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

Nautilus 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	$2.91M	Sell	56,020 -5,471	-9%	-$285K	1.72%	10
2026 Q1	$3.21M	Sell	61,491 -6,394	-9%	-$335K	2.2%	7
2025 Q4	$3.55M	Buy	67,885 +19,254	+40%	+$1.01M	2.32%	6
2025 Q3	$2.55M	Buy	48,631 +9,835	+25%	+$514K	1.72%	10
2025 Q2	$2.03M	Buy	38,796 +18,298	+89%	+$948K	1.49%	12
2025 Q1	$1.07M	Buy	+20,498	New	+$1.06M	0.88%	30

Other funds holding JPLD

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return