Private Advisor Group’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Private Advisor Group’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	$9.49M	Buy	181,890 +3,647	+2%	+$190K	0.04%	405
2026 Q1	$9.3M	Buy	178,243 +71,757	+67%	+$3.76M	0.04%	425
2025 Q4	$5.57M	Buy	106,486 +21,933	+26%	+$1.15M	0.03%	584
2025 Q3	$4.44M	Buy	84,553 +17,374	+26%	+$908K	0.02%	674
2025 Q2	$3.51M	Buy	67,179 +51,860	+339%	+$2.69M	0.02%	717
2025 Q1	$797K	Sell	15,319 -5,614	-27%	-$291K	﹤0.01%	1357
2024 Q4	$1.08M	Buy	20,933 +16,874	+416%	+$872K	0.01%	1181
2024 Q3	$212K	Buy	+4,059	New	+$210K	﹤0.01%	2173

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

Private Advisor Group's JPLD Position: Q2 2026 in Review

Private Advisor Group increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 2% in Q2 2026, buying an estimated $190K and bringing the position to 181,890 shares worth $9.49M. The position accounts for 0.04% of the portfolio, ranked #405.

Private Advisor Group first reported a position in JPLD in Q3 2024 and has held it in 8 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Private Advisor Group held 181,890 shares of JPMorgan Limited Duration Bond ETF worth $9.49M as of Q2 2026.
Private Advisor Group bought 3,647 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $190K.
JPMorgan Limited Duration Bond ETF made up 0.04% of Private Advisor Group's portfolio in Q2 2026, its #405 holding.
Private Advisor Group first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 8 quarters since.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.