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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
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

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

IRON Financial's JPLD Position: Q2 2026 in Review

IRON Financial increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 1.4% in Q2 2026, buying an estimated $19.2K and bringing the position to 26,202 shares worth $1.37M. The position accounts for 0.56% of the portfolio, ranked #39.

IRON Financial first reported a position in JPLD in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • IRON Financial held 26,202 shares of JPMorgan Limited Duration Bond ETF worth $1.37M as of Q2 2026.
  • IRON Financial bought 368 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $19.2K.
  • JPMorgan Limited Duration Bond ETF made up 0.56% of IRON Financial's portfolio in Q2 2026, its #39 holding.
  • IRON Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.