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
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 $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return