Swisher Financial Concepts’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Swisher Financial Concepts’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
2025 Q3	–	Sell	-5,592	Closed	-$292K	–	92
2025 Q2	$292K	Sell	5,592 -424	-7%	-$22K	0.19%	72
2025 Q1	$313K	Buy	6,016 +289	+5%	+$15K	0.26%	52
2024 Q4	$295K	Sell	5,727 -6,796	-54%	-$351K	0.35%	44
2024 Q3	$650K	Sell	12,523 -35,206	-74%	-$1.82M	0.41%	40
2024 Q2	$2.43M	Buy	47,729 +654	+1%	+$33.3K	2.47%	11
2024 Q1	$2.38M	Sell	47,075 -1,285	-3%	-$65.2K	2.07%	15
2023 Q4	$2.45M	Buy	+48,360	New	+$2.42M	2.36%	14

Other funds holding JPLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWC

MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Swisher Financial Concepts's JPLD Position: Q3 2025 in Review

Swisher Financial Concepts sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q3 2025, closing a stake of 5,592 shares — an estimated $292K sold.

Swisher Financial Concepts first reported a position in JPLD in Q4 2023 and held it in 7 quarters. The position peaked at $2.45M in Q4 2023. 98 funds tracked by Wall St. Rank hold JPLD as of Q3 2025.

Swisher Financial Concepts reported no remaining JPMorgan Limited Duration Bond ETF position as of Q3 2025 after selling out during the quarter.
Swisher Financial Concepts sold 5,592 JPMorgan Limited Duration Bond ETF shares in Q3 2025, an estimated $292K.
Swisher Financial Concepts first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2023 and held it in 7 quarters.
Swisher Financial Concepts's JPMorgan Limited Duration Bond ETF position peaked at $2.45M in Q4 2023.
98 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2025.

Based on Swisher Financial Concepts's 13F filing for Q3 2025, filed 20 Oct 2025.