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 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 $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

MMA

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

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

Beacon Financial Advisory's JPLD Position: Q1 2026 in Review

Beacon Financial Advisory reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 35% in Q1 2026, selling an estimated $142K and leaving 4,925 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #343.

Beacon Financial Advisory first reported a position in JPLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $399K in Q4 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

Beacon Financial Advisory held 4,925 shares of JPMorgan Limited Duration Bond ETF worth $257K as of Q1 2026.
Beacon Financial Advisory sold 2,704 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $142K.
JPMorgan Limited Duration Bond ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #343 holding.
Beacon Financial Advisory first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 4 quarters since.
Beacon Financial Advisory's JPMorgan Limited Duration Bond ETF position peaked at $399K in Q4 2025.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.