Great Valley Advisor Group
JPLD icon

Great Valley Advisor Group’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Great Valley Advisor Group’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 		$2.54M Buy
48,689
+12,088
+33% +$630K 0.04% 349
2026
Q1 		$1.91M Buy
+36,601
New +$1.92M 0.03% 386
2023
Q4 		– Sell
-4,440
Closed -$222K – 736
2023
Q3 		$222K Buy
+4,440
New +$222K 0.01% 609

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

Great Valley Advisor Group's JPLD Position: Q2 2026 in Review

Great Valley Advisor Group increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 33% in Q2 2026, buying an estimated $630K and bringing the position to 48,689 shares worth $2.54M. The position accounts for 0.04% of the portfolio, ranked #349.

Great Valley Advisor Group first reported a position in JPLD in Q3 2023 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Great Valley Advisor Group held 48,689 shares of JPMorgan Limited Duration Bond ETF worth $2.54M as of Q2 2026.
  • Great Valley Advisor Group bought 12,088 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $630K.
  • JPMorgan Limited Duration Bond ETF made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #349 holding.
  • Great Valley Advisor Group first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.