Beacon Financial Advisory’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Beacon Financial Advisory’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 Q2	$271K	Buy	5,200 +275	+6%	+$14.3K	0.05%	353
2026 Q1	$257K	Sell	4,925 -2,704	-35%	-$142K	0.06%	343
2025 Q4	$399K	Buy	7,629 +756	+11%	+$39.6K	0.09%	242
2025 Q3	$361K	Buy	6,873 +1,686	+33%	+$88.1K	0.08%	257
2025 Q2	$271K	Buy	+5,187	New	+$269K	0.07%	287

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Beacon Financial Advisory's JPLD Position: Q2 2026 in Review

Beacon Financial Advisory increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 5.6% in Q2 2026, buying an estimated $14.3K and bringing the position to 5,200 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #353.

Beacon Financial Advisory first reported a position in JPLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $399K in Q4 2025. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Beacon Financial Advisory held 5,200 shares of JPMorgan Limited Duration Bond ETF worth $271K as of Q2 2026.
Beacon Financial Advisory bought 275 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $14.3K.
JPMorgan Limited Duration Bond ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #353 holding.
Beacon Financial Advisory first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 5 quarters since.
Beacon Financial Advisory's JPMorgan Limited Duration Bond ETF position peaked at $399K in Q4 2025.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.