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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
Q3 		$1.08M Buy
21,075
+4,605
+28% +$239K 0.08% 125
2026
Q2 		$860K Buy
+16,470
New +$859K 0.06% 148

Other funds holding JPLD

SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Galvin Gaustad & Stein's JPLD Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 28% in Q3 2026, buying an estimated $239K and bringing the position to 21,075 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #125.

Galvin Gaustad & Stein first reported a position in JPLD in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Galvin Gaustad & Stein held 21,075 shares of JPMorgan Limited Duration Bond ETF worth $1.08M as of Q3 2026.
  • Galvin Gaustad & Stein bought 4,605 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $239K.
  • JPMorgan Limited Duration Bond ETF made up 0.08% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #125 holding.
  • Galvin Gaustad & Stein first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.