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Synergy Asset Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Synergy Asset Management’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
Q1 		$1.09M Buy
+20,967
New +$1.1M 0.12% 111
2025
Q1 		– Sell
-25,689
Closed -$1.33M – 485
2024
Q4 		$1.33M Buy
25,689
+7,599
+42% +$393K 0.1% 105
2024
Q3 		$943K Buy
+18,090
New +$935K 0.14% 81

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Synergy Asset Management's JPLD Position: Q1 2026 in Review

Synergy Asset Management opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q1 2026: 20,967 shares worth $1.09M. The stake represents 0.12% of the portfolio and ranks #111 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in JPLD as recently as Q4 2024.

Synergy Asset Management first reported a position in JPLD in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.33M in Q4 2024. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Synergy Asset Management held 20,967 shares of JPMorgan Limited Duration Bond ETF worth $1.09M as of Q1 2026.
  • JPMorgan Limited Duration Bond ETF was a new Synergy Asset Management position in Q1 2026.
  • JPMorgan Limited Duration Bond ETF made up 0.12% of Synergy Asset Management's portfolio in Q1 2026, its #111 holding.
  • Synergy Asset Management first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Synergy Asset Management's JPMorgan Limited Duration Bond ETF position peaked at $1.33M in Q4 2024.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.