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

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 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. 20 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.
20 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.