VF
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Vawter Financial’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Vawter Financial’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 		$678K Buy
12,991
+94
+0.7% +$4.9K 0.26% 53
2026
Q1 		$673K Buy
12,897
+1,512
+13% +$79.3K 0.28% 49
2025
Q4 		$596K Buy
11,385
+6,596
+138% +$346K 0.25% 55
2025
Q3 		$251K Buy
+4,789
New +$250K 0.11% 98
2025
Q2 		– Sell
-4,800
Closed -$250K – 67
2025
Q1 		$250K Buy
+4,800
New +$248K 0.14% 84

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Vawter Financial's JPLD Position: Q2 2026 in Review

Vawter Financial increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 0.73% in Q2 2026, buying an estimated $4.9K and bringing the position to 12,991 shares worth $678K. The position accounts for 0.26% of the portfolio, ranked #53.

Vawter Financial first reported a position in JPLD in Q1 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Vawter Financial held 12,991 shares of JPMorgan Limited Duration Bond ETF worth $678K as of Q2 2026.
  • Vawter Financial bought 94 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $4.9K.
  • JPMorgan Limited Duration Bond ETF made up 0.26% of Vawter Financial's portfolio in Q2 2026, its #53 holding.
  • Vawter Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.