Jones Financial Companies
JPLD icon

Jones Financial Companies’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Jones Financial Companies’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 		$15.5M Buy
297,241
+40,666
+16% +$2.12M 0.01% 760
2026
Q1 		$13.4M Buy
256,575
+121,751
+90% +$6.38M 0.01% 723
2025
Q4 		$7.06M Buy
134,824
+24,133
+22% +$1.27M ﹤0.01% 540
2025
Q3 		$5.8M Buy
110,691
+69,724
+170% +$3.64M ﹤0.01% 535
2025
Q2 		$2.14M Buy
40,967
+16,424
+67% +$851K ﹤0.01% 736
2025
Q1 		$1.28M Buy
24,543
+10,908
+80% +$564K ﹤0.01% 779
2024
Q4 		$702K Buy
13,635
+3,108
+30% +$161K ﹤0.01% 861
2024
Q3 		$549K Buy
10,527
+1,808
+21% +$93.5K ﹤0.01% 791
2024
Q2 		$446K Buy
8,719
+3,786
+77% +$193K ﹤0.01% 592
2024
Q1 		$251K Buy
+4,933
New +$250K ﹤0.01% 428

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 29.2% 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

Jones Financial Companies's JPLD Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 16% in Q2 2026, buying an estimated $2.12M and bringing the position to 297,241 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #760.

Jones Financial Companies first reported a position in JPLD in Q1 2024 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Jones Financial Companies held 297,241 shares of JPMorgan Limited Duration Bond ETF worth $15.5M as of Q2 2026.
  • Jones Financial Companies bought 40,666 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $2.12M.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #760 holding.
  • Jones Financial Companies first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.