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JPLD icon

NewEdge Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

NewEdge Advisors’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 		$33.8K Buy
648
+98
+18% +$5.14K ﹤0.01% 3039
2025
Q4 		$28.8K Sell
550
-500
-48% -$26.2K ﹤0.01% 3138
2025
Q3 		$55.1K Sell
1,050
-1,846
-64% -$96.4K ﹤0.01% 2794
2025
Q2 		$151K Buy
2,896
+770
+36% +$39.9K ﹤0.01% 2299
2025
Q1 		$111K Sell
2,126
-1,861
-47% -$96.3K ﹤0.01% 2267
2024
Q4 		$205K Sell
3,987
-337
-8% -$17.4K ﹤0.01% 2082
2024
Q3 		$225K Buy
+4,324
New +$224K ﹤0.01% 1941

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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