Cottage Street Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Cottage Street 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 Q2	$523K	Buy	+10,027	New	+$523K	0.2%	82

Other funds holding JPLD

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

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

MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Cottage Street Advisors's JPLD Position: Q2 2026 in Review

Cottage Street Advisors opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 10,027 shares worth $523K. The stake represents 0.2% of the portfolio and ranks #82 among its holdings.

63 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Cottage Street Advisors held 10,027 shares of JPMorgan Limited Duration Bond ETF worth $523K as of Q2 2026.
JPMorgan Limited Duration Bond ETF was a new Cottage Street Advisors position in Q2 2026.
JPMorgan Limited Duration Bond ETF made up 0.2% of Cottage Street Advisors's portfolio in Q2 2026, its #82 holding.
63 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.