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Family Office Research’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Family Office Research’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 		$404K Hold
7,736
– – 0.18% 53
2025
Q4 		$406K Buy
+7,736
New +$406K 0.17% 54
2025
Q1 		– Sell
-4,312
Closed -$222K – 75
2024
Q4 		$222K Buy
+4,312
New +$223K 0.1% 67

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

Family Office Research's JPLD Position: Q1 2026 in Review

Family Office Research held its JPMorgan Limited Duration Bond ETF (JPLD) position steady in Q1 2026 at 7,736 shares worth $404K. The position accounts for 0.18% of the portfolio, ranked #53.

Family Office Research first reported a position in JPLD in Q4 2024 and has held it in 3 quarters since. The position peaked at $406K in Q4 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Family Office Research held 7,736 shares of JPMorgan Limited Duration Bond ETF worth $404K as of Q1 2026.
  • Family Office Research left its JPMorgan Limited Duration Bond ETF share count unchanged in Q1 2026.
  • JPMorgan Limited Duration Bond ETF made up 0.18% of Family Office Research's portfolio in Q1 2026, its #53 holding.
  • Family Office Research first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Family Office Research's JPMorgan Limited Duration Bond ETF position peaked at $406K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Family Office Research's 13F filing for Q1 2026, filed 13 May 2026.