Centerpoint Advisory Group’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Centerpoint Advisory Group’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	$356K	Sell	6,821 -1,174	-15%	-$61.2K	0.23%	78
2026 Q1	$417K	Sell	7,995 -703	-8%	-$36.9K	0.31%	63
2025 Q4	$455K	Sell	8,698 -870	-9%	-$45.6K	0.35%	60
2025 Q3	$502K	Sell	9,568 -92	-1%	-$4.81K	0.39%	58
2025 Q2	$505K	Sell	9,660 -19	-0.2%	-$984	0.44%	57
2025 Q1	$503K	Sell	9,679 -130	-1%	-$6.73K	0.5%	56
2024 Q4	$505K	Buy	+9,809	New	+$507K	0.49%	52

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Centerpoint Advisory Group's JPLD Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 15% in Q2 2026, selling an estimated $61.2K and leaving 6,821 shares worth $356K. The position accounts for 0.23% of the portfolio, ranked #78.

Centerpoint Advisory Group first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $505K in Q4 2024. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Centerpoint Advisory Group held 6,821 shares of JPMorgan Limited Duration Bond ETF worth $356K as of Q2 2026.
Centerpoint Advisory Group sold 1,174 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $61.2K.
JPMorgan Limited Duration Bond ETF made up 0.23% of Centerpoint Advisory Group's portfolio in Q2 2026, its #78 holding.
Centerpoint Advisory Group first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisory Group's JPMorgan Limited Duration Bond ETF position peaked at $505K in Q4 2024.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.