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

Raymond James Trust’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 		$490K Buy
9,394
+2,898
+45% +$150K 0.01% 781
2024
Q2 		$333K Hold
6,496
– – 0.01% 922
2024
Q1 		$331K Buy
6,496
+971
+18% +$49.3K 0.01% 923
2023
Q4 		$280K Buy
+5,525
New +$276K 0.01% 958

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 $8.53B AUM 21.43% 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 $519M AUM 16.88% 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 Trust's JPLD Position: Q3 2024 in Review

Raymond James Trust increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 45% in Q3 2024, buying an estimated $150K and bringing the position to 9,394 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #781.

Raymond James Trust first reported a position in JPLD in Q4 2023 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold JPLD as of Q3 2024.

  • Raymond James Trust held 9,394 shares of JPMorgan Limited Duration Bond ETF worth $490K as of Q3 2024.
  • Raymond James Trust bought 2,898 JPMorgan Limited Duration Bond ETF shares in Q3 2024, an estimated $150K.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #781 holding.
  • Raymond James Trust first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.