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

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

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. 162 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.
162 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.