Fidelity Investments
JPLD icon

Fidelity Investments’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Fidelity Investments’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 		$125M Buy
2,401,346
+2,396,655
+51,090% +$125M 0.01% 1144
2026
Q1 		$245K Buy
4,691
+3,657
+354% +$192K ﹤0.01% 3400
2025
Q4 		$54.1K Buy
+1,034
New +$54.2K ﹤0.01% 4067
2024
Q3 		– Sell
-1
Closed -$51 – 5626
2024
Q2 		$51 Hold
1
– – ﹤0.01% 5047
2024
Q1 		$51 Buy
+1
New +$51 ﹤0.01% 5036

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

Fidelity Investments's JPLD Position: Q2 2026 in Review

Fidelity Investments increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 51,090% in Q2 2026, buying an estimated $125M and bringing the position to 2,401,346 shares worth $125M. The position accounts for 0.01% of the portfolio, ranked #1144.

Fidelity Investments first reported a position in JPLD in Q1 2024 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Fidelity Investments held 2,401,346 shares of JPMorgan Limited Duration Bond ETF worth $125M as of Q2 2026.
  • Fidelity Investments bought 2,396,655 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $125M.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of Fidelity Investments's portfolio in Q2 2026, its #1144 holding.
  • Fidelity Investments first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • 162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.