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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
Q2 		$250K Sell
4,793
-524
-10% -$27.3K ﹤0.01% 1233
2026
Q1 		$278K Buy
+5,317
New +$279K 0.01% 1050

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Perigon Wealth Management's JPLD Position: Q2 2026 in Review

Perigon Wealth Management reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 9.9% in Q2 2026, selling an estimated $27.3K and leaving 4,793 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Perigon Wealth Management first reported a position in JPLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $278K in Q1 2026. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Perigon Wealth Management held 4,793 shares of JPMorgan Limited Duration Bond ETF worth $250K as of Q2 2026.
  • Perigon Wealth Management sold 524 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $27.3K.
  • JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1233 holding.
  • Perigon Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Perigon Wealth Management's JPMorgan Limited Duration Bond ETF position peaked at $278K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.