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Whipplewood Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Whipplewood Advisors’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 		$6.04M Sell
115,738
-34,616
-23% -$1.8M 4.07% 3
2026
Q1 		$7.85M Buy
+150,354
New +$7.88M 4.07% 3

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 29.2% 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

Whipplewood Advisors's JPLD Position: Q2 2026 in Review

Whipplewood Advisors reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 23% in Q2 2026, selling an estimated $1.8M and leaving 115,738 shares worth $6.04M. The position accounts for 4.07% of the portfolio, ranked #3.

Whipplewood Advisors first reported a position in JPLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.85M in Q1 2026. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Whipplewood Advisors held 115,738 shares of JPMorgan Limited Duration Bond ETF worth $6.04M as of Q2 2026.
  • Whipplewood Advisors sold 34,616 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $1.8M.
  • JPMorgan Limited Duration Bond ETF made up 4.07% of Whipplewood Advisors's portfolio in Q2 2026, its #3 holding.
  • Whipplewood Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Whipplewood Advisors's JPMorgan Limited Duration Bond ETF position peaked at $7.85M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.