Choice Wealth Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Choice Wealth 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	$16.9M	Buy	+328,320	New	+$17M	5.83%	6

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

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

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

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Choice Wealth Advisors's JPLD Position: Q3 2026 in Review

Choice Wealth Advisors opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q3 2026: 328,320 shares worth $16.9M. The stake represents 5.83% of the portfolio and ranks #6 among its holdings.

37 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

Choice Wealth Advisors held 328,320 shares of JPMorgan Limited Duration Bond ETF worth $16.9M as of Q3 2026.
JPMorgan Limited Duration Bond ETF was a new Choice Wealth Advisors position in Q3 2026.
JPMorgan Limited Duration Bond ETF made up 5.83% of Choice Wealth Advisors's portfolio in Q3 2026, its #6 holding.
37 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Choice Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.