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JPLDJPLD
8 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in JPMORGAN LIMITED DURATION BOND ETF

Steward Partners Investment Advisory, LLC holds 86,516 shares of JPLD (JPMORGAN LIMITED DURATION BOND ETF), worth $4.5M as of 2026-Q2. The position was increased (+0.3% shares). JPLD represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$4.5M

Current Shares

86,516

Total Value Change

+$4.5M

Total Shares Change

+85,646

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
86,516
+0.3%
$4.5M0.0%$51.82
27
2026-Q1
Increased
86,230
+2683.4%
$4.5M0.0%$51.27
43
2025-Q4
Increased
3,098
+0.0%
$162,1420.0%$51.08
22
2025-Q3
Increased
3,097
+14.0%
$162,5300.0%$50.48
26
2025-Q2
Increased
2,716
+0.0%
$141,8390.0%$49.73
22
2025-Q1
Increased
2,715
+2.3%
$141,1800.0%$48.98
23
2024-Q4
Increased
2,655
+205.2%
$136,7860.0%$48.18
36
2024-Q3
New
870
-
$45,3710.0%$48.06
28

Other major holders of JPLD: JPMORGAN CHASE & CO

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