Flagship Harbor Advisors
JPLD icon

Flagship Harbor Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Flagship Harbor Advisors’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 		$2.78M Buy
+53,257
New +$2.78M 0.11% 177
2026
Q1 		– Sell
-303
Closed -$15.9K – 1500
2025
Q4 		$15.9K Buy
+303
New +$15.9K ﹤0.01% 1383

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Miracle Mile Advisors
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
Wealthquest
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Flagship Harbor Advisors's JPLD Position: Q2 2026 in Review

Flagship Harbor Advisors opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 53,257 shares worth $2.78M. The stake represents 0.11% of the portfolio and ranks #177 among its holdings. This is a return to the name: Flagship Harbor Advisors previously reported a position in JPLD as recently as Q4 2025.

Flagship Harbor Advisors first reported a position in JPLD in Q4 2025 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Flagship Harbor Advisors held 53,257 shares of JPMorgan Limited Duration Bond ETF worth $2.78M as of Q2 2026.
  • JPMorgan Limited Duration Bond ETF was a new Flagship Harbor Advisors position in Q2 2026.
  • JPMorgan Limited Duration Bond ETF made up 0.11% of Flagship Harbor Advisors's portfolio in Q2 2026, its #177 holding.
  • Flagship Harbor Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.