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 Q3	$247M	Buy	4,812,328 +2,410,982	+100%	+$125M	0.01%	841
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 New York $1.84T AUM 33.86% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Fidelity Investments's JPLD Position: Q3 2026 in Review

Fidelity Investments increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 100% in Q3 2026, buying an estimated $125M and bringing the position to 4,812,328 shares worth $247M. The position accounts for 0.01% of the portfolio, ranked #841.

Fidelity Investments first reported a position in JPLD in Q1 2024 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

Fidelity Investments held 4,812,328 shares of JPMorgan Limited Duration Bond ETF worth $247M as of Q3 2026.
Fidelity Investments bought 2,410,982 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $125M.
JPMorgan Limited Duration Bond ETF made up 0.01% of Fidelity Investments's portfolio in Q3 2026, its #841 holding.
Fidelity Investments first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and has held it in 6 quarters since.
117 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.