UBS Group
JPLD icon

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
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B 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 $376B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B 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
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
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return