RJA
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Raymond James & Associates’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Raymond James & Associates’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
2024
Q3 		$10.2M Buy
196,280
+7,405
+4% +$383K 0.01% 1222
2024
Q2 		$9.67M Buy
188,875
+10,288
+6% +$523K 0.01% 1181
2024
Q1 		$9.1M Buy
+178,587
New +$9.06M 0.01% 1217

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
WAOTB
Wealth Advisors of Tampa Bay Tampa, Florida $302M AUM 26.95% 1-Year Est. Return

Raymond James & Associates's JPLD Position: Q3 2024 in Review

Raymond James & Associates increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 3.9% in Q3 2024, buying an estimated $383K and bringing the position to 196,280 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #1222.

Raymond James & Associates first reported a position in JPLD in Q1 2024 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold JPLD as of Q3 2024.

  • Raymond James & Associates held 196,280 shares of JPMorgan Limited Duration Bond ETF worth $10.2M as of Q3 2024.
  • Raymond James & Associates bought 7,405 JPMorgan Limited Duration Bond ETF shares in Q3 2024, an estimated $383K.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1222 holding.
  • Raymond James & Associates first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.