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 Q3	$2.54M	Sell	49,366 -6,654	-12%	-$345K	1.54%	14
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

MWC

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Nautilus Advisors's JPLD Position: Q3 2026 in Review

Nautilus Advisors reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 12% in Q3 2026, selling an estimated $345K and leaving 49,366 shares worth $2.54M. The position accounts for 1.54% of the portfolio, ranked #14.

Nautilus Advisors first reported a position in JPLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.55M in Q4 2025. 31 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

Nautilus Advisors held 49,366 shares of JPMorgan Limited Duration Bond ETF worth $2.54M as of Q3 2026.
Nautilus Advisors sold 6,654 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $345K.
JPMorgan Limited Duration Bond ETF made up 1.54% of Nautilus Advisors's portfolio in Q3 2026, its #14 holding.
Nautilus Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 7 quarters since.
Nautilus Advisors's JPMorgan Limited Duration Bond ETF position peaked at $3.55M in Q4 2025.
31 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.