Equitable Holdings’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Equitable Holdings’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	$2.94M	Sell	56,391 -24,158	-30%	-$1.26M	0.02%	614
2026 Q1	$4.22M	Buy	80,549 +14,749	+22%	+$773K	0.03%	496
2025 Q4	$3.44M	Buy	65,800 +40,707	+162%	+$2.13M	0.02%	481
2025 Q3	$1.32M	Buy	25,093 +8,718	+53%	+$455K	0.01%	753
2025 Q2	$855K	Buy	16,375 +3,706	+29%	+$192K	0.01%	843
2025 Q1	$659K	Buy	+12,669	New	+$656K	0.01%	839

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Equitable Holdings's JPLD Position: Q2 2026 in Review

Equitable Holdings reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 30% in Q2 2026, selling an estimated $1.26M and leaving 56,391 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #614.

Equitable Holdings first reported a position in JPLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.22M in Q1 2026. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Equitable Holdings held 56,391 shares of JPMorgan Limited Duration Bond ETF worth $2.94M as of Q2 2026.
Equitable Holdings sold 24,158 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $1.26M.
JPMorgan Limited Duration Bond ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #614 holding.
Equitable Holdings first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 6 quarters since.
Equitable Holdings's JPMorgan Limited Duration Bond ETF position peaked at $4.22M in Q1 2026.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.