Wealthcare Advisory Partners’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Wealthcare Advisory Partners’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	$3.13M	Buy	60,924 +3,021	+5%	+$157K	0.05%	295
2026 Q2	$3.02M	Sell	57,903 -8,623	-13%	-$450K	0.06%	267
2026 Q1	$3.47M	Buy	66,526 +3,496	+6%	+$183K	0.07%	250
2025 Q4	$3.3M	Buy	63,030 +5,282	+9%	+$277K	0.06%	253
2025 Q3	$3.03M	Sell	57,748 -1,168	-2%	-$61K	0.06%	252
2025 Q2	$3.08M	Sell	58,916 -2,676	-4%	-$139K	0.07%	238
2025 Q1	$3.2M	Buy	61,592 +11,968	+24%	+$619K	0.09%	204
2024 Q4	$2.56M	Buy	+49,624	New	+$2.56M	0.07%	227

Other funds holding JPLD

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

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

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return

Juno Financial Group Richmond, Virginia $286M AUM 12.79% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealthcare Advisory Partners's JPLD Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 5.2% in Q3 2026, buying an estimated $157K and bringing the position to 60,924 shares worth $3.13M. The position accounts for 0.05% of the portfolio, ranked #295.

Wealthcare Advisory Partners first reported a position in JPLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.47M in Q1 2026. 86 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

Wealthcare Advisory Partners held 60,924 shares of JPMorgan Limited Duration Bond ETF worth $3.13M as of Q3 2026.
Wealthcare Advisory Partners bought 3,021 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $157K.
JPMorgan Limited Duration Bond ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #295 holding.
Wealthcare Advisory Partners first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 8 quarters since.
Wealthcare Advisory Partners's JPMorgan Limited Duration Bond ETF position peaked at $3.47M in Q1 2026.
86 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.