KWB Wealth’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

KWB Wealth’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	$878K	Buy	17,076 +433	+3%	+$22.5K	0.08%	96
2026 Q2	$869K	Buy	16,643 +4,500	+37%	+$235K	0.07%	89
2026 Q1	$636K	Sell	12,143 -8	-0.1%	-$419	0.06%	85
2025 Q4	$636K	Buy	12,151 +5,835	+92%	+$306K	0.06%	92
2025 Q3	$330K	Buy	6,316 +772	+14%	+$40.3K	0.04%	110
2025 Q2	$288K	Buy	5,544 +1,494	+37%	+$77.4K	0.04%	127
2025 Q1	$209K	Buy	4,050 +64	+2%	+$3.31K	0.03%	145
2024 Q4	$208K	Sell	3,986 -213	-5%	-$11K	0.03%	138
2024 Q3	$215K	Buy	4,199 +23	+0.6%	+$1.19K	0.03%	125
2024 Q2	$213K	Hold	4,176	–	–	0.03%	126
2024 Q1	$213K	Buy	+4,176	New	+$212K	0.03%	126

Other funds holding JPLD

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

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

CWA

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

KWB Wealth's JPLD Position: Q3 2026 in Review

KWB Wealth increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 2.6% in Q3 2026, buying an estimated $22.5K and bringing the position to 17,076 shares worth $878K. The position accounts for 0.08% of the portfolio, ranked #96.

KWB Wealth first reported a position in JPLD in Q1 2024 and has held it in 11 quarters since. 22 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

KWB Wealth held 17,076 shares of JPMorgan Limited Duration Bond ETF worth $878K as of Q3 2026.
KWB Wealth bought 433 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $22.5K.
JPMorgan Limited Duration Bond ETF made up 0.08% of KWB Wealth's portfolio in Q3 2026, its #96 holding.
KWB Wealth first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and has held it in 11 quarters since.
22 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.