Jeff Yass’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Jeff Yass’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	$274K	Sell	5,251 -4,841	-48%	-$252K	﹤0.01%	11255
2026 Q1	$527K	Sell	10,092 -42,393	-81%	-$2.22M	﹤0.01%	9535
2025 Q4	$2.75M	Buy	+52,485	New	+$2.75M	﹤0.01%	5032
2025 Q3	–	Sell	-38,731	Closed	-$2.02M	–	13178
2025 Q2	$2.02M	Buy	+38,731	New	+$2.01M	﹤0.01%	5752
2024 Q3	–	Sell	-122,684	Closed	-$6.28M	–	12516
2024 Q2	$6.28M	Sell	122,684 -20,220	-14%	-$1.03M	﹤0.01%	3094
2024 Q1	$7.28M	Buy	142,904 +10,384	+8%	+$527K	﹤0.01%	3069
2023 Q4	$6.71M	Buy	132,520 +76,495	+137%	+$3.83M	﹤0.01%	3234
2023 Q3	$2.8M	Buy	+56,025	New	+$2.8M	﹤0.01%	4514

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 29.2% 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

Jeff Yass's JPLD Position: Q2 2026 in Review

Jeff Yass reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 48% in Q2 2026, selling an estimated $252K and leaving 5,251 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #11255.

Jeff Yass first reported a position in JPLD in Q3 2023 and has held it in 8 quarters since. The position peaked at $7.28M in Q1 2024. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Jeff Yass held 5,251 shares of JPMorgan Limited Duration Bond ETF worth $274K as of Q2 2026.
Jeff Yass sold 4,841 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $252K.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11255 holding.
Jeff Yass first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 8 quarters since.
Jeff Yass's JPMorgan Limited Duration Bond ETF position peaked at $7.28M in Q1 2024.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.