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Kestra Advisory Services’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,566
Closed -$134K – 3782
2025
Q4 		$134K Buy
+2,566
New +$135K ﹤0.01% 3212

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B 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 $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B 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 $666B 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

Kestra Advisory Services's JPLD Position: Q1 2026 in Review

Kestra Advisory Services sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q1 2026, closing a stake of 2,566 shares — an estimated $134K sold.

Kestra Advisory Services first reported a position in JPLD in Q4 2025 and held it in 1 quarter. The position peaked at $134K in Q4 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Kestra Advisory Services reported no remaining JPMorgan Limited Duration Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,566 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $134K.
  • Kestra Advisory Services first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's JPMorgan Limited Duration Bond ETF position peaked at $134K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.