Morgan Stanley
JPLD icon

Morgan Stanley’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Morgan Stanley’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 		$79.8M Buy
1,528,082
+84,277
+6% +$4.39M ﹤0.01% 1767
2026
Q1 		$75.4M Buy
1,443,805
+89,080
+7% +$4.67M ﹤0.01% 1693
2025
Q4 		$70.9M Buy
1,354,725
+270,413
+25% +$14.2M ﹤0.01% 1750
2025
Q3 		$56.9M Buy
1,084,312
+595,616
+122% +$31.1M ﹤0.01% 1903
2025
Q2 		$25.5M Buy
488,696
+191,587
+64% +$9.93M ﹤0.01% 2567
2025
Q1 		$15.4M Buy
297,109
+94,569
+47% +$4.89M ﹤0.01% 2946
2024
Q4 		$10.4M Buy
202,540
+7,945
+4% +$410K ﹤0.01% 3373
2024
Q3 		$10.1M Buy
194,595
+38,023
+24% +$1.97M ﹤0.01% 3424
2024
Q2 		$8.02M Buy
156,572
+33,568
+27% +$1.71M ﹤0.01% 3484
2024
Q1 		$6.27M Buy
123,004
+2,038
+2% +$103K ﹤0.01% 3735
2023
Q4 		$6.12M Sell
120,966
-92,478
-43% -$4.63M ﹤0.01% 3753
2023
Q3 		$10.7M Buy
+213,444
New +$10.7M ﹤0.01% 3079

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

Morgan Stanley's JPLD Position: Q2 2026 in Review

Morgan Stanley increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 5.8% in Q2 2026, buying an estimated $4.39M and bringing the position to 1,528,082 shares worth $79.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Morgan Stanley first reported a position in JPLD in Q3 2023 and has held it in 12 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Morgan Stanley held 1,528,082 shares of JPMorgan Limited Duration Bond ETF worth $79.8M as of Q2 2026.
  • Morgan Stanley bought 84,277 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $4.39M.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1767 holding.
  • Morgan Stanley first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.