Lakeside Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Lakeside Advisors’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	$548K	Buy	+10,500	New	+$547K	0.35%	47

Other funds holding JPLD

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

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

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 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

HighTower Advisors

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lakeside Advisors's JPLD Position: Q2 2026 in Review

Lakeside Advisors opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 10,500 shares worth $548K. The stake represents 0.35% of the portfolio and ranks #47 among its holdings.

86 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Lakeside Advisors held 10,500 shares of JPMorgan Limited Duration Bond ETF worth $548K as of Q2 2026.
JPMorgan Limited Duration Bond ETF was a new Lakeside Advisors position in Q2 2026.
JPMorgan Limited Duration Bond ETF made up 0.35% of Lakeside Advisors's portfolio in Q2 2026, its #47 holding.
86 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.