IRON Financial’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

IRON Financial’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 Q3	$1.35M	Buy	26,338 +136	+0.5%	+$7.05K	0.56%	37
2026 Q2	$1.37M	Buy	26,202 +368	+1%	+$19.2K	0.56%	39
2026 Q1	$1.35M	Buy	+25,834	New	+$1.35M	0.59%	35

Other funds holding JPLD

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return

Juno Financial Group Richmond, Virginia $286M AUM 12.79% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

IRON Financial's JPLD Position: Q3 2026 in Review

IRON Financial increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 0.52% in Q3 2026, buying an estimated $7.05K and bringing the position to 26,338 shares worth $1.35M. The position accounts for 0.56% of the portfolio, ranked #37.

IRON Financial first reported a position in JPLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.37M in Q2 2026. 55 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

IRON Financial held 26,338 shares of JPMorgan Limited Duration Bond ETF worth $1.35M as of Q3 2026.
IRON Financial bought 136 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $7.05K.
JPMorgan Limited Duration Bond ETF made up 0.56% of IRON Financial's portfolio in Q3 2026, its #37 holding.
IRON Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and has held it in 3 quarters since.
IRON Financial's JPMorgan Limited Duration Bond ETF position peaked at $1.37M in Q2 2026.
55 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.