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Sound Income Strategies’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Sound Income Strategies’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 		– Sell
-1,424
Closed -$74.1K – 1485
2026
Q1 		$74.1K Buy
+1,424
New +$74.7K ﹤0.01% 696

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
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Sound Income Strategies's JPLD Position: Q2 2026 in Review

Sound Income Strategies sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026, closing a stake of 1,424 shares — an estimated $74.1K sold.

Sound Income Strategies first reported a position in JPLD in Q1 2026 and held it in 1 quarter. The position peaked at $74.1K in Q1 2026. 47 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Sound Income Strategies reported no remaining JPMorgan Limited Duration Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,424 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $74.1K.
  • Sound Income Strategies first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's JPMorgan Limited Duration Bond ETF position peaked at $74.1K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.