PFG Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

PFG Advisors’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	$493K	Buy	9,446 +328	+4%	+$17.1K	0.02%	537
2026 Q1	$476K	Hold	9,118	–	–	0.02%	554
2025 Q4	$477K	Hold	9,118	–	–	0.02%	540
2025 Q3	$478K	Hold	9,118	–	–	0.02%	574
2025 Q2	$476K	Hold	9,118	–	–	0.02%	438
2025 Q1	$474K	Hold	9,118	–	–	0.03%	489
2024 Q4	$470K	Hold	9,118	–	–	0.03%	475
2024 Q3	$476K	Hold	9,118	–	–	0.03%	456
2024 Q2	$467K	Hold	9,118	–	–	0.03%	437
2024 Q1	$464K	Buy	+9,118	New	+$463K	0.03%	411

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

PFG Advisors's JPLD Position: Q2 2026 in Review

PFG Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 3.6% in Q2 2026, buying an estimated $17.1K and bringing the position to 9,446 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #537.

PFG Advisors first reported a position in JPLD in Q1 2024 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

PFG Advisors held 9,446 shares of JPMorgan Limited Duration Bond ETF worth $493K as of Q2 2026.
PFG Advisors bought 328 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $17.1K.
JPMorgan Limited Duration Bond ETF made up 0.02% of PFG Advisors's portfolio in Q2 2026, its #537 holding.
PFG Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and has held it in 10 quarters since.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.