LPL Financial
JPLD icon

LPL Financial’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

LPL Financial’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 		$54.3M Sell
1,040,372
-114,434
-10% -$5.97M 0.01% 967
2026
Q1 		$60.3M Buy
1,154,806
+333,508
+41% +$17.5M 0.02% 826
2025
Q4 		$43M Buy
821,298
+94,173
+13% +$4.94M 0.01% 944
2025
Q3 		$38.2M Buy
727,125
+305,731
+73% +$16M 0.01% 984
2025
Q2 		$22M Buy
421,394
+109,713
+35% +$5.68M 0.01% 1198
2025
Q1 		$16.2M Buy
311,681
+5,904
+2% +$306K 0.01% 1284
2024
Q4 		$15.8M Buy
305,777
+46,013
+18% +$2.38M 0.01% 1226
2024
Q3 		$13.5M Buy
259,764
+84,825
+48% +$4.39M 0.01% 1268
2024
Q2 		$8.96M Buy
174,939
+24,492
+16% +$1.25M ﹤0.01% 1444
2024
Q1 		$7.66M Sell
150,447
-247
-0.2% -$12.5K ﹤0.01% 1492
2023
Q4 		$7.63M Sell
150,694
-9,553
-6% -$478K ﹤0.01% 1423
2023
Q3 		$8M Buy
+160,247
New +$8M 0.01% 1302

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
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
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

LPL Financial's JPLD Position: Q2 2026 in Review

LPL Financial reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 9.9% in Q2 2026, selling an estimated $5.97M and leaving 1,040,372 shares worth $54.3M. The position accounts for 0.01% of the portfolio, ranked #967.

LPL Financial first reported a position in JPLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $60.3M in Q1 2026. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • LPL Financial held 1,040,372 shares of JPMorgan Limited Duration Bond ETF worth $54.3M as of Q2 2026.
  • LPL Financial sold 114,434 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $5.97M.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #967 holding.
  • LPL Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • LPL Financial's JPMorgan Limited Duration Bond ETF position peaked at $60.3M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.