Raymond James Financial
JPLD icon

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

Raymond James Financial’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 		$12.3M Sell
235,613
-2,461
-1% -$128K ﹤0.01% 1975
2026
Q1 		$12.4M Buy
238,074
+14,018
+6% +$735K ﹤0.01% 1835
2025
Q4 		$11.7M Sell
224,056
-1,475
-0.7% -$77.3K ﹤0.01% 1831
2025
Q3 		$11.8M Buy
225,531
+15,687
+7% +$820K ﹤0.01% 1788
2025
Q2 		$11M Buy
209,844
+32,481
+18% +$1.68M ﹤0.01% 1794
2025
Q1 		$9.22M Buy
177,363
+106,094
+149% +$5.49M ﹤0.01% 1868
2024
Q4 		$3.67M Buy
+71,269
New +$3.68M ﹤0.01% 2527

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 29.18% 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

Raymond James Financial's JPLD Position: Q2 2026 in Review

Raymond James Financial reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 1% in Q2 2026, selling an estimated $128K and leaving 235,613 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Raymond James Financial first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.4M in Q1 2026. 163 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Raymond James Financial held 235,613 shares of JPMorgan Limited Duration Bond ETF worth $12.3M as of Q2 2026.
  • Raymond James Financial sold 2,461 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $128K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1975 holding.
  • Raymond James Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's JPMorgan Limited Duration Bond ETF position peaked at $12.4M in Q1 2026.
  • 163 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.