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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
Q2 		$1.2M Buy
22,960
+4,558
+25% +$238K 0.32% 82
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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Hazlett, Burt & Watson's JPLD Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 25% in Q2 2026, buying an estimated $238K and bringing the position to 22,960 shares worth $1.2M. The position accounts for 0.32% of the portfolio, ranked #82.

Hazlett, Burt & Watson first reported a position in JPLD in Q2 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Hazlett, Burt & Watson held 22,960 shares of JPMorgan Limited Duration Bond ETF worth $1.2M as of Q2 2026.
  • Hazlett, Burt & Watson bought 4,558 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $238K.
  • JPMorgan Limited Duration Bond ETF made up 0.32% of Hazlett, Burt & Watson's portfolio in Q2 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 5 quarters since.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.