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Jaffetilchin Investment Partners’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Jaffetilchin Investment Partners’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 		$544K Buy
10,415
+2,021
+24% +$106K 0.03% 260
2025
Q4 		$439K Sell
8,394
-1,680
-17% -$88.1K 0.03% 288
2025
Q3 		$529K Sell
10,074
-1,452
-13% -$75.9K 0.03% 275
2025
Q2 		$602K Buy
+11,526
New +$597K 0.04% 231

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 $8.53B AUM 21.43% 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

Jaffetilchin Investment Partners's JPLD Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 24% in Q1 2026, buying an estimated $106K and bringing the position to 10,415 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #260.

Jaffetilchin Investment Partners first reported a position in JPLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $602K in Q2 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Jaffetilchin Investment Partners held 10,415 shares of JPMorgan Limited Duration Bond ETF worth $544K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 2,021 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $106K.
  • JPMorgan Limited Duration Bond ETF made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #260 holding.
  • Jaffetilchin Investment Partners first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Jaffetilchin Investment Partners's JPMorgan Limited Duration Bond ETF position peaked at $602K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.