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Wealthquest’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Wealthquest’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 		$36.3M Buy
+696,093
New +$36.3M 2.29% 14

Other funds holding JPLD

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealthquest's JPLD Position: Q2 2026 in Review

Wealthquest opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 696,093 shares worth $36.3M. The stake represents 2.29% of the portfolio and ranks #14 among its holdings.

40 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Wealthquest held 696,093 shares of JPMorgan Limited Duration Bond ETF worth $36.3M as of Q2 2026.
  • JPMorgan Limited Duration Bond ETF was a new Wealthquest position in Q2 2026.
  • JPMorgan Limited Duration Bond ETF made up 2.29% of Wealthquest's portfolio in Q2 2026, its #14 holding.
  • 40 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.