Synergy Asset Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Synergy Asset Management’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	-20,967	Closed	-$1.09M	–	303
2026 Q1	$1.09M	Buy	+20,967	New	+$1.1M	0.12%	111
2025 Q1	–	Sell	-25,689	Closed	-$1.33M	–	485
2024 Q4	$1.33M	Buy	25,689 +7,599	+42%	+$393K	0.1%	105
2024 Q3	$943K	Buy	+18,090	New	+$935K	0.14%	81

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Synergy Asset Management's JPLD Position: Q2 2026 in Review

Synergy Asset Management sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026, closing a stake of 20,967 shares — an estimated $1.09M sold.

Synergy Asset Management first reported a position in JPLD in Q3 2024 and held it in 3 quarters. The position peaked at $1.33M in Q4 2024. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Synergy Asset Management reported no remaining JPMorgan Limited Duration Bond ETF position as of Q2 2026 after selling out during the quarter.
Synergy Asset Management sold 20,967 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $1.09M.
Synergy Asset Management first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and held it in 3 quarters.
Synergy Asset Management's JPMorgan Limited Duration Bond ETF position peaked at $1.33M in Q4 2024.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.