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

FRG Family 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
2025
Q1 		– Sell
-5,800
Closed -$299K – 146
2024
Q4 		$299K Hold
5,800
– – 0.05% 130
2024
Q3 		$302K Buy
+5,800
New +$300K 0.05% 130

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FRG Family Wealth Advisors's JPLD Position: Q1 2025 in Review

FRG Family Wealth Advisors sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q1 2025, closing a stake of 5,800 shares — an estimated $299K sold.

FRG Family Wealth Advisors first reported a position in JPLD in Q3 2024 and held it in 2 quarters. The position peaked at $302K in Q3 2024. 79 funds tracked by Wall St. Rank hold JPLD as of Q1 2025.

  • FRG Family Wealth Advisors reported no remaining JPMorgan Limited Duration Bond ETF position as of Q1 2025 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 5,800 JPMorgan Limited Duration Bond ETF shares in Q1 2025, an estimated $299K.
  • FRG Family Wealth Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and held it in 2 quarters.
  • FRG Family Wealth Advisors's JPMorgan Limited Duration Bond ETF position peaked at $302K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2025.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.