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 Q3	$215K	Sell	4,175 -1,025	-20%	-$53.2K	0.04%	406
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Juno Financial Group Richmond, Virginia $286M AUM 12.79% 1-Year Est. Return

Beacon Financial Advisory's JPLD Position: Q3 2026 in Review

Beacon Financial Advisory reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 20% in Q3 2026, selling an estimated $53.2K and leaving 4,175 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #406.

Beacon Financial Advisory first reported a position in JPLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $399K in Q4 2025. 97 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

Beacon Financial Advisory held 4,175 shares of JPMorgan Limited Duration Bond ETF worth $215K as of Q3 2026.
Beacon Financial Advisory sold 1,025 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $53.2K.
JPMorgan Limited Duration Bond ETF made up 0.04% of Beacon Financial Advisory's portfolio in Q3 2026, its #406 holding.
Beacon Financial Advisory first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 6 quarters since.
Beacon Financial Advisory's JPMorgan Limited Duration Bond ETF position peaked at $399K in Q4 2025.
97 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.