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
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 $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B 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 $376B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B 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 $564B 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