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

IFP 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
2025
Q4 		– Sell
-41
Closed -$2.15K – 4970
2025
Q3 		$2.15K Hold
41
– – ﹤0.01% 3660
2025
Q2 		$2.14K Hold
41
– – ﹤0.01% 3872
2025
Q1 		$2.13K Hold
41
– – ﹤0.01% 3126
2024
Q4 		$2.11K Hold
41
– – ﹤0.01% 3085
2024
Q3 		$2.14K Hold
41
– – ﹤0.01% 2899
2024
Q2 		$2.1K Hold
41
– – ﹤0.01% 2803
2024
Q1 		$2.09K Buy
+41
New +$2.08K ﹤0.01% 2680

Other funds holding JPLD

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return