GoalVest Advisory’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

GoalVest Advisory’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	–	Sell	-595	Closed	-$31.1K	–	537
2026 Q1	$31.1K	Buy	595 +6	+1%	+$315	0.01%	274
2025 Q4	$30.8K	Buy	589 +6	+1%	+$315	0.01%	291
2025 Q3	$30.6K	Buy	583 +6	+1%	+$313	0.01%	263
2025 Q2	$30.1K	Buy	577 +6	+1%	+$311	0.01%	248
2025 Q1	$29.7K	Buy	571 +6	+1%	+$310	0.01%	216
2024 Q4	$29.1K	Buy	565 +7	+1%	+$362	0.01%	220
2024 Q3	$29.1K	Buy	558 +6	+1%	+$310	0.01%	231
2024 Q2	$28.3K	Buy	552 +6	+1%	+$305	0.01%	210
2024 Q1	$27.8K	Buy	+546	New	+$27.7K	0.01%	240

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

GoalVest Advisory's JPLD Position: Q2 2026 in Review

GoalVest Advisory sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026, closing a stake of 595 shares — an estimated $31.1K sold.

GoalVest Advisory first reported a position in JPLD in Q1 2024 and held it in 9 quarters. The position peaked at $31.1K in Q1 2026. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

GoalVest Advisory reported no remaining JPMorgan Limited Duration Bond ETF position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 595 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $31.1K.
GoalVest Advisory first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and held it in 9 quarters.
GoalVest Advisory's JPMorgan Limited Duration Bond ETF position peaked at $31.1K in Q1 2026.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.