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 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

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

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

TCP Asset Management reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 41% in Q2 2026, selling an estimated $881K and leaving 24,151 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #50.

TCP Asset Management first reported a position in JPLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.73M in Q4 2025. 20 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

TCP Asset Management held 24,151 shares of JPMorgan Limited Duration Bond ETF worth $1.26M as of Q2 2026.
TCP Asset Management sold 16,894 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $881K.
JPMorgan Limited Duration Bond ETF made up 0.14% of TCP Asset Management's portfolio in Q2 2026, its #50 holding.
TCP Asset Management first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2025 and has held it in 4 quarters since.
TCP Asset Management's JPMorgan Limited Duration Bond ETF position peaked at $2.73M in Q4 2025.
20 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.