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 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

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

Truist Financial's JPLD Position: Q2 2026 in Review

Truist Financial increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 20% in Q2 2026, buying an estimated $177K and bringing the position to 20,600 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Truist Financial first reported a position in JPLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q3 2024. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Truist Financial held 20,600 shares of JPMorgan Limited Duration Bond ETF worth $1.08M as of Q2 2026.
Truist Financial bought 3,402 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $177K.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1732 holding.
Truist Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 8 quarters since.
Truist Financial's JPMorgan Limited Duration Bond ETF position peaked at $1.25M in Q3 2024.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.