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Kraft Davis & Associates’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Kraft Davis & Associates’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 		$9.14M Buy
175,879
+131,605
+297% +$6.86M 1.91% 19
2026
Q1 		$2.32M Buy
+44,274
New +$2.32M 0.49% 43

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Kraft Davis & Associates's JPLD Position: Q2 2026 in Review

Kraft Davis & Associates increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 297% in Q2 2026, buying an estimated $6.86M and bringing the position to 175,879 shares worth $9.14M. The position accounts for 1.91% of the portfolio, ranked #19.

Kraft Davis & Associates first reported a position in JPLD in Q1 2026 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Kraft Davis & Associates held 175,879 shares of JPMorgan Limited Duration Bond ETF worth $9.14M as of Q2 2026.
  • Kraft Davis & Associates bought 131,605 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $6.86M.
  • JPMorgan Limited Duration Bond ETF made up 1.91% of Kraft Davis & Associates's portfolio in Q2 2026, its #19 holding.
  • Kraft Davis & Associates first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.