Moors & Cabot
JPLD icon

Moors & Cabot’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Moors & Cabot’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
Q3 		$539K Buy
10,489
+119
+1% +$6.17K 0.02% 546
2026
Q2 		$541K Buy
+10,370
New +$541K 0.02% 543

Other funds holding JPLD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Moors & Cabot's JPLD Position: Q3 2026 in Review

Moors & Cabot increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 1.1% in Q3 2026, buying an estimated $6.17K and bringing the position to 10,489 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #546.

Moors & Cabot first reported a position in JPLD in Q2 2026 and has held it in 2 quarters since. The position peaked at $541K in Q2 2026. 102 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Moors & Cabot held 10,489 shares of JPMorgan Limited Duration Bond ETF worth $539K as of Q3 2026.
  • Moors & Cabot bought 119 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $6.17K.
  • JPMorgan Limited Duration Bond ETF made up 0.02% of Moors & Cabot's portfolio in Q3 2026, its #546 holding.
  • Moors & Cabot first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Moors & Cabot's JPMorgan Limited Duration Bond ETF position peaked at $541K in Q2 2026.
  • 102 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.