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 Q3	$669K	Buy	13,011 +20	+0.2%	+$1.04K	0.25%	52
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 New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $375M AUM 10.6% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Vawter Financial's JPLD Position: Q3 2026 in Review

Vawter Financial increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 0.15% in Q3 2026, buying an estimated $1.04K and bringing the position to 13,011 shares worth $669K. The position accounts for 0.25% of the portfolio, ranked #52.

Vawter Financial first reported a position in JPLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $678K in Q2 2026. 137 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

Vawter Financial held 13,011 shares of JPMorgan Limited Duration Bond ETF worth $669K as of Q3 2026.
Vawter Financial bought 20 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $1.04K.
JPMorgan Limited Duration Bond ETF made up 0.25% of Vawter Financial's portfolio in Q3 2026, its #52 holding.
Vawter Financial first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2025 and has held it in 6 quarters since.
Vawter Financial's JPMorgan Limited Duration Bond ETF position peaked at $678K in Q2 2026.
137 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Vawter Financial's 13F filing for Q3 2026, filed 10 Nov 2026.