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Private Trust Company’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Private Trust Company’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 		$654K Hold
12,526
– – 0.05% 386
2026
Q1 		$654K Buy
12,526
+3,047
+32% +$160K 0.06% 366
2025
Q4 		$496K Buy
9,479
+1,524
+19% +$79.9K 0.04% 439
2025
Q3 		$417K Buy
7,955
+1,554
+24% +$81.2K 0.04% 483
2025
Q2 		$334K Buy
6,401
+637
+11% +$33K 0.03% 536
2025
Q1 		$300K Sell
5,764
-157
-3% -$8.12K 0.03% 558
2024
Q4 		$305K Buy
5,921
+19
+0.3% +$982 0.03% 541
2024
Q3 		$308K Sell
5,902
-96
-2% -$4.96K 0.03% 550
2024
Q2 		$307K Sell
5,998
-451
-7% -$22.9K 0.03% 518
2024
Q1 		$329K Sell
6,449
-2,215
-26% -$112K 0.04% 482
2023
Q4 		$438K Sell
8,664
-1,356
-14% -$67.8K 0.05% 382
2023
Q3 		$500K Buy
+10,020
New +$500K 0.07% 320

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 29.2% 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

Private Trust Company's JPLD Position: Q2 2026 in Review

Private Trust Company held its JPMorgan Limited Duration Bond ETF (JPLD) position steady in Q2 2026 at 12,526 shares worth $654K. The position accounts for 0.05% of the portfolio, ranked #386.

Private Trust Company first reported a position in JPLD in Q3 2023 and has held it in 12 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Private Trust Company held 12,526 shares of JPMorgan Limited Duration Bond ETF worth $654K as of Q2 2026.
  • Private Trust Company left its JPMorgan Limited Duration Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Limited Duration Bond ETF made up 0.05% of Private Trust Company's portfolio in Q2 2026, its #386 holding.
  • Private Trust Company first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.