FWM
JPLD icon

FMA Wealth Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

FMA Wealth Management’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 		$12.2M Sell
233,539
-4,162
-2% -$217K 7.8% 4
2026
Q1 		$12.4M Buy
237,701
+1,545
+0.7% +$81K 8.25% 4
2025
Q4 		$12.4M Sell
236,156
-595
-0.3% -$31.2K 8.01% 5
2025
Q3 		$12.4M Buy
236,751
+3,927
+2% +$205K 8.53% 5
2025
Q2 		$12.2M Buy
232,824
+2,525
+1% +$131K 9% 4
2025
Q1 		$12M Buy
230,299
+361
+0.2% +$18.7K 9.21% 4
2024
Q4 		$11.8M Buy
229,938
+2,040
+0.9% +$105K 8.82% 4
2024
Q3 		$11.9M Buy
+227,898
New +$11.8M 8.62% 4

Other funds holding JPLD

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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

FMA Wealth Management's JPLD Position: Q2 2026 in Review

FMA Wealth Management reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 1.8% in Q2 2026, selling an estimated $217K and leaving 233,539 shares worth $12.2M. The position accounts for 7.8% of the portfolio, ranked #4.

FMA Wealth Management first reported a position in JPLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.4M in Q3 2025. 20 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • FMA Wealth Management held 233,539 shares of JPMorgan Limited Duration Bond ETF worth $12.2M as of Q2 2026.
  • FMA Wealth Management sold 4,162 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $217K.
  • JPMorgan Limited Duration Bond ETF made up 7.8% of FMA Wealth Management's portfolio in Q2 2026, its #4 holding.
  • FMA Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • FMA Wealth Management's JPMorgan Limited Duration Bond ETF position peaked at $12.4M in Q3 2025.
  • 20 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.