Flagship Wealth Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Flagship Wealth 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	$63.4K	Sell	1,214 -114	-9%	-$5.94K	0.01%	250
2026 Q1	$69.4K	Sell	1,328 -284	-18%	-$14.9K	0.03%	169
2025 Q4	$84.4K	Sell	1,612 -114	-7%	-$5.98K	0.02%	178
2025 Q3	$90.6K	Hold	1,726	–	–	0.03%	173
2025 Q2	$90.1K	Hold	1,726	–	–	0.03%	164
2025 Q1	$89.8K	Sell	1,726 -354	-17%	-$18.3K	0.04%	158
2024 Q4	$107K	Buy	+2,080	New	+$107K	0.06%	130

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 29.18% 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

Flagship Wealth Advisors's JPLD Position: Q2 2026 in Review

Flagship Wealth Advisors reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 8.6% in Q2 2026, selling an estimated $5.94K and leaving 1,214 shares worth $63.4K. The position accounts for 0.01% of the portfolio, ranked #250.

Flagship Wealth Advisors first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $107K in Q4 2024. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Flagship Wealth Advisors held 1,214 shares of JPMorgan Limited Duration Bond ETF worth $63.4K as of Q2 2026.
Flagship Wealth Advisors sold 114 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $5.94K.
JPMorgan Limited Duration Bond ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #250 holding.
Flagship Wealth Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's JPMorgan Limited Duration Bond ETF position peaked at $107K in Q4 2024.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.