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BOLTON SECURITIES CORPORATION’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$528K Buy
10,125
+5,450
+117% +$284K 0.02% 592
2026
Q1 		$244K Buy
+4,675
New +$245K 0.01% 757

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthquest
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JPLD Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 117% in Q2 2026, buying an estimated $284K and bringing the position to 10,125 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #592.

BOLTON SECURITIES CORPORATION first reported a position in JPLD in Q1 2026 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 10,125 shares of JPMorgan Limited Duration Bond ETF worth $528K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION bought 5,450 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $284K.
  • JPMorgan Limited Duration Bond ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #592 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.