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Hazlett, Burt & Watson’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Hazlett, Burt & Watson’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
Q1 		$962K Buy
18,402
+11,617
+171% +$609K 0.3% 82
2025
Q4 		$353K Buy
6,785
+4,267
+169% +$224K 0.11% 172
2025
Q3 		$131K Buy
2,518
+2,134
+556% +$111K 0.05% 283
2025
Q2 		$20K Buy
+384
New +$19.9K 0.01% 500

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hazlett, Burt & Watson's JPLD Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 171% in Q1 2026, buying an estimated $609K and bringing the position to 18,402 shares worth $962K. The position accounts for 0.3% of the portfolio, ranked #82.

Hazlett, Burt & Watson first reported a position in JPLD in Q2 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Hazlett, Burt & Watson held 18,402 shares of JPMorgan Limited Duration Bond ETF worth $962K as of Q1 2026.
  • Hazlett, Burt & Watson bought 11,617 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $609K.
  • JPMorgan Limited Duration Bond ETF made up 0.3% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #82 holding.
  • Hazlett, Burt & Watson first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.