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 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 $1.56T 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 $8.53B AUM 21.43% 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

BlueStem Wealth Partners's JPLD Position: Q1 2026 in Review

BlueStem Wealth Partners increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 18% in Q1 2026, buying an estimated $94.2K and bringing the position to 11,809 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #73.

BlueStem Wealth Partners first reported a position in JPLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.36M in Q4 2024. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

BlueStem Wealth Partners held 11,809 shares of JPMorgan Limited Duration Bond ETF worth $616K as of Q1 2026.
BlueStem Wealth Partners bought 1,796 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $94.2K.
JPMorgan Limited Duration Bond ETF made up 0.07% of BlueStem Wealth Partners's portfolio in Q1 2026, its #73 holding.
BlueStem Wealth Partners first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's JPMorgan Limited Duration Bond ETF position peaked at $8.36M in Q4 2024.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.