WA
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Waverly Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Waverly 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 		– Sell
-29
Closed -$1.51K – 1795
2026
Q1 		$1.51K Buy
+29
New +$1.52K ﹤0.01% 1618

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

Waverly Advisors's JPLD Position: Q2 2026 in Review

Waverly Advisors sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026, closing a stake of 29 shares — an estimated $1.51K sold.

Waverly Advisors first reported a position in JPLD in Q1 2026 and held it in 1 quarter. The position peaked at $1.51K in Q1 2026. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Waverly Advisors reported no remaining JPMorgan Limited Duration Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 29 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $1.51K.
  • Waverly Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's JPMorgan Limited Duration Bond ETF position peaked at $1.51K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.