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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
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
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 $8.53B AUM 21.43% 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

Equitable Holdings's JPLD Position: Q1 2026 in Review

Equitable Holdings increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 22% in Q1 2026, buying an estimated $773K and bringing the position to 80,549 shares worth $4.22M. The position accounts for 0.03% of the portfolio, ranked #496.

Equitable Holdings first reported a position in JPLD in Q1 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Equitable Holdings held 80,549 shares of JPMorgan Limited Duration Bond ETF worth $4.22M as of Q1 2026.
  • Equitable Holdings bought 14,749 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $773K.
  • JPMorgan Limited Duration Bond ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #496 holding.
  • Equitable Holdings first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.