Northwestern Mutual Wealth Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Northwestern Mutual Wealth Management’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	$2.13M	Buy	40,808 +9,165	+29%	+$478K	﹤0.01%	1148
2026 Q1	$1.65M	Sell	31,643 -16,888	-35%	-$886K	﹤0.01%	1164
2025 Q4	$2.54M	Buy	48,531 +37,123	+325%	+$1.95M	﹤0.01%	990
2025 Q3	$599K	Buy	11,408 +1,610	+16%	+$84.1K	﹤0.01%	1409
2025 Q2	$512K	Sell	9,798 -71	-0.7%	-$3.68K	﹤0.01%	1376
2025 Q1	$513K	Buy	9,869 +1,646	+20%	+$85.2K	﹤0.01%	1321
2024 Q4	$424K	Sell	8,223 -818	-9%	-$42.3K	﹤0.01%	1392
2024 Q3	$471K	Sell	9,041 -1,281	-12%	-$66.2K	﹤0.01%	1322
2024 Q2	$528K	Sell	10,322 -58	-0.6%	-$2.95K	﹤0.01%	1231
2024 Q1	$529K	Buy	10,380 +861	+9%	+$43.7K	﹤0.01%	1227
2023 Q4	$482K	Sell	9,519 -2,827	-23%	-$141K	﹤0.01%	1223
2023 Q3	$616K	Buy	+12,346	New	+$617K	﹤0.01%	1084

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Northwestern Mutual Wealth Management's JPLD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 29% in Q2 2026, buying an estimated $478K and bringing the position to 40,808 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Northwestern Mutual Wealth Management first reported a position in JPLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.54M in Q4 2025. 163 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Northwestern Mutual Wealth Management held 40,808 shares of JPMorgan Limited Duration Bond ETF worth $2.13M as of Q2 2026.
Northwestern Mutual Wealth Management bought 9,165 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $478K.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1148 holding.
Northwestern Mutual Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 12 quarters since.
Northwestern Mutual Wealth Management's JPMorgan Limited Duration Bond ETF position peaked at $2.54M in Q4 2025.
163 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.