Kane Investment Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Kane Investment Management’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	$2.15M	Buy	41,226 +4,913	+14%	+$256K	0.92%	23
2026 Q1	$1.9M	Buy	36,313 +2,716	+8%	+$142K	0.97%	21
2025 Q4	$1.76M	Buy	33,597 +2,043	+6%	+$107K	0.85%	26
2025 Q3	$1.66M	Sell	31,554 -861	-3%	-$45K	0.81%	32
2025 Q2	$1.69M	Buy	32,415 +20,509	+172%	+$1.06M	0.89%	28
2025 Q1	$619K	Buy	+11,906	New	+$616K	0.3%	67

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 29.18% 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

Kane Investment Management's JPLD Position: Q2 2026 in Review

Kane Investment Management increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 14% in Q2 2026, buying an estimated $256K and bringing the position to 41,226 shares worth $2.15M. The position accounts for 0.92% of the portfolio, ranked #23.

Kane Investment Management first reported a position in JPLD in Q1 2025 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Kane Investment Management held 41,226 shares of JPMorgan Limited Duration Bond ETF worth $2.15M as of Q2 2026.
Kane Investment Management bought 4,913 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $256K.
JPMorgan Limited Duration Bond ETF made up 0.92% of Kane Investment Management's portfolio in Q2 2026, its #23 holding.
Kane Investment Management first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 6 quarters since.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Kane Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.