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JPLD icon

Bulwark Capital’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Bulwark Capital’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 		$10.3M Sell
196,887
-39,327
-17% -$2.05M 5.78% 4
2026
Q1 		$12.3M Buy
236,214
+97,738
+71% +$5.13M 7.6% 3
2025
Q4 		$7.25M Buy
138,476
+14,197
+11% +$744K 5.15% 7
2025
Q3 		$6.52M Buy
124,279
+4,031
+3% +$211K 5.07% 5
2025
Q2 		$6.28M Buy
+120,248
New +$6.23M 5.29% 5

Other funds holding JPLD

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Bulwark Capital's JPLD Position: Q2 2026 in Review

Bulwark Capital reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 17% in Q2 2026, selling an estimated $2.05M and leaving 196,887 shares worth $10.3M. The position accounts for 5.78% of the portfolio, ranked #4.

Bulwark Capital first reported a position in JPLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.3M in Q1 2026. 72 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Bulwark Capital held 196,887 shares of JPMorgan Limited Duration Bond ETF worth $10.3M as of Q2 2026.
  • Bulwark Capital sold 39,327 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $2.05M.
  • JPMorgan Limited Duration Bond ETF made up 5.78% of Bulwark Capital's portfolio in Q2 2026, its #4 holding.
  • Bulwark Capital first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Bulwark Capital's JPMorgan Limited Duration Bond ETF position peaked at $12.3M in Q1 2026.
  • 72 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.