Perigon Wealth Management
JPLD icon

Perigon Wealth Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Perigon Wealth Management’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 		$221K Sell
4,293
-500
-10% -$25.9K ﹤0.01% 1329
2026
Q2 		$250K Sell
4,793
-524
-10% -$27.3K ﹤0.01% 1233
2026
Q1 		$278K Buy
+5,317
New +$279K 0.01% 1050

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Scott Capital Advisors
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Choice Wealth Advisors
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KDA
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FWM
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Stonebridge Financial Group (Pennsylvania)
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BC
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Cedar Mountain Advisors
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Perigon Wealth Management's JPLD Position: Q3 2026 in Review

Perigon Wealth Management reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 10% in Q3 2026, selling an estimated $25.9K and leaving 4,293 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Perigon Wealth Management first reported a position in JPLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $278K in Q1 2026. 41 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Perigon Wealth Management held 4,293 shares of JPMorgan Limited Duration Bond ETF worth $221K as of Q3 2026.
  • Perigon Wealth Management sold 500 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $25.9K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1329 holding.
  • Perigon Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Perigon Wealth Management's JPMorgan Limited Duration Bond ETF position peaked at $278K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.