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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
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

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Scott Capital Advisors's JPLD Position: Q2 2026 in Review

Scott Capital Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 721% in Q2 2026, buying an estimated $14.7M and bringing the position to 321,805 shares worth $16.8M. The position accounts for 2.63% of the portfolio, ranked #14.

Scott Capital Advisors first reported a position in JPLD in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Scott Capital Advisors held 321,805 shares of JPMorgan Limited Duration Bond ETF worth $16.8M as of Q2 2026.
  • Scott Capital Advisors bought 282,602 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $14.7M.
  • JPMorgan Limited Duration Bond ETF made up 2.63% of Scott Capital Advisors's portfolio in Q2 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 2 quarters since.
  • 40 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.