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
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
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

Truist Financial's JPLD Position: Q1 2026 in Review

Truist Financial reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 0.36% in Q1 2026, selling an estimated $3.3K and leaving 17,198 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Truist Financial first reported a position in JPLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q3 2024. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Truist Financial held 17,198 shares of JPMorgan Limited Duration Bond ETF worth $898K as of Q1 2026.
  • Truist Financial sold 63 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $3.3K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1762 holding.
  • Truist Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Truist Financial's JPMorgan Limited Duration Bond ETF position peaked at $1.25M in Q3 2024.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.