GSB Wealth Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

GSB Wealth Management’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	$3.95M	Buy	75,720 +5,237	+7%	+$273K	0.79%	39
2026 Q1	$3.68M	Sell	70,483 -45,068	-39%	-$2.36M	0.83%	36
2025 Q4	$6.05M	Buy	115,551 +6,261	+6%	+$328K	1.37%	17
2025 Q3	$5.73M	Buy	109,290 +27,961	+34%	+$1.46M	1.3%	18
2025 Q2	$4.25M	Buy	81,329 +19,621	+32%	+$1.02M	1.04%	24
2025 Q1	$3.21M	Buy	61,708 +38,346	+164%	+$1.98M	0.84%	38
2024 Q4	$1.2M	Buy	+23,362	New	+$1.21M	0.31%	96

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

GSB Wealth Management's JPLD Position: Q2 2026 in Review

GSB Wealth Management increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 7.4% in Q2 2026, buying an estimated $273K and bringing the position to 75,720 shares worth $3.95M. The position accounts for 0.79% of the portfolio, ranked #39.

GSB Wealth Management first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.05M in Q4 2025. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

GSB Wealth Management held 75,720 shares of JPMorgan Limited Duration Bond ETF worth $3.95M as of Q2 2026.
GSB Wealth Management bought 5,237 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $273K.
JPMorgan Limited Duration Bond ETF made up 0.79% of GSB Wealth Management's portfolio in Q2 2026, its #39 holding.
GSB Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
GSB Wealth Management's JPMorgan Limited Duration Bond ETF position peaked at $6.05M in Q4 2025.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.