Envestnet Asset Management
JPLD icon

Envestnet Asset Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Envestnet Asset Management’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 		$2.1M Buy
40,252
+3,285
+9% +$172K ﹤0.01% 2980
2025
Q4 		$1.93M Buy
36,967
+3,221
+10% +$169K ﹤0.01% 2849
2025
Q3 		$1.77M Buy
33,746
+7,460
+28% +$390K ﹤0.01% 2960
2025
Q2 		$1.37M Buy
26,286
+6,095
+30% +$316K ﹤0.01% 3064
2025
Q1 		$1.05M Buy
20,191
+2,270
+13% +$117K ﹤0.01% 3163
2024
Q4 		$923K Sell
17,921
-10,960
-38% -$566K ﹤0.01% 3221
2024
Q3 		$1.51M Buy
28,881
+23,570
+444% +$1.22M ﹤0.01% 2858
2024
Q2 		$272K Sell
5,311
-172
-3% -$8.75K ﹤0.01% 3783
2024
Q1 		$279K Buy
5,483
+237
+5% +$12K ﹤0.01% 3759
2023
Q4 		$265K Sell
5,246
-967
-16% -$48.4K ﹤0.01% 3681
2023
Q3 		$310K Buy
+6,213
New +$310K ﹤0.01% 3514

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

Envestnet Asset Management's JPLD Position: Q1 2026 in Review

Envestnet Asset Management increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 8.9% in Q1 2026, buying an estimated $172K and bringing the position to 40,252 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

Envestnet Asset Management first reported a position in JPLD in Q3 2023 and has held it in 11 quarters since. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Envestnet Asset Management held 40,252 shares of JPMorgan Limited Duration Bond ETF worth $2.1M as of Q1 2026.
  • Envestnet Asset Management bought 3,285 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $172K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2980 holding.
  • Envestnet Asset Management first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.