MML Investors Services’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

MML Investors Services’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	$1.15M	Sell	21,968 -719	-3%	-$37.7K	﹤0.01%	1681
2025 Q4	$1.19M	Buy	22,687 +7,003	+45%	+$367K	﹤0.01%	1694
2025 Q3	$823K	Sell	15,684 -7,493	-32%	-$391K	﹤0.01%	1869
2025 Q2	$1.21M	Sell	23,177 -1,195	-5%	-$61.9K	﹤0.01%	1552
2025 Q1	$1.27M	Buy	24,372 +16,036	+192%	+$830K	﹤0.01%	1432
2024 Q4	$429K	Buy	8,336 +257	+3%	+$13.3K	﹤0.01%	2011
2024 Q3	$421K	Buy	+8,079	New	+$418K	﹤0.01%	1966

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 $8.53B AUM 21.43% 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

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

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

MML Investors Services's JPLD Position: Q1 2026 in Review

MML Investors Services reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 3.2% in Q1 2026, selling an estimated $37.7K and leaving 21,968 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

MML Investors Services first reported a position in JPLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

MML Investors Services held 21,968 shares of JPMorgan Limited Duration Bond ETF worth $1.15M as of Q1 2026.
MML Investors Services sold 719 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $37.7K.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1681 holding.
MML Investors Services first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 7 quarters since.
MML Investors Services's JPMorgan Limited Duration Bond ETF position peaked at $1.27M in Q1 2025.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.