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 Q2	$11M	Buy	211,649 +1,993	+1%	+$104K	0.01%	896
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 $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return

MMA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

HighTower Advisors's JPLD Position: Q2 2026 in Review

HighTower Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 0.95% in Q2 2026, buying an estimated $104K and bringing the position to 211,649 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #896.

HighTower Advisors first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.1M in Q4 2025. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

HighTower Advisors held 211,649 shares of JPMorgan Limited Duration Bond ETF worth $11M as of Q2 2026.
HighTower Advisors bought 1,993 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $104K.
JPMorgan Limited Duration Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #896 holding.
HighTower Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
HighTower Advisors's JPMorgan Limited Duration Bond ETF position peaked at $15.1M in Q4 2025.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.