Lakeside Advisors
JPLD icon

Lakeside Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Lakeside Advisors’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
Q3 		$853K Buy
16,600
+6,100
+58% +$316K 0.5% 35
2026
Q2 		$548K Buy
+10,500
New +$547K 0.35% 47

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $375M AUM 10.6% 1-Year Est. Return
Wealthquest
Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Lakeside Advisors's JPLD Position: Q3 2026 in Review

Lakeside Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 58% in Q3 2026, buying an estimated $316K and bringing the position to 16,600 shares worth $853K. The position accounts for 0.5% of the portfolio, ranked #35.

Lakeside Advisors first reported a position in JPLD in Q2 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Lakeside Advisors held 16,600 shares of JPMorgan Limited Duration Bond ETF worth $853K as of Q3 2026.
  • Lakeside Advisors bought 6,100 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $316K.
  • JPMorgan Limited Duration Bond ETF made up 0.5% of Lakeside Advisors's portfolio in Q3 2026, its #35 holding.
  • Lakeside Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.