Winebrenner Capital Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Winebrenner Capital Management’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	$2.17M	Sell	42,219 -3,126	-7%	-$162K	1.4%	16
2026 Q2	$2.37M	Sell	45,345 -62	-0.1%	-$3.23K	1.44%	15
2026 Q1	$2.37M	Sell	45,407 -747	-2%	-$39.2K	1.52%	12
2025 Q4	$2.42M	Buy	46,154 +492	+1%	+$25.8K	1.61%	11
2025 Q3	$2.4M	Buy	45,662 +5,946	+15%	+$311K	1.72%	10
2025 Q2	$2.07M	Buy	39,716 +8,548	+27%	+$443K	1.67%	11
2025 Q1	$1.62M	Buy	31,168 +6,297	+25%	+$326K	1.46%	16
2024 Q4	$1.28M	Buy	+24,871	New	+$1.28M	0.99%	27

Other funds holding JPLD

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

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Winebrenner Capital Management's JPLD Position: Q3 2026 in Review

Winebrenner Capital Management reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 6.9% in Q3 2026, selling an estimated $162K and leaving 42,219 shares worth $2.17M. The position accounts for 1.4% of the portfolio, ranked #16.

Winebrenner Capital Management first reported a position in JPLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q4 2025. 50 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

Winebrenner Capital Management held 42,219 shares of JPMorgan Limited Duration Bond ETF worth $2.17M as of Q3 2026.
Winebrenner Capital Management sold 3,126 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $162K.
JPMorgan Limited Duration Bond ETF made up 1.4% of Winebrenner Capital Management's portfolio in Q3 2026, its #16 holding.
Winebrenner Capital Management first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 8 quarters since.
Winebrenner Capital Management's JPMorgan Limited Duration Bond ETF position peaked at $2.42M in Q4 2025.
50 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.