Osaic Holdings
JPLD icon

Osaic Holdings’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Osaic Holdings’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 		$6.03M Buy
115,505
+29,039
+34% +$1.51M 0.01% 1385
2026
Q1 		$4.51M Buy
86,466
+9,540
+12% +$500K 0.01% 1431
2025
Q4 		$4.03M Buy
76,926
+20,745
+37% +$1.09M 0.01% 1533
2025
Q3 		$2.95M Buy
56,181
+15,720
+39% +$821K ﹤0.01% 1862
2025
Q2 		$2.11M Buy
40,461
+2,335
+6% +$121K ﹤0.01% 1859
2025
Q1 		$1.98M Buy
38,126
+7,586
+25% +$393K ﹤0.01% 1678
2024
Q4 		$1.57M Sell
30,540
-2,255
-7% -$117K ﹤0.01% 1849
2024
Q3 		$1.71M Buy
32,795
+11,062
+51% +$572K ﹤0.01% 1832
2024
Q2 		$1.11M Buy
21,733
+7,486
+53% +$381K ﹤0.01% 2112
2024
Q1 		$726K Sell
14,247
-8,604
-38% -$437K ﹤0.01% 2632
2023
Q4 		$1.16M Sell
22,851
-550
-2% -$27.5K ﹤0.01% 2372
2023
Q3 		$1.17M Buy
+23,401
New +$1.17M ﹤0.01% 2497

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

Osaic Holdings's JPLD Position: Q2 2026 in Review

Osaic Holdings increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 34% in Q2 2026, buying an estimated $1.51M and bringing the position to 115,505 shares worth $6.03M. The position accounts for 0.01% of the portfolio, ranked #1385.

Osaic Holdings first reported a position in JPLD in Q3 2023 and has held it in 12 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Osaic Holdings held 115,505 shares of JPMorgan Limited Duration Bond ETF worth $6.03M as of Q2 2026.
  • Osaic Holdings bought 29,039 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $1.51M.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1385 holding.
  • Osaic Holdings first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.