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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B 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 $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B 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 $666B 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

Private Advisor Group's JPLD Position: Q1 2026 in Review

Private Advisor Group increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 67% in Q1 2026, buying an estimated $3.76M and bringing the position to 178,243 shares worth $9.3M. The position accounts for 0.04% of the portfolio, ranked #425.

Private Advisor Group first reported a position in JPLD in Q3 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Private Advisor Group held 178,243 shares of JPMorgan Limited Duration Bond ETF worth $9.3M as of Q1 2026.
  • Private Advisor Group bought 71,757 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $3.76M.
  • JPMorgan Limited Duration Bond ETF made up 0.04% of Private Advisor Group's portfolio in Q1 2026, its #425 holding.
  • Private Advisor Group first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.