Wells Fargo’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Wells Fargo’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	$45K	Sell	862 -2,706	-76%	-$142K	﹤0.01%	5486
2025 Q4	$187K	Sell	3,568 -90,358	-96%	-$4.74M	﹤0.01%	5102
2025 Q3	$4.93M	Sell	93,926 -1,516	-2%	-$79.2K	﹤0.01%	2585
2025 Q2	$4.98M	Buy	95,442 +1,938	+2%	+$100K	﹤0.01%	2473
2025 Q1	$4.86M	Buy	93,504 +1,848	+2%	+$95.6K	﹤0.01%	2431
2024 Q4	$4.72M	Sell	91,656 -179	-0.2%	-$9.25K	﹤0.01%	2486
2024 Q3	$4.79M	Sell	91,835 -31,506	-26%	-$1.63M	﹤0.01%	2372
2024 Q2	$6.32M	Sell	123,341 -2,185	-2%	-$111K	﹤0.01%	2086
2024 Q1	$6.39M	Sell	125,526 -77	-0.1%	-$3.91K	﹤0.01%	2088
2023 Q4	$6.36M	Sell	125,603 -48,597	-28%	-$2.43M	﹤0.01%	2040
2023 Q3	$8.69M	Buy	+174,200	New	+$8.7M	﹤0.01%	1665

Other funds holding JPLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo's JPLD Position: Q1 2026 in Review

Wells Fargo reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 76% in Q1 2026, selling an estimated $142K and leaving 862 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #5486.

Wells Fargo first reported a position in JPLD in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.69M in Q3 2023. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

Wells Fargo held 862 shares of JPMorgan Limited Duration Bond ETF worth $45K as of Q1 2026.
Wells Fargo sold 2,706 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $142K.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5486 holding.
Wells Fargo first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 11 quarters since.
Wells Fargo's JPMorgan Limited Duration Bond ETF position peaked at $8.69M in Q3 2023.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.