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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealthcare Advisory Partners's JPLD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 13% in Q2 2026, selling an estimated $450K and leaving 57,903 shares worth $3.02M. The position accounts for 0.06% of the portfolio, ranked #267.

Wealthcare Advisory Partners first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.47M in Q1 2026. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Wealthcare Advisory Partners held 57,903 shares of JPMorgan Limited Duration Bond ETF worth $3.02M as of Q2 2026.
Wealthcare Advisory Partners sold 8,623 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $450K.
JPMorgan Limited Duration Bond ETF made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #267 holding.
Wealthcare Advisory Partners first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
Wealthcare Advisory Partners's JPMorgan Limited Duration Bond ETF position peaked at $3.47M in Q1 2026.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.