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Mountain Capital Investment Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Mountain Capital Investment 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
2024
Q4 		– Sell
-36,974
Closed -$1.9M – 65
2024
Q3 		$1.9M Buy
+36,974
New +$1.91M 0.42% 13

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mountain Capital Investment Advisors's JPLD Position: Q4 2024 in Review

Mountain Capital Investment Advisors sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q4 2024, closing a stake of 36,974 shares — an estimated $1.9M sold.

Mountain Capital Investment Advisors first reported a position in JPLD in Q3 2024 and held it in 1 quarter. The position peaked at $1.9M in Q3 2024. 75 funds tracked by Wall St. Rank hold JPLD as of Q4 2024.

  • Mountain Capital Investment Advisors reported no remaining JPMorgan Limited Duration Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 36,974 JPMorgan Limited Duration Bond ETF shares in Q4 2024, an estimated $1.9M.
  • Mountain Capital Investment Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's JPMorgan Limited Duration Bond ETF position peaked at $1.9M in Q3 2024.
  • 75 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q4 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.