Evergreen Wealth Solutions’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Evergreen Wealth Solutions’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	$5.14M	Buy	+98,702	New	+$5.15M	0.27%	67

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

Evergreen Wealth Solutions's JPLD Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 98,702 shares worth $5.14M. The stake represents 0.27% of the portfolio and ranks #67 among its holdings.

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

Evergreen Wealth Solutions held 98,702 shares of JPMorgan Limited Duration Bond ETF worth $5.14M as of Q2 2026.
JPMorgan Limited Duration Bond ETF was a new Evergreen Wealth Solutions position in Q2 2026.
JPMorgan Limited Duration Bond ETF made up 0.27% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #67 holding.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.