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

MBM Wealth Consultants’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	$26.8M	Buy	513,387 +174,314	+51%	+$9.09M	5.17%	7
2026 Q1	$17.7M	Buy	339,073 +34,923	+11%	+$1.83M	4.06%	9
2025 Q4	$15.9M	Buy	304,150 +31,428	+12%	+$1.65M	3.79%	9
2025 Q3	$14.3M	Buy	272,722 +32,208	+13%	+$1.68M	3.55%	10
2025 Q2	$12.6M	Buy	240,514 +8,836	+4%	+$458K	3.36%	10
2025 Q1	$12M	Buy	231,678 +14,583	+7%	+$755K	3.56%	10
2024 Q4	$11.2M	Buy	217,095 +40,486	+23%	+$2.09M	3.33%	10
2024 Q3	$9.21M	Buy	+176,609	New	+$9.13M	2.91%	10

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return

MMA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MBM Wealth Consultants's JPLD Position: Q2 2026 in Review

MBM Wealth Consultants increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 51% in Q2 2026, buying an estimated $9.09M and bringing the position to 513,387 shares worth $26.8M. The position accounts for 5.17% of the portfolio, ranked #7.

MBM Wealth Consultants first reported a position in JPLD in Q3 2024 and has held it in 8 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

MBM Wealth Consultants held 513,387 shares of JPMorgan Limited Duration Bond ETF worth $26.8M as of Q2 2026.
MBM Wealth Consultants bought 174,314 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $9.09M.
JPMorgan Limited Duration Bond ETF made up 5.17% of MBM Wealth Consultants's portfolio in Q2 2026, its #7 holding.
MBM Wealth Consultants first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 8 quarters since.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.