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
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 $1.81T 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

Stifel Financial's JPLD Position: Q2 2026 in Review

Stifel Financial reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 2.1% in Q2 2026, selling an estimated $21K and leaving 18,500 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #2583.

Stifel Financial first reported a position in JPLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $987K in Q1 2026. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Stifel Financial held 18,500 shares of JPMorgan Limited Duration Bond ETF worth $966K as of Q2 2026.
  • Stifel Financial sold 403 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $21K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2583 holding.
  • Stifel Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Stifel Financial's JPMorgan Limited Duration Bond ETF position peaked at $987K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.