Scott Capital Advisors
JPLD icon

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

Scott Capital 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 		$17.9M Buy
349,091
+27,286
+8% +$1.42M 2.57% 14
2026
Q2 		$16.8M Buy
321,805
+282,602
+721% +$14.7M 2.63% 14
2026
Q1 		$2.04M Buy
+39,203
New +$2.06M 0.41% 25

Other funds holding JPLD

MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return
Choice Wealth Advisors
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
Juno Financial Group Richmond, Virginia $286M AUM 12.79% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Scott Capital Advisors's JPLD Position: Q3 2026 in Review

Scott Capital Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 8.5% in Q3 2026, buying an estimated $1.42M and bringing the position to 349,091 shares worth $17.9M. The position accounts for 2.57% of the portfolio, ranked #14.

Scott Capital Advisors first reported a position in JPLD in Q1 2026 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Scott Capital Advisors held 349,091 shares of JPMorgan Limited Duration Bond ETF worth $17.9M as of Q3 2026.
  • Scott Capital Advisors bought 27,286 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $1.42M.
  • JPMorgan Limited Duration Bond ETF made up 2.57% of Scott Capital Advisors's portfolio in Q3 2026, its #14 holding.
  • Scott Capital Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.