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
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 Sell
123,004
-118,928
-49% -$6.04M ﹤0.01% 3735
2023
Q4 		$12.2M Buy
241,932
+28,488
+13% +$1.43M ﹤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 $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return