Trellis Wealth Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Trellis Wealth Advisors’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	$514K	Buy	+9,841	New	+$513K	0.18%	34

Other funds holding JPLD

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

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

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

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

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

Trellis Wealth Advisors's JPLD Position: Q2 2026 in Review

Trellis Wealth Advisors opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 9,841 shares worth $514K. The stake represents 0.18% of the portfolio and ranks #34 among its holdings.

20 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Trellis Wealth Advisors held 9,841 shares of JPMorgan Limited Duration Bond ETF worth $514K as of Q2 2026.
JPMorgan Limited Duration Bond ETF was a new Trellis Wealth Advisors position in Q2 2026.
JPMorgan Limited Duration Bond ETF made up 0.18% of Trellis Wealth Advisors's portfolio in Q2 2026, its #34 holding.
20 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.