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 Q2	$215K	Buy	+4,128	New	+$215K	﹤0.01%	3056
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 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

Kestra Advisory Services's JPLD Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 4,128 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #3056 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in JPLD as recently as Q4 2025.

Kestra Advisory Services first reported a position in JPLD in Q4 2025 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Kestra Advisory Services held 4,128 shares of JPMorgan Limited Duration Bond ETF worth $215K as of Q2 2026.
JPMorgan Limited Duration Bond ETF was a new Kestra Advisory Services position in Q2 2026.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3056 holding.
Kestra Advisory Services first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and has held it in 2 quarters since.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.