M&T Bank’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

M&T Bank’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	$34.5M	Sell	660,890 -385,535	-37%	-$20.2M	0.12%	143
2025 Q4	$54.8M	Buy	1,046,425 +30,165	+3%	+$1.58M	0.18%	104
2025 Q3	$53.3M	Buy	1,016,260 +43,509	+4%	+$2.27M	0.18%	106
2025 Q2	$50.8M	Sell	972,751 -30,130	-3%	-$1.56M	0.17%	113
2025 Q1	$52.1M	Buy	1,002,881 +147,343	+17%	+$7.62M	0.19%	106
2024 Q4	$44.1M	Buy	+855,538	New	+$44.2M	0.15%	123

Other funds holding JPLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

M&T Bank's JPLD Position: Q1 2026 in Review

M&T Bank reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 37% in Q1 2026, selling an estimated $20.2M and leaving 660,890 shares worth $34.5M. The position accounts for 0.12% of the portfolio, ranked #143.

M&T Bank first reported a position in JPLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.8M in Q4 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

M&T Bank held 660,890 shares of JPMorgan Limited Duration Bond ETF worth $34.5M as of Q1 2026.
M&T Bank sold 385,535 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $20.2M.
JPMorgan Limited Duration Bond ETF made up 0.12% of M&T Bank's portfolio in Q1 2026, its #143 holding.
M&T Bank first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 6 quarters since.
M&T Bank's JPMorgan Limited Duration Bond ETF position peaked at $54.8M in Q4 2025.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.