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 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

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return