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Kraft Davis & Associates’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Kraft Davis & Associates’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 		$12.3M Buy
238,671
+62,792
+36% +$3.26M 2.59% 13
2026
Q2 		$9.14M Buy
175,879
+131,605
+297% +$6.86M 1.91% 19
2026
Q1 		$2.32M Buy
+44,274
New +$2.32M 0.49% 43

Other funds holding JPLD

MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return
Juno Financial Group
Juno Financial Group Richmond, Virginia $286M AUM 12.79% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Kraft Davis & Associates's JPLD Position: Q3 2026 in Review

Kraft Davis & Associates increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 36% in Q3 2026, buying an estimated $3.26M and bringing the position to 238,671 shares worth $12.3M. The position accounts for 2.59% of the portfolio, ranked #13.

Kraft Davis & Associates first reported a position in JPLD in Q1 2026 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Kraft Davis & Associates held 238,671 shares of JPMorgan Limited Duration Bond ETF worth $12.3M as of Q3 2026.
  • Kraft Davis & Associates bought 62,792 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $3.26M.
  • JPMorgan Limited Duration Bond ETF made up 2.59% of Kraft Davis & Associates's portfolio in Q3 2026, its #13 holding.
  • Kraft Davis & Associates first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Kraft Davis & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.