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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
Q3 		$3.67M Buy
71,403
+61,562
+626% +$3.19M 1.23% 13
2026
Q2 		$514K Buy
+9,841
New +$513K 0.18% 34

Other funds holding JPLD

Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Trellis Wealth Advisors's JPLD Position: Q3 2026 in Review

Trellis Wealth Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 626% in Q3 2026, buying an estimated $3.19M and bringing the position to 71,403 shares worth $3.67M. The position accounts for 1.23% of the portfolio, ranked #13.

Trellis Wealth Advisors first reported a position in JPLD in Q2 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

  • Trellis Wealth Advisors held 71,403 shares of JPMorgan Limited Duration Bond ETF worth $3.67M as of Q3 2026.
  • Trellis Wealth Advisors bought 61,562 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $3.19M.
  • JPMorgan Limited Duration Bond ETF made up 1.23% of Trellis Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • Trellis Wealth Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.