Rollins Financial Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Rollins Financial 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
2026 Q1	$647K	Buy	+12,404	New	+$650K	0.1%	86

Other funds holding JPLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rollins Financial Advisors's JPLD Position: Q1 2026 in Review

Rollins Financial Advisors opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q1 2026: 12,404 shares worth $647K. The stake represents 0.1% of the portfolio and ranks #86 among its holdings.

145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

Rollins Financial Advisors held 12,404 shares of JPMorgan Limited Duration Bond ETF worth $647K as of Q1 2026.
JPMorgan Limited Duration Bond ETF was a new Rollins Financial Advisors position in Q1 2026.
JPMorgan Limited Duration Bond ETF made up 0.1% of Rollins Financial Advisors's portfolio in Q1 2026, its #86 holding.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.