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

Diversified Trust’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 Q3	$2.78M	Buy	+54,152	New	+$2.81M	0.06%	175

Other funds holding JPLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return

Juno Financial Group Richmond, Virginia $286M AUM 12.79% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Diversified Trust's JPLD Position: Q3 2026 in Review

Diversified Trust opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q3 2026: 54,152 shares worth $2.78M. The stake represents 0.06% of the portfolio and ranks #175 among its holdings.

86 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

Diversified Trust held 54,152 shares of JPMorgan Limited Duration Bond ETF worth $2.78M as of Q3 2026.
JPMorgan Limited Duration Bond ETF was a new Diversified Trust position in Q3 2026.
JPMorgan Limited Duration Bond ETF made up 0.06% of Diversified Trust's portfolio in Q3 2026, its #175 holding.
86 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.