KW
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KWB Wealth’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

KWB Wealth’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 		$869K Buy
16,643
+4,500
+37% +$235K 0.07% 89
2026
Q1 		$636K Sell
12,143
-8
-0.1% -$419 0.06% 85
2025
Q4 		$636K Buy
12,151
+5,835
+92% +$306K 0.06% 92
2025
Q3 		$330K Buy
6,316
+772
+14% +$40.3K 0.04% 110
2025
Q2 		$288K Buy
5,544
+1,494
+37% +$77.4K 0.04% 127
2025
Q1 		$209K Buy
4,050
+64
+2% +$3.31K 0.03% 145
2024
Q4 		$208K Sell
3,986
-213
-5% -$11K 0.03% 138
2024
Q3 		$215K Buy
4,199
+23
+0.6% +$1.19K 0.03% 125
2024
Q2 		$213K Hold
4,176
– – 0.03% 126
2024
Q1 		$213K Buy
+4,176
New +$212K 0.03% 126

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 29.2% 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

KWB Wealth's JPLD Position: Q2 2026 in Review

KWB Wealth increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 37% in Q2 2026, buying an estimated $235K and bringing the position to 16,643 shares worth $869K. The position accounts for 0.07% of the portfolio, ranked #89.

KWB Wealth first reported a position in JPLD in Q1 2024 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • KWB Wealth held 16,643 shares of JPMorgan Limited Duration Bond ETF worth $869K as of Q2 2026.
  • KWB Wealth bought 4,500 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $235K.
  • JPMorgan Limited Duration Bond ETF made up 0.07% of KWB Wealth's portfolio in Q2 2026, its #89 holding.
  • KWB Wealth first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.