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Stonebridge Financial Group (Pennsylvania)’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$12.1M Sell
231,761
-19,665
-8% -$1.03M 0.92% 31
2026
Q1 		$13.1M Buy
251,426
+31,671
+14% +$1.66M 1.08% 27
2025
Q4 		$11.5M Sell
219,755
-315
-0.1% -$16.5K 0.98% 29
2025
Q3 		$11.5M Buy
220,070
+20,303
+10% +$1.06M 1.02% 29
2025
Q2 		$10.4M Sell
199,767
-57,889
-22% -$3M 1.01% 29
2025
Q1 		$13.4M Buy
257,656
+36,755
+17% +$1.9M 1.43% 16
2024
Q4 		$11.4M Buy
+220,901
New +$11.4M 1.25% 23

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s JPLD Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 7.8% in Q2 2026, selling an estimated $1.03M and leaving 231,761 shares worth $12.1M. The position accounts for 0.92% of the portfolio, ranked #31.

Stonebridge Financial Group (Pennsylvania) first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.4M in Q1 2025. 138 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 231,761 shares of JPMorgan Limited Duration Bond ETF worth $12.1M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 19,665 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $1.03M.
  • JPMorgan Limited Duration Bond ETF made up 0.92% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #31 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s JPMorgan Limited Duration Bond ETF position peaked at $13.4M in Q1 2025.
  • 138 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.