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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
Q2 		$10M Buy
192,111
+7,177
+4% +$374K 3.07% 7
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
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

Wealth Advisors of Tampa Bay's JPLD Position: Q2 2026 in Review

Wealth Advisors of Tampa Bay increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 3.9% in Q2 2026, buying an estimated $374K and bringing the position to 192,111 shares worth $10M. The position accounts for 3.07% of the portfolio, ranked #7.

Wealth Advisors of Tampa Bay first reported a position in JPLD in Q3 2023 and has held it in 12 quarters since. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Wealth Advisors of Tampa Bay held 192,111 shares of JPMorgan Limited Duration Bond ETF worth $10M as of Q2 2026.
  • Wealth Advisors of Tampa Bay bought 7,177 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $374K.
  • JPMorgan Limited Duration Bond ETF made up 3.07% of Wealth Advisors of Tampa Bay's portfolio in Q2 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 12 quarters since.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

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