Wealth Advisors of Tampa Bay’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Wealth Advisors of Tampa Bay’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	$9.65M	Buy	184,934 +68,070	+58%	+$3.57M	3.19%	7
2025 Q4	$6.12M	Buy	116,864 +3,976	+4%	+$208K	2.11%	15
2025 Q3	$5.92M	Buy	112,888 +8,200	+8%	+$428K	1.97%	15
2025 Q2	$5.47M	Buy	104,688 +16,130	+18%	+$836K	2.06%	15
2025 Q1	$4.61M	Buy	88,558 +3,908	+5%	+$202K	1.87%	19
2024 Q4	$4.36M	Buy	84,650 +1,302	+2%	+$67.3K	1.87%	18
2024 Q3	$4.35M	Buy	83,348 +1,461	+2%	+$75.5K	1.81%	22
2024 Q2	$4.19M	Sell	81,887 -712	-0.9%	-$36.2K	1.96%	18
2024 Q1	$4.21M	Sell	82,599 -16,029	-16%	-$813K	2%	16
2023 Q4	$4.99M	Sell	98,628 -100,934	-51%	-$5.05M	2.51%	9
2023 Q3	$9.96M	Buy	+199,562	New	+$9.97M	2.74%	7

Other funds holding JPLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Advisors of Tampa Bay's JPLD Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 58% in Q1 2026, buying an estimated $3.57M and bringing the position to 184,934 shares worth $9.65M. The position accounts for 3.19% of the portfolio, ranked #7.

Wealth Advisors of Tampa Bay first reported a position in JPLD in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.96M in Q3 2023. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

Wealth Advisors of Tampa Bay held 184,934 shares of JPMorgan Limited Duration Bond ETF worth $9.65M as of Q1 2026.
Wealth Advisors of Tampa Bay bought 68,070 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $3.57M.
JPMorgan Limited Duration Bond ETF made up 3.19% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #7 holding.
Wealth Advisors of Tampa Bay first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 11 quarters since.
Wealth Advisors of Tampa Bay's JPMorgan Limited Duration Bond ETF position peaked at $9.96M in Q3 2023.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.