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Cedar Mountain Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Cedar Mountain Advisors’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 		$5.75M Buy
111,757
+99,490
+811% +$5.16M 0.97% 22
2026
Q2 		$640K Buy
12,267
+11,316
+1,190% +$590K 0.11% 46
2026
Q1 		$49.6K Hold
951
– – 0.01% 151
2025
Q4 		$49.8K Buy
+951
New +$49.9K 0.01% 117

Other funds holding JPLD

Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

Cedar Mountain Advisors's JPLD Position: Q3 2026 in Review

Cedar Mountain Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 811% in Q3 2026, buying an estimated $5.16M and bringing the position to 111,757 shares worth $5.75M. The position accounts for 0.97% of the portfolio, ranked #22.

Cedar Mountain Advisors first reported a position in JPLD in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Cedar Mountain Advisors held 111,757 shares of JPMorgan Limited Duration Bond ETF worth $5.75M as of Q3 2026.
  • Cedar Mountain Advisors bought 99,490 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $5.16M.
  • JPMorgan Limited Duration Bond ETF made up 0.97% of Cedar Mountain Advisors's portfolio in Q3 2026, its #22 holding.
  • Cedar Mountain Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.