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

TCP 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 Q3	$1.19M	Sell	23,304 -847	-4%	-$43.9K	0.14%	49
2026 Q2	$1.26M	Sell	24,151 -16,894	-41%	-$881K	0.14%	50
2026 Q1	$2.14M	Sell	41,045 -11,179	-21%	-$586K	0.28%	43
2025 Q4	$2.73M	Buy	52,224 +13,108	+34%	+$687K	0.46%	28
2025 Q3	$2.05M	Buy	+39,116	New	+$2.04M	0.37%	32

Other funds holding JPLD

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

TCP Asset Management's JPLD Position: Q3 2026 in Review

TCP Asset Management reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 3.5% in Q3 2026, selling an estimated $43.9K and leaving 23,304 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #49.

TCP Asset Management first reported a position in JPLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.73M in Q4 2025. 41 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

TCP Asset Management held 23,304 shares of JPMorgan Limited Duration Bond ETF worth $1.19M as of Q3 2026.
TCP Asset Management sold 847 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $43.9K.
JPMorgan Limited Duration Bond ETF made up 0.14% of TCP Asset Management's portfolio in Q3 2026, its #49 holding.
TCP Asset Management first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2025 and has held it in 5 quarters since.
TCP Asset Management's JPMorgan Limited Duration Bond ETF position peaked at $2.73M in Q4 2025.
41 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on TCP Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.