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Schiavi & Co’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Schiavi & Co’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 		$50.8M Buy
972,807
+77,187
+9% +$4.02M 13.42% 3
2026
Q1 		$46.7M Buy
895,620
+89,689
+11% +$4.7M 13.88% 3
2025
Q4 		$42.2M Buy
805,931
+69,539
+9% +$3.65M 13.56% 3
2025
Q3 		$38.6M Buy
736,392
+14,079
+2% +$736K 12.73% 3
2025
Q2 		$37.7M Buy
722,313
+18,320
+3% +$949K 12.8% 3
2025
Q1 		$36.6M Buy
+703,993
New +$36.4M 13.43% 3

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 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

Schiavi & Co's JPLD Position: Q2 2026 in Review

Schiavi & Co increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 8.6% in Q2 2026, buying an estimated $4.02M and bringing the position to 972,807 shares worth $50.8M. The position accounts for 13.42% of the portfolio, ranked #3.

Schiavi & Co first reported a position in JPLD in Q1 2025 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Schiavi & Co held 972,807 shares of JPMorgan Limited Duration Bond ETF worth $50.8M as of Q2 2026.
  • Schiavi & Co bought 77,187 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $4.02M.
  • JPMorgan Limited Duration Bond ETF made up 13.42% of Schiavi & Co's portfolio in Q2 2026, its #3 holding.
  • Schiavi & Co first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.