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JPLDJPLD
11 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in JPMORGAN LIMITED DURATION BOND ETF

CAPTRUST FINANCIAL ADVISORS holds 1.6M shares of JPLD (JPMORGAN LIMITED DURATION BOND ETF), worth $81.9M as of 2026-Q2. The position was decreased (-3.5% shares). JPLD represents 0.1% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$81.9M

Current Shares

1.6M

Total Value Change

+$57.1M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.6M
-3.5%
$81.9M0.1%$51.82
0
2026-Q1
Increased
1.6M
+5335.8%
$84.9M0.1%$51.27
57
2025-Q4
Decreased
29,931
-7.7%
$1.6M0.0%$51.08
0
2025-Q3
Increased
32,441
+0.9%
$1.7M0.0%$50.48
26
2025-Q2
Decreased
32,146
-14.0%
$1.7M0.0%$49.73
0
2025-Q1
Decreased
37,377
-23.8%
$1.9M0.0%$48.98
0
2024-Q4
Decreased
49,067
-13.5%
$2.5M0.0%$48.18
0
2024-Q3
Decreased
56,726
-15.6%
$3M0.0%$48.06
0
2024-Q2
Decreased
67,234
-89.3%
$3.4M0.0%$46.65
0
2024-Q1
Increased
630,047
+28.2%
$32.1M0.1%$45.89
43
2023-Q4
New
491,297
-
$24.9M0.1%$45.24
40

Other major holders of JPLD: JPMORGAN CHASE & CO

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