Janney Montgomery Scott
JPLD icon

Janney Montgomery Scott’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Janney Montgomery Scott’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 		$1.25M Sell
23,924
-46,202
-66% -$2.41M ﹤0.01% 1781
2026
Q1 		$3.66M Buy
70,126
+34,534
+97% +$1.81M 0.01% 998
2025
Q4 		$1.86M Buy
35,592
+19,975
+128% +$1.05M ﹤0.01% 1368
2025
Q3 		$820K Buy
15,617
+8,578
+122% +$448K ﹤0.01% 1842
2025
Q2 		$368K Buy
+7,039
New +$365K ﹤0.01% 2215

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Janney Montgomery Scott's JPLD Position: Q2 2026 in Review

Janney Montgomery Scott reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 66% in Q2 2026, selling an estimated $2.41M and leaving 23,924 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Janney Montgomery Scott first reported a position in JPLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.66M in Q1 2026. 163 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Janney Montgomery Scott held 23,924 shares of JPMorgan Limited Duration Bond ETF worth $1.25M as of Q2 2026.
  • Janney Montgomery Scott sold 46,202 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $2.41M.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1781 holding.
  • Janney Montgomery Scott first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Janney Montgomery Scott's JPMorgan Limited Duration Bond ETF position peaked at $3.66M in Q1 2026.
  • 163 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.