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McHugh Group’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

McHugh Group’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 		$257K Hold
5,000
– – 0.13% 76
2026
Q2 		$261K Buy
+5,000
New +$261K 0.13% 74

Other funds holding JPLD

MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return
Juno Financial Group
Juno Financial Group Richmond, Virginia $286M AUM 12.79% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

McHugh Group's JPLD Position: Q3 2026 in Review

McHugh Group held its JPMorgan Limited Duration Bond ETF (JPLD) position steady in Q3 2026 at 5,000 shares worth $257K. The position accounts for 0.13% of the portfolio, ranked #76.

McHugh Group first reported a position in JPLD in Q2 2026 and has held it in 2 quarters since. The position peaked at $261K in Q2 2026. 54 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • McHugh Group held 5,000 shares of JPMorgan Limited Duration Bond ETF worth $257K as of Q3 2026.
  • McHugh Group left its JPMorgan Limited Duration Bond ETF share count unchanged in Q3 2026.
  • JPMorgan Limited Duration Bond ETF made up 0.13% of McHugh Group's portfolio in Q3 2026, its #76 holding.
  • McHugh Group first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • McHugh Group's JPMorgan Limited Duration Bond ETF position peaked at $261K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.