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

HighTower 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 Q1	$10.9M	Sell	209,656 -78,481	-27%	-$4.12M	0.01%	840
2025 Q4	$15.1M	Buy	288,137 +45,377	+19%	+$2.38M	0.02%	712
2025 Q3	$12.7M	Buy	242,760 +9,575	+4%	+$500K	0.01%	750
2025 Q2	$12.2M	Sell	233,185 -14,114	-6%	-$731K	0.02%	730
2025 Q1	$12.9M	Buy	247,299 +116,200	+89%	+$6.01M	0.02%	669
2024 Q4	$6.75M	Buy	+131,099	New	+$6.77M	0.01%	924

Other funds holding JPLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors's JPLD Position: Q1 2026 in Review

HighTower Advisors reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 27% in Q1 2026, selling an estimated $4.12M and leaving 209,656 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #840.

HighTower Advisors first reported a position in JPLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.1M in Q4 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

HighTower Advisors held 209,656 shares of JPMorgan Limited Duration Bond ETF worth $10.9M as of Q1 2026.
HighTower Advisors sold 78,481 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $4.12M.
JPMorgan Limited Duration Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #840 holding.
HighTower Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 6 quarters since.
HighTower Advisors's JPMorgan Limited Duration Bond ETF position peaked at $15.1M in Q4 2025.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.