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Foster & Motley’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Foster & Motley’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
2025
Q2 		– Sell
-7,730
Closed -$402K – 392
2025
Q1 		$402K Hold
7,730
– – 0.03% 300
2024
Q4 		$398K Buy
+7,730
New +$399K 0.03% 299

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Foster & Motley's JPLD Position: Q2 2025 in Review

Foster & Motley sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2025, closing a stake of 7,730 shares — an estimated $402K sold.

Foster & Motley first reported a position in JPLD in Q4 2024 and held it in 2 quarters. The position peaked at $402K in Q1 2025. 94 funds tracked by Wall St. Rank hold JPLD as of Q2 2025.

  • Foster & Motley reported no remaining JPMorgan Limited Duration Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Foster & Motley sold 7,730 JPMorgan Limited Duration Bond ETF shares in Q2 2025, an estimated $402K.
  • Foster & Motley first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and held it in 2 quarters.
  • Foster & Motley's JPMorgan Limited Duration Bond ETF position peaked at $402K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2025.

Based on Foster & Motley's 13F filing for Q2 2025, filed 29 Jul 2025.