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JPLD icon

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

Harbour 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
Q1 		$271K Buy
5,200
+1,488
+40% +$78K ﹤0.01% 1364
2025
Q4 		$194K Buy
3,712
+649
+21% +$34K ﹤0.01% 1294
2025
Q3 		$161K Buy
3,063
+1,037
+51% +$54.2K ﹤0.01% 1334
2025
Q2 		$106K Buy
2,026
+197
+11% +$10.2K ﹤0.01% 1484
2025
Q1 		$95.1K Buy
1,829
+486
+36% +$25.1K ﹤0.01% 1457
2024
Q4 		$69.2K Buy
1,343
+276
+26% +$14.3K ﹤0.01% 1556
2024
Q3 		$55.7K Buy
1,067
+355
+50% +$18.4K ﹤0.01% 1605
2024
Q2 		$36.5K Buy
712
+275
+63% +$14K ﹤0.01% 1705
2024
Q1 		$22.3K Hold
437
– – ﹤0.01% 1908
2023
Q4 		$22.1K Hold
437
– – ﹤0.01% 1837
2023
Q3 		$21.8K Buy
+437
New +$21.8K ﹤0.01% 1708

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments's JPLD Position: Q1 2026 in Review

Harbour Investments increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 40% in Q1 2026, buying an estimated $78K and bringing the position to 5,200 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Harbour Investments first reported a position in JPLD in Q3 2023 and has held it in 11 quarters since. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Harbour Investments held 5,200 shares of JPMorgan Limited Duration Bond ETF worth $271K as of Q1 2026.
  • Harbour Investments bought 1,488 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $78K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1364 holding.
  • Harbour Investments first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.