EIP
JPLD icon

Epoch Investment Partners’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Epoch Investment Partners’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
2024
Q3 		– Sell
-43,439
Closed -$2.22M – 382
2024
Q2 		$2.22M Hold
43,439
– – 0.01% 254
2024
Q1 		$2.21M Sell
43,439
-3,450
-7% -$175K 0.01% 295
2023
Q4 		$2.37M Hold
46,889
– – 0.01% 303
2023
Q3 		$2.34M Buy
+46,889
New +$2.34M 0.01% 307

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Epoch Investment Partners's JPLD Position: Q3 2024 in Review

Epoch Investment Partners sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q3 2024, closing a stake of 43,439 shares — an estimated $2.22M sold.

Epoch Investment Partners first reported a position in JPLD in Q3 2023 and held it in 4 quarters. The position peaked at $2.37M in Q4 2023. 61 funds tracked by Wall St. Rank hold JPLD as of Q3 2024.

  • Epoch Investment Partners reported no remaining JPMorgan Limited Duration Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 43,439 JPMorgan Limited Duration Bond ETF shares in Q3 2024, an estimated $2.22M.
  • Epoch Investment Partners first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and held it in 4 quarters.
  • Epoch Investment Partners's JPMorgan Limited Duration Bond ETF position peaked at $2.37M in Q4 2023.
  • 61 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2024.

Based on Epoch Investment Partners's 13F filing for Q3 2024, filed 13 Nov 2024.