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
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 $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B 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 $376B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 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 $564B 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