Wells Fargo
JPLD icon

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
Q2 		$334K Buy
6,398
+5,536
+642% +$289K ﹤0.01% 4883
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Wells Fargo's JPLD Position: Q2 2026 in Review

Wells Fargo increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 642% in Q2 2026, buying an estimated $289K and bringing the position to 6,398 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #4883.

Wells Fargo first reported a position in JPLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.69M in Q3 2023. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Wells Fargo held 6,398 shares of JPMorgan Limited Duration Bond ETF worth $334K as of Q2 2026.
  • Wells Fargo bought 5,536 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $289K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4883 holding.
  • Wells Fargo first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wells Fargo's JPMorgan Limited Duration Bond ETF position peaked at $8.69M in Q3 2023.
  • 162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.