CCM
JPLD icon

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

Cloud Capital Management’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 		$545K Sell
10,454
-20
-0.2% -$1.04K 0.2% 67
2026
Q1 		$546K Buy
10,474
+98
+0.9% +$5.14K 0.24% 59
2025
Q4 		$545K Buy
10,376
+9,021
+666% +$473K 0.26% 54
2025
Q3 		$71K Buy
+1,355
New +$70.8K 0.04% 157

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Cloud Capital Management's JPLD Position: Q2 2026 in Review

Cloud Capital Management reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 0.19% in Q2 2026, selling an estimated $1.04K and leaving 10,454 shares worth $545K. The position accounts for 0.2% of the portfolio, ranked #67.

Cloud Capital Management first reported a position in JPLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $546K in Q1 2026. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Cloud Capital Management held 10,454 shares of JPMorgan Limited Duration Bond ETF worth $545K as of Q2 2026.
  • Cloud Capital Management sold 20 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $1.04K.
  • JPMorgan Limited Duration Bond ETF made up 0.2% of Cloud Capital Management's portfolio in Q2 2026, its #67 holding.
  • Cloud Capital Management first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Cloud Capital Management's JPMorgan Limited Duration Bond ETF position peaked at $546K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.