying an estimated $1.87M and bringing the position to 56,007 shares worth $2.92M. The position accounts for 0.24% of the portfolio, ranked #59.

Diversified Portfolios Inc first reported a position in JPLD in Q2 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Diversified Portfolios Inc held 56,007 shares of JPMorgan Limited Duration Bond ETF worth $2.92M as of Q1 2026.
  • Diversified Portfolios Inc bought 35,654 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $1.87M.
  • JPMorgan Limited Duration Bond ETF made up 0.24% of Diversified Portfolios Inc's portfolio in Q1 2026, its #59 holding.
  • Diversified Portfolios Inc first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.