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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
Q2 		$58.9K Buy
1,128
+480
+74% +$25K ﹤0.01% 3086
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 $1.81T 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

NewEdge Advisors's JPLD Position: Q2 2026 in Review

NewEdge Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 74% in Q2 2026, buying an estimated $25K and bringing the position to 1,128 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

NewEdge Advisors first reported a position in JPLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $225K in Q3 2024. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • NewEdge Advisors held 1,128 shares of JPMorgan Limited Duration Bond ETF worth $58.9K as of Q2 2026.
  • NewEdge Advisors bought 480 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $25K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3086 holding.
  • NewEdge Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • NewEdge Advisors's JPMorgan Limited Duration Bond ETF position peaked at $225K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.