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JPLD icon

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

&Partners’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 		$1.88M Buy
36,067
+3,102
+9% +$162K 0.01% 1062
2026
Q1 		$1.72M Buy
32,965
+1,359
+4% +$71.3K 0.01% 984
2025
Q4 		$1.66M Buy
31,606
+2,637
+9% +$138K 0.01% 953
2025
Q3 		$1.52M Buy
28,969
+2,432
+9% +$127K 0.01% 883
2025
Q2 		$1.41M Buy
26,537
+7,506
+39% +$389K 0.01% 824
2025
Q1 		$989K Buy
19,031
+859
+5% +$44.5K 0.01% 837
2024
Q4 		$936K Sell
18,172
-100
-0.5% -$5.17K 0.01% 792
2024
Q3 		$953K Buy
18,272
+1,042
+6% +$53.9K 0.02% 586
2024
Q2 		$882K Buy
+17,230
New +$876K 0.04% 384

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

&Partners's JPLD Position: Q2 2026 in Review

&Partners increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 9.4% in Q2 2026, buying an estimated $162K and bringing the position to 36,067 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #1062.

&Partners first reported a position in JPLD in Q2 2024 and has held it in 9 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • &Partners held 36,067 shares of JPMorgan Limited Duration Bond ETF worth $1.88M as of Q2 2026.
  • &Partners bought 3,102 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $162K.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1062 holding.
  • &Partners first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.