Bogart Wealth LLC
JPLD icon

Bogart Wealth LLC’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Bogart Wealth LLC’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 		$52.2K Hold
1,000
– – ﹤0.01% 528
2026
Q1 		$52.2K Buy
+1,000
New +$52.4K ﹤0.01% 482

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthquest
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Bogart Wealth LLC's JPLD Position: Q2 2026 in Review

Bogart Wealth LLC held its JPMorgan Limited Duration Bond ETF (JPLD) position steady in Q2 2026 at 1,000 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Bogart Wealth LLC first reported a position in JPLD in Q1 2026 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Bogart Wealth LLC held 1,000 shares of JPMorgan Limited Duration Bond ETF worth $52.2K as of Q2 2026.
  • Bogart Wealth LLC left its JPMorgan Limited Duration Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #528 holding.
  • Bogart Wealth LLC first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.