FFA
JPLD icon

Farther Finance Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Farther Finance 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 		$30.3K Hold
590
– – ﹤0.01% 3825
2026
Q2 		$30.8K Buy
+590
New +$30.8K ﹤0.01% 3640
2026
Q1 		– Sell
-104,553
Closed -$5.47M – 5830
2025
Q4 		$5.47M Buy
+104,553
New +$5.48M 0.06% 288
2025
Q2 		– Sell
-3,000
Closed -$156K – 4584
2025
Q1 		$156K Buy
+3,000
New +$155K ﹤0.01% 1329

Other funds holding JPLD

SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's JPLD Position: Q3 2026 in Review

Farther Finance Advisors held its JPMorgan Limited Duration Bond ETF (JPLD) position steady in Q3 2026 at 590 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3825.

Farther Finance Advisors first reported a position in JPLD in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.47M in Q4 2025. 10 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Farther Finance Advisors held 590 shares of JPMorgan Limited Duration Bond ETF worth $30.3K as of Q3 2026.
  • Farther Finance Advisors left its JPMorgan Limited Duration Bond ETF share count unchanged in Q3 2026.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3825 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's JPMorgan Limited Duration Bond ETF position peaked at $5.47M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.