WCG Wealth Advisors
JPLD icon

WCG Wealth Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

WCG 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
Q2 		$1M Buy
19,246
+186
+1% +$9.7K 0.02% 409
2026
Q1 		$995K Buy
19,060
+3,961
+26% +$208K 0.03% 379
2025
Q4 		$790K Buy
15,099
+1,515
+11% +$79.4K 0.02% 387
2025
Q3 		$713K Buy
13,584
+1,656
+14% +$86.5K 0.04% 265
2025
Q2 		$623K Sell
11,928
-81
-0.7% -$4.2K 0.04% 267
2025
Q1 		$624K Buy
12,009
+1,237
+11% +$64K 0.05% 228
2024
Q4 		$555K Buy
+10,772
New +$557K 0.04% 247

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
Miracle Mile Advisors
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
Wealthquest
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

WCG Wealth Advisors's JPLD Position: Q2 2026 in Review

WCG Wealth Advisors increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 0.98% in Q2 2026, buying an estimated $9.7K and bringing the position to 19,246 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #409.

WCG Wealth Advisors first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • WCG Wealth Advisors held 19,246 shares of JPMorgan Limited Duration Bond ETF worth $1M as of Q2 2026.
  • WCG Wealth Advisors bought 186 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $9.7K.
  • JPMorgan Limited Duration Bond ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #409 holding.
  • WCG Wealth Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 164 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

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