MONECO Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

MONECO Advisors’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	$7.18M	Buy	137,540 +29,951	+28%	+$1.56M	0.44%	50
2026 Q1	$5.62M	Buy	107,589 +14,997	+16%	+$786K	0.44%	48
2025 Q4	$4.85M	Buy	92,592 +19,118	+26%	+$1M	0.38%	52
2025 Q3	$3.86M	Buy	73,474 +3,746	+5%	+$196K	0.32%	64
2025 Q2	$3.64M	Buy	69,728 +1,858	+3%	+$96.3K	0.34%	57
2025 Q1	$3.53M	Sell	67,870 -10,000	-13%	-$517K	0.37%	59
2024 Q4	$4.01M	Sell	77,870 -12,585	-14%	-$650K	0.42%	54
2024 Q3	$4.72M	Sell	90,455 -5,312	-6%	-$275K	0.59%	37
2024 Q2	$4.9M	Sell	95,767 -4,598	-5%	-$234K	0.72%	27
2024 Q1	$5.11M	Sell	100,365 -5,881	-6%	-$298K	0.81%	23
2023 Q4	$5.38M	Sell	106,246 -5,294	-5%	-$265K	1.02%	19
2023 Q3	$5.57M	Buy	+111,540	New	+$5.57M	1.51%	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 29.18% 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

MONECO Advisors's JPLD Position: Q2 2026 in Review

MONECO Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 28% in Q2 2026, buying an estimated $1.56M and bringing the position to 137,540 shares worth $7.18M. The position accounts for 0.44% of the portfolio, ranked #50.

MONECO Advisors first reported a position in JPLD in Q3 2023 and has held it in 12 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

MONECO Advisors held 137,540 shares of JPMorgan Limited Duration Bond ETF worth $7.18M as of Q2 2026.
MONECO Advisors bought 29,951 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $1.56M.
JPMorgan Limited Duration Bond ETF made up 0.44% of MONECO Advisors's portfolio in Q2 2026, its #50 holding.
MONECO Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 12 quarters since.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.