Stifel Financial
JPLD icon

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

Stifel 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
Q3 		$7.9M Buy
153,723
+135,223
+731% +$7.01M 0.01% 1141
2026
Q2 		$966K Sell
18,500
-403
-2% -$21K ﹤0.01% 2583
2026
Q1 		$987K Buy
18,903
+1,549
+9% +$81.2K ﹤0.01% 2465
2025
Q4 		$908K Buy
+17,354
New +$910K ﹤0.01% 2504

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $375M AUM 10.6% 1-Year Est. Return
Wealthquest
Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Stifel Financial's JPLD Position: Q3 2026 in Review

Stifel Financial increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 731% in Q3 2026, buying an estimated $7.01M and bringing the position to 153,723 shares worth $7.9M. The position accounts for 0.01% of the portfolio, ranked #1141.

Stifel Financial first reported a position in JPLD in Q4 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Stifel Financial held 153,723 shares of JPMorgan Limited Duration Bond ETF worth $7.9M as of Q3 2026.
  • Stifel Financial bought 135,223 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $7.01M.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of Stifel Financial's portfolio in Q3 2026, its #1141 holding.
  • Stifel Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.