BlueStem Wealth Partners’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

BlueStem Wealth Partners’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	$786K	Buy	15,059 +3,250	+28%	+$169K	0.08%	67
2026 Q1	$616K	Buy	11,809 +1,796	+18%	+$94.2K	0.07%	73
2025 Q4	$524K	Buy	10,013 +4,478	+81%	+$235K	0.06%	76
2025 Q3	$290K	Sell	5,535 -367	-6%	-$19.2K	0.03%	90
2025 Q2	$308K	Sell	5,902 -1,080	-15%	-$56K	0.04%	83
2025 Q1	$363K	Sell	6,982 -155,228	-96%	-$8.03M	0.05%	70
2024 Q4	$8.36M	Buy	+162,210	New	+$8.38M	1.1%	16

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

BlueStem Wealth Partners's JPLD Position: Q2 2026 in Review

BlueStem Wealth Partners increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 28% in Q2 2026, buying an estimated $169K and bringing the position to 15,059 shares worth $786K. The position accounts for 0.08% of the portfolio, ranked #67.

BlueStem Wealth Partners first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.36M in Q4 2024. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

BlueStem Wealth Partners held 15,059 shares of JPMorgan Limited Duration Bond ETF worth $786K as of Q2 2026.
BlueStem Wealth Partners bought 3,250 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $169K.
JPMorgan Limited Duration Bond ETF made up 0.08% of BlueStem Wealth Partners's portfolio in Q2 2026, its #67 holding.
BlueStem Wealth Partners first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's JPMorgan Limited Duration Bond ETF position peaked at $8.36M in Q4 2024.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.