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McLean Asset Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

McLean Asset 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
-4,992
Closed -$260K – 172
2025
Q2 		$260K Buy
+4,992
New +$259K 0.07% 140

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MMA
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SC
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Bank of America
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MWC
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

McLean Asset Management's JPLD Position: Q3 2025 in Review

McLean Asset Management sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q3 2025, closing a stake of 4,992 shares — an estimated $260K sold.

McLean Asset Management first reported a position in JPLD in Q2 2025 and held it in 1 quarter. The position peaked at $260K in Q2 2025. 98 funds tracked by Wall St. Rank hold JPLD as of Q3 2025.

  • McLean Asset Management reported no remaining JPMorgan Limited Duration Bond ETF position as of Q3 2025 after selling out during the quarter.
  • McLean Asset Management sold 4,992 JPMorgan Limited Duration Bond ETF shares in Q3 2025, an estimated $260K.
  • McLean Asset Management first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and held it in 1 quarter.
  • McLean Asset Management's JPMorgan Limited Duration Bond ETF position peaked at $260K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2025.

Based on McLean Asset Management's 13F filing for Q3 2025, filed 7 Oct 2025.