Avantax Advisory Services’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Avantax Advisory Services’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
2025 Q2	$440K	Buy	+8,417	New	+$436K	﹤0.01%	1662

Other funds holding JPLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWC

MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avantax Advisory Services's JPLD Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2025: 8,417 shares worth $440K. The stake represents ﹤0.01% of the portfolio and ranks #1662 among its holdings.

94 funds tracked by Wall St. Rank hold JPLD as of Q2 2025.

Avantax Advisory Services held 8,417 shares of JPMorgan Limited Duration Bond ETF worth $440K as of Q2 2025.
JPMorgan Limited Duration Bond ETF was a new Avantax Advisory Services position in Q2 2025.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1662 holding.
94 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.