MWM
JPLD icon

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

MBE Wealth Management’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
2025
Q3 		– Sell
-8,653
Closed -$452K – 142
2025
Q2 		$452K Buy
+8,653
New +$448K 0.2% 66

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MBE Wealth Management's JPLD Position: Q3 2025 in Review

MBE Wealth Management sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q3 2025, closing a stake of 8,653 shares — an estimated $452K sold.

MBE Wealth Management first reported a position in JPLD in Q2 2025 and held it in 1 quarter. The position peaked at $452K in Q2 2025. 98 funds tracked by Wall St. Rank hold JPLD as of Q3 2025.

  • MBE Wealth Management reported no remaining JPMorgan Limited Duration Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MBE Wealth Management sold 8,653 JPMorgan Limited Duration Bond ETF shares in Q3 2025, an estimated $452K.
  • MBE Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and held it in 1 quarter.
  • MBE Wealth Management's JPMorgan Limited Duration Bond ETF position peaked at $452K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2025.

Based on MBE Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.