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

IMA Advisory Services’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	$88.7K	Buy	+1,700	New	+$88.6K	0.01%	436

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 29.2% 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

IMA Advisory Services's JPLD Position: Q2 2026 in Review

IMA Advisory Services opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 1,700 shares worth $88.7K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings.

161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

IMA Advisory Services held 1,700 shares of JPMorgan Limited Duration Bond ETF worth $88.7K as of Q2 2026.
JPMorgan Limited Duration Bond ETF was a new IMA Advisory Services position in Q2 2026.
JPMorgan Limited Duration Bond ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #436 holding.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.