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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
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 $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vawter Financial's JPLD Position: Q1 2026 in Review

Vawter Financial increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 13% in Q1 2026, buying an estimated $79.3K and bringing the position to 12,897 shares worth $673K. The position accounts for 0.28% of the portfolio, ranked #49.

Vawter Financial first reported a position in JPLD in Q1 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Vawter Financial held 12,897 shares of JPMorgan Limited Duration Bond ETF worth $673K as of Q1 2026.
  • Vawter Financial bought 1,512 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $79.3K.
  • JPMorgan Limited Duration Bond ETF made up 0.28% of Vawter Financial's portfolio in Q1 2026, its #49 holding.
  • Vawter Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.