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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
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

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Farther Finance Advisors's JPLD Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 590 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #3640 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in JPLD as recently as Q4 2025.

Farther Finance Advisors first reported a position in JPLD in Q1 2025 and has held it in 3 quarters since. The position peaked at $5.47M in Q4 2025. 40 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Farther Finance Advisors held 590 shares of JPMorgan Limited Duration Bond ETF worth $30.8K as of Q2 2026.
  • JPMorgan Limited Duration Bond ETF was a new Farther Finance Advisors position in Q2 2026.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3640 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Farther Finance Advisors's JPMorgan Limited Duration Bond ETF position peaked at $5.47M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.