UBS Group’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

UBS Group’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	$47.4M	Buy	908,104 +72,896	+9%	+$3.8M	0.01%	1792
2026 Q1	$43.6M	Sell	835,208 -212,327	-20%	-$11.1M	0.01%	1788
2025 Q4	$54.8M	Buy	1,047,535 +133	+0%	+$6.97K	0.01%	1518
2025 Q3	$55M	Buy	1,047,402 +11,441	+1%	+$598K	0.01%	1529
2025 Q2	$54.1M	Buy	1,035,961 +56,993	+6%	+$2.95M	0.01%	1453
2025 Q1	$50.9M	Buy	978,968 +972,466	+14,956%	+$50.3M	0.01%	1470
2024 Q4	$335K	Sell	6,502 -194	-3%	-$10K	﹤0.01%	6120
2024 Q3	$349K	Sell	6,696 -207	-3%	-$10.7K	﹤0.01%	5475
2024 Q2	$353K	Sell	6,903 -665	-9%	-$33.8K	﹤0.01%	5262
2024 Q1	$386K	Sell	7,568 -1,066	-12%	-$54.1K	﹤0.01%	5388
2023 Q4	$437K	Sell	8,634 -1,262	-13%	-$63.1K	﹤0.01%	5208
2023 Q3	$494K	Buy	+9,896	New	+$494K	﹤0.01%	4661

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 29.2% 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

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

MWC

MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

UBS Group's JPLD Position: Q2 2026 in Review

UBS Group increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 8.7% in Q2 2026, buying an estimated $3.8M and bringing the position to 908,104 shares worth $47.4M. The position accounts for 0.01% of the portfolio, ranked #1792.

UBS Group first reported a position in JPLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $55M in Q3 2025. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

UBS Group held 908,104 shares of JPMorgan Limited Duration Bond ETF worth $47.4M as of Q2 2026.
UBS Group bought 72,896 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $3.8M.
JPMorgan Limited Duration Bond ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1792 holding.
UBS Group first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 12 quarters since.
UBS Group's JPMorgan Limited Duration Bond ETF position peaked at $55M in Q3 2025.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.