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

PFG Investments’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	$277K	Hold	5,303	–	–	0.01%	900
2025 Q4	$278K	Hold	5,303	–	–	0.01%	851
2025 Q3	$278K	Buy	5,303 +1,202	+29%	+$62.8K	0.01%	825
2025 Q2	$214K	Sell	4,101 -5,002	-55%	-$259K	0.01%	887
2025 Q1	$473K	Buy	9,103 +248	+3%	+$12.8K	0.03%	520
2024 Q4	$456K	Buy	8,855 +350	+4%	+$18.1K	0.03%	524
2024 Q3	$444K	Buy	8,505 +4,404	+107%	+$228K	0.03%	539
2024 Q2	$210K	Hold	4,101	–	–	0.02%	804
2024 Q1	$209K	Buy	+4,101	New	+$208K	0.01%	890

Other funds holding JPLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFG Investments's JPLD Position: Q1 2026 in Review

PFG Investments held its JPMorgan Limited Duration Bond ETF (JPLD) position steady in Q1 2026 at 5,303 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #900.

PFG Investments first reported a position in JPLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $473K in Q1 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

PFG Investments held 5,303 shares of JPMorgan Limited Duration Bond ETF worth $277K as of Q1 2026.
PFG Investments left its JPMorgan Limited Duration Bond ETF share count unchanged in Q1 2026.
JPMorgan Limited Duration Bond ETF made up 0.01% of PFG Investments's portfolio in Q1 2026, its #900 holding.
PFG Investments first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and has held it in 9 quarters since.
PFG Investments's JPMorgan Limited Duration Bond ETF position peaked at $473K in Q1 2025.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.