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

PFG 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	$491K	Buy	9,548 +102	+1%	+$5.29K	0.03%	537
2026 Q2	$493K	Buy	9,446 +328	+4%	+$17.1K	0.02%	537
2026 Q1	$476K	Hold	9,118	–	–	0.02%	554
2025 Q4	$477K	Hold	9,118	–	–	0.02%	540
2025 Q3	$478K	Hold	9,118	–	–	0.02%	574
2025 Q2	$476K	Hold	9,118	–	–	0.02%	438
2025 Q1	$474K	Hold	9,118	–	–	0.03%	489
2024 Q4	$470K	Hold	9,118	–	–	0.03%	475
2024 Q3	$476K	Hold	9,118	–	–	0.03%	456
2024 Q2	$467K	Hold	9,118	–	–	0.03%	437
2024 Q1	$464K	Buy	+9,118	New	+$463K	0.03%	411

Other funds holding JPLD

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

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

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

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

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return

Juno Financial Group Richmond, Virginia $286M AUM 12.79% 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

PFG Advisors's JPLD Position: Q3 2026 in Review

PFG Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 1.1% in Q3 2026, buying an estimated $5.29K and bringing the position to 9,548 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #537.

PFG Advisors first reported a position in JPLD in Q1 2024 and has held it in 11 quarters since. The position peaked at $493K in Q2 2026. 46 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

PFG Advisors held 9,548 shares of JPMorgan Limited Duration Bond ETF worth $491K as of Q3 2026.
PFG Advisors bought 102 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $5.29K.
JPMorgan Limited Duration Bond ETF made up 0.03% of PFG Advisors's portfolio in Q3 2026, its #537 holding.
PFG Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and has held it in 11 quarters since.
PFG Advisors's JPMorgan Limited Duration Bond ETF position peaked at $493K in Q2 2026.
46 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.