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

Members Advisory 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 Q2	$4.25M	Sell	81,398 -3,295	-4%	-$172K	1.19%	22
2026 Q1	$4.42M	Buy	84,693 +14,065	+20%	+$738K	1.52%	19
2025 Q4	$3.7M	Buy	70,628 +6,614	+10%	+$347K	1.39%	19
2025 Q3	$3.36M	Buy	64,014 +2,875	+5%	+$150K	1.19%	23
2025 Q2	$3.19M	Sell	61,139 -1,280	-2%	-$66.3K	1.2%	23
2025 Q1	$3.25M	Buy	62,419 +2,191	+4%	+$113K	1.36%	21
2024 Q4	$3.1M	Buy	+60,228	New	+$3.11M	1.27%	20

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 29.18% 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

Members Advisory Group's JPLD Position: Q2 2026 in Review

Members Advisory Group reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 3.9% in Q2 2026, selling an estimated $172K and leaving 81,398 shares worth $4.25M. The position accounts for 1.19% of the portfolio, ranked #22.

Members Advisory Group first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.42M in Q1 2026. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Members Advisory Group held 81,398 shares of JPMorgan Limited Duration Bond ETF worth $4.25M as of Q2 2026.
Members Advisory Group sold 3,295 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $172K.
JPMorgan Limited Duration Bond ETF made up 1.19% of Members Advisory Group's portfolio in Q2 2026, its #22 holding.
Members Advisory Group first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
Members Advisory Group's JPMorgan Limited Duration Bond ETF position peaked at $4.42M in Q1 2026.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Members Advisory Group's 13F filing for Q2 2026, filed 15 Jul 2026.