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Oakworth Capital’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Oakworth Capital’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 		$4.44K Hold
85
– – ﹤0.01% 744
2025
Q4 		$4.45K Hold
85
– – ﹤0.01% 745
2025
Q3 		$4.46K Buy
+85
New +$4.44K ﹤0.01% 695

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B 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 $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B 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 $666B 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

Oakworth Capital's JPLD Position: Q1 2026 in Review

Oakworth Capital held its JPMorgan Limited Duration Bond ETF (JPLD) position steady in Q1 2026 at 85 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Oakworth Capital first reported a position in JPLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.46K in Q3 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Oakworth Capital held 85 shares of JPMorgan Limited Duration Bond ETF worth $4.44K as of Q1 2026.
  • Oakworth Capital left its JPMorgan Limited Duration Bond ETF share count unchanged in Q1 2026.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q1 2026, its #744 holding.
  • Oakworth Capital first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Oakworth Capital's JPMorgan Limited Duration Bond ETF position peaked at $4.46K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.