Galvin Gaustad & Stein’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Galvin Gaustad & Stein’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	$860K	Buy	+16,470	New	+$859K	0.06%	148

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 29.2% 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

Galvin Gaustad & Stein's JPLD Position: Q2 2026 in Review

Galvin Gaustad & Stein opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 16,470 shares worth $860K. The stake represents 0.06% of the portfolio and ranks #148 among its holdings.

161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Galvin Gaustad & Stein held 16,470 shares of JPMorgan Limited Duration Bond ETF worth $860K as of Q2 2026.
JPMorgan Limited Duration Bond ETF was a new Galvin Gaustad & Stein position in Q2 2026.
JPMorgan Limited Duration Bond ETF made up 0.06% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #148 holding.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.