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Newbridge Financial Services Group’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Newbridge Financial Services Group’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 		$12K Hold
230
– – ﹤0.01% 825
2026
Q1 		$12K Hold
230
– – ﹤0.01% 761
2025
Q4 		$12K Buy
+230
New +$12.1K ﹤0.01% 752

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Newbridge Financial Services Group's JPLD Position: Q2 2026 in Review

Newbridge Financial Services Group held its JPMorgan Limited Duration Bond ETF (JPLD) position steady in Q2 2026 at 230 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Newbridge Financial Services Group first reported a position in JPLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $12K in Q4 2025. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Newbridge Financial Services Group held 230 shares of JPMorgan Limited Duration Bond ETF worth $12K as of Q2 2026.
  • Newbridge Financial Services Group left its JPMorgan Limited Duration Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #825 holding.
  • Newbridge Financial Services Group first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Newbridge Financial Services Group's JPMorgan Limited Duration Bond ETF position peaked at $12K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.