TD Capital Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

TD Capital 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 Q2	$14.3M	Buy	273,341 +9,622	+4%	+$502K	1.17%	23
2026 Q1	$13.8M	Buy	263,719 +12,760	+5%	+$669K	1.24%	21
2025 Q4	$13.1M	Buy	250,959 +39,649	+19%	+$2.08M	1.17%	22
2025 Q3	$11.1M	Buy	211,310 +25,789	+14%	+$1.35M	1%	25
2025 Q2	$9.69M	Buy	185,521 +23,559	+15%	+$1.22M	0.91%	29
2025 Q1	$8.42M	Buy	161,962 +90,335	+126%	+$4.67M	0.85%	31
2024 Q4	$3.69M	Buy	71,627 +64,348	+884%	+$3.32M	0.37%	44
2024 Q3	$380K	Buy	+7,279	New	+$376K	0.04%	80

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

TD Capital Management's JPLD Position: Q2 2026 in Review

TD Capital Management increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 3.6% in Q2 2026, buying an estimated $502K and bringing the position to 273,341 shares worth $14.3M. The position accounts for 1.17% of the portfolio, ranked #23.

TD Capital Management first reported a position in JPLD in Q3 2024 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

TD Capital Management held 273,341 shares of JPMorgan Limited Duration Bond ETF worth $14.3M as of Q2 2026.
TD Capital Management bought 9,622 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $502K.
JPMorgan Limited Duration Bond ETF made up 1.17% of TD Capital Management's portfolio in Q2 2026, its #23 holding.
TD Capital Management first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 8 quarters since.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.