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

Rossby 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 		$2.53M Buy
48,568
+19,829
+69% +$1.03M 0.46% 41
2026
Q1 		$1.5M Buy
28,739
+27,771
+2,869% +$1.46M 0.31% 63
2025
Q4 		$50.7K Hold
968
– – 0.02% 536
2025
Q3 		$50.7K Hold
968
– – 0.02% 530
2025
Q2 		$50.6K Hold
968
– – 0.02% 496
2025
Q1 		$50.2K Buy
+968
New +$50.1K 0.02% 483

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

Rossby Financial's JPLD Position: Q2 2026 in Review

Rossby Financial increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 69% in Q2 2026, buying an estimated $1.03M and bringing the position to 48,568 shares worth $2.53M. The position accounts for 0.46% of the portfolio, ranked #41.

Rossby Financial first reported a position in JPLD in Q1 2025 and has held it in 6 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Rossby Financial held 48,568 shares of JPMorgan Limited Duration Bond ETF worth $2.53M as of Q2 2026.
  • Rossby Financial bought 19,829 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $1.03M.
  • JPMorgan Limited Duration Bond ETF made up 0.46% of Rossby Financial's portfolio in Q2 2026, its #41 holding.
  • Rossby Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.