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

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

Nautilus Advisors's JPLD Position: Q2 2026 in Review

Nautilus Advisors reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 8.9% in Q2 2026, selling an estimated $285K and leaving 56,020 shares worth $2.91M. The position accounts for 1.72% of the portfolio, ranked #10.

Nautilus Advisors first reported a position in JPLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.55M in Q4 2025. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Nautilus Advisors held 56,020 shares of JPMorgan Limited Duration Bond ETF worth $2.91M as of Q2 2026.
Nautilus Advisors sold 5,471 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $285K.
JPMorgan Limited Duration Bond ETF made up 1.72% of Nautilus Advisors's portfolio in Q2 2026, its #10 holding.
Nautilus Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 6 quarters since.
Nautilus Advisors's JPMorgan Limited Duration Bond ETF position peaked at $3.55M in Q4 2025.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.