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 Q2	$1.88M	Buy	35,931 +13,963	+64%	+$728K	﹤0.01%	1579
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 $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MML Investors Services's JPLD Position: Q2 2026 in Review

MML Investors Services increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 64% in Q2 2026, buying an estimated $728K and bringing the position to 35,931 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

MML Investors Services first reported a position in JPLD in Q3 2024 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

MML Investors Services held 35,931 shares of JPMorgan Limited Duration Bond ETF worth $1.88M as of Q2 2026.
MML Investors Services bought 13,963 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $728K.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1579 holding.
MML Investors Services first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 8 quarters since.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.