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 Q3	$9.5M	Sell	185,291 -11,596	-6%	-$601K	5.04%	5
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

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return

Juno Financial Group Richmond, Virginia $286M AUM 12.79% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bulwark Capital's JPLD Position: Q3 2026 in Review

Bulwark Capital reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 5.9% in Q3 2026, selling an estimated $601K and leaving 185,291 shares worth $9.5M. The position accounts for 5.04% of the portfolio, ranked #5.

Bulwark Capital first reported a position in JPLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.3M in Q1 2026. 60 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

Bulwark Capital held 185,291 shares of JPMorgan Limited Duration Bond ETF worth $9.5M as of Q3 2026.
Bulwark Capital sold 11,596 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $601K.
JPMorgan Limited Duration Bond ETF made up 5.04% of Bulwark Capital's portfolio in Q3 2026, its #5 holding.
Bulwark Capital first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 6 quarters since.
Bulwark Capital's JPMorgan Limited Duration Bond ETF position peaked at $12.3M in Q1 2026.
60 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.