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

MidWestOne Financial Group’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
2025 Q4	$2.29M	Buy	43,841 +6,253	+17%	+$328K	0.25%	81
2025 Q3	$1.97M	Buy	37,588 +1,074	+3%	+$56.1K	0.24%	93
2025 Q2	$1.91M	Sell	36,514 -2,845	-7%	-$147K	0.25%	90
2025 Q1	$2.05M	Sell	39,359 -1,085	-3%	-$56.1K	0.29%	76
2024 Q4	$2.08M	Sell	40,444 -559	-1%	-$28.9K	0.29%	76
2024 Q3	$2.14M	Buy	41,003 +16,730	+69%	+$865K	0.3%	74
2024 Q2	$1.24M	Buy	24,273 +14,026	+137%	+$713K	0.22%	117
2024 Q1	$522K	Buy	+10,247	New	+$520K	0.09%	207

Other funds holding JPLD

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

MMA

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MWC

MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return

MidWestOne Financial Group's JPLD Position: Q4 2025 in Review

MidWestOne Financial Group increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 17% in Q4 2025, buying an estimated $328K and bringing the position to 43,841 shares worth $2.29M. The position accounts for 0.25% of the portfolio, ranked #81.

MidWestOne Financial Group first reported a position in JPLD in Q1 2024 and has held it in 8 quarters since. 124 funds tracked by Wall St. Rank hold JPLD as of Q4 2025.

MidWestOne Financial Group held 43,841 shares of JPMorgan Limited Duration Bond ETF worth $2.29M as of Q4 2025.
MidWestOne Financial Group bought 6,253 JPMorgan Limited Duration Bond ETF shares in Q4 2025, an estimated $328K.
JPMorgan Limited Duration Bond ETF made up 0.25% of MidWestOne Financial Group's portfolio in Q4 2025, its #81 holding.
MidWestOne Financial Group first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and has held it in 8 quarters since.
124 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.