Arax Advisory Partners’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$328K Buy
6,291
+2,646
+73% +$139K 0.01% 824
2025
Q4
$191K Buy
+3,645
New +$191K 0.01% 1066
2025
Q3
Sell
-2,115
Closed -$110K 4001
2025
Q2
$110K Buy
2,115
+1,418
+203% +$73.5K 0.01% 893
2025
Q1
$36.2K Buy
+697
New +$36.1K ﹤0.01% 1072

Other funds holding JPLD

Arax Advisory Partners's JPLD Position: Q1 2026 in Review

Arax Advisory Partners increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 73% in Q1 2026, buying an estimated $139K and bringing the position to 6,291 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #824.

Arax Advisory Partners first reported a position in JPLD in Q1 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Arax Advisory Partners held 6,291 shares of JPMorgan Limited Duration Bond ETF worth $328K as of Q1 2026.
  • Arax Advisory Partners bought 2,646 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $139K.
  • JPMorgan Limited Duration Bond ETF made up 0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #824 holding.
  • Arax Advisory Partners first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.