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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$341K Buy
6,624
+2,496
+60% +$129K ﹤0.01% 2848
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

Kestra Advisory Services's JPLD Position: Q3 2026 in Review

Kestra Advisory Services increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 60% in Q3 2026, buying an estimated $129K and bringing the position to 6,624 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

Kestra Advisory Services first reported a position in JPLD in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Kestra Advisory Services held 6,624 shares of JPMorgan Limited Duration Bond ETF worth $341K as of Q3 2026.
  • Kestra Advisory Services bought 2,496 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $129K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2848 holding.
  • Kestra Advisory Services first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.