Intellus Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Intellus Advisors’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	$12.7M	Buy	244,244 +10,798	+5%	+$563K	1.55%	23
2026 Q1	$12.2M	Buy	233,446 +15,313	+7%	+$803K	1.66%	22
2025 Q4	$11.4M	Buy	218,133 +8,784	+4%	+$460K	1.51%	23
2025 Q3	$11M	Buy	209,349 +7,375	+4%	+$385K	1.5%	22
2025 Q2	$10.5M	Buy	201,974 +3,192	+2%	+$165K	1.57%	23
2025 Q1	$10.3M	Buy	198,782 +6,589	+3%	+$341K	1.81%	22
2024 Q4	$9.9M	Buy	+192,193	New	+$9.93M	1.71%	24

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

Intellus Advisors's JPLD Position: Q2 2026 in Review

Intellus Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 4.6% in Q2 2026, buying an estimated $563K and bringing the position to 244,244 shares worth $12.7M. The position accounts for 1.55% of the portfolio, ranked #23.

Intellus Advisors first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Intellus Advisors held 244,244 shares of JPMorgan Limited Duration Bond ETF worth $12.7M as of Q2 2026.
Intellus Advisors bought 10,798 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $563K.
JPMorgan Limited Duration Bond ETF made up 1.55% of Intellus Advisors's portfolio in Q2 2026, its #23 holding.
Intellus Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.