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Oppenheimer & Co’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Oppenheimer & Co’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 		$873K Buy
16,725
+7,995
+92% +$417K 0.01% 1001
2026
Q1 		$456K Buy
+8,730
New +$458K 0.01% 1221

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

Oppenheimer & Co's JPLD Position: Q2 2026 in Review

Oppenheimer & Co increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 92% in Q2 2026, buying an estimated $417K and bringing the position to 16,725 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #1001.

Oppenheimer & Co first reported a position in JPLD in Q1 2026 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Oppenheimer & Co held 16,725 shares of JPMorgan Limited Duration Bond ETF worth $873K as of Q2 2026.
  • Oppenheimer & Co bought 7,995 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $417K.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1001 holding.
  • Oppenheimer & Co first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.