Truist Financial
JPLD icon

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

Truist 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 		$1.14M Buy
22,077
+1,477
+7% +$76.6K ﹤0.01% 1685
2026
Q2 		$1.08M Buy
20,600
+3,402
+20% +$177K ﹤0.01% 1732
2026
Q1 		$898K Sell
17,198
-63
-0.4% -$3.3K ﹤0.01% 1762
2025
Q4 		$903K Sell
17,261
-706
-4% -$37K ﹤0.01% 1719
2025
Q3 		$943K Buy
17,967
+6,965
+63% +$364K ﹤0.01% 1692
2025
Q2 		$575K Buy
11,002
+1,611
+17% +$83.5K ﹤0.01% 1897
2025
Q1 		$488K Buy
9,391
+247
+3% +$12.8K ﹤0.01% 1887
2024
Q4 		$471K Sell
9,144
-14,731
-62% -$761K ﹤0.01% 1919
2024
Q3 		$1.25M Buy
+23,875
New +$1.23M ﹤0.01% 1425

Other funds holding JPLD

MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return
Juno Financial Group
Juno Financial Group Richmond, Virginia $286M AUM 12.79% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Truist Financial's JPLD Position: Q3 2026 in Review

Truist Financial increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 7.2% in Q3 2026, buying an estimated $76.6K and bringing the position to 22,077 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Truist Financial first reported a position in JPLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.25M in Q3 2024. 73 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Truist Financial held 22,077 shares of JPMorgan Limited Duration Bond ETF worth $1.14M as of Q3 2026.
  • Truist Financial bought 1,477 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $76.6K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1685 holding.
  • Truist Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Truist Financial's JPMorgan Limited Duration Bond ETF position peaked at $1.25M in Q3 2024.
  • 73 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.