Apella Capital
JPLD icon

Apella Capital’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Apella Capital’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
Q3 		$4.99M Sell
97,334
-2,109
-2% -$109K 0.06% 184
2026
Q2 		$5.17M Sell
99,443
-283
-0.3% -$14.8K 0.07% 163
2026
Q1 		$5.21M Buy
+99,726
New +$5.23M 0.08% 160

Other funds holding JPLD

MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Apella Capital's JPLD Position: Q3 2026 in Review

Apella Capital reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 2.1% in Q3 2026, selling an estimated $109K and leaving 97,334 shares worth $4.99M. The position accounts for 0.06% of the portfolio, ranked #184.

Apella Capital first reported a position in JPLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.21M in Q1 2026. 41 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Apella Capital held 97,334 shares of JPMorgan Limited Duration Bond ETF worth $4.99M as of Q3 2026.
  • Apella Capital sold 2,109 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $109K.
  • JPMorgan Limited Duration Bond ETF made up 0.06% of Apella Capital's portfolio in Q3 2026, its #184 holding.
  • Apella Capital first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's JPMorgan Limited Duration Bond ETF position peaked at $5.21M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.