MAG
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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

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 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. 63 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.
  • 63 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.