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Raymond James Financial Services Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Raymond James Financial Services Advisors’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 		$1.73M Buy
33,178
+1,433
+5% +$74.1K ﹤0.01% 1822
2024
Q2 		$1.63M Buy
31,745
+1,019
+3% +$51.8K ﹤0.01% 1796
2024
Q1 		$1.57M Buy
+30,726
New +$1.56M ﹤0.01% 1777

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Raymond James Financial Services Advisors's JPLD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 4.5% in Q3 2024, buying an estimated $74.1K and bringing the position to 33,178 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Raymond James Financial Services Advisors 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 Financial Services Advisors held 33,178 shares of JPMorgan Limited Duration Bond ETF worth $1.73M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,433 JPMorgan Limited Duration Bond ETF shares in Q3 2024, an estimated $74.1K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1822 holding.
  • Raymond James Financial Services Advisors 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.