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

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return