J.W. Cole Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

J.W. Cole 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	$804K	Buy	+15,414	New	+$804K	0.01%	831
2026 Q1	–	Sell	-9,164	Closed	-$480K	–	1156
2025 Q4	$480K	Buy	9,164 +3,169	+53%	+$166K	0.01%	919
2025 Q3	$315K	Sell	5,995 -237	-4%	-$12.4K	0.01%	1193
2025 Q2	$325K	Buy	+6,232	New	+$323K	0.01%	1104

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

J.W. Cole Advisors's JPLD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 15,414 shares worth $804K. The stake represents 0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in JPLD as recently as Q4 2025.

J.W. Cole Advisors first reported a position in JPLD in Q2 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

J.W. Cole Advisors held 15,414 shares of JPMorgan Limited Duration Bond ETF worth $804K as of Q2 2026.
JPMorgan Limited Duration Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
JPMorgan Limited Duration Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #831 holding.
J.W. Cole Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 4 quarters since.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.