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 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

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

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

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

MAG

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Winebrenner Capital Management's JPLD Position: Q2 2026 in Review

Winebrenner Capital Management reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 0.14% in Q2 2026, selling an estimated $3.23K and leaving 45,345 shares worth $2.37M. The position accounts for 1.44% of the portfolio, ranked #15.

Winebrenner Capital Management first reported a position in JPLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q4 2025. 20 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Winebrenner Capital Management held 45,345 shares of JPMorgan Limited Duration Bond ETF worth $2.37M as of Q2 2026.
Winebrenner Capital Management sold 62 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $3.23K.
JPMorgan Limited Duration Bond ETF made up 1.44% of Winebrenner Capital Management's portfolio in Q2 2026, its #15 holding.
Winebrenner Capital Management first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's JPMorgan Limited Duration Bond ETF position peaked at $2.42M in Q4 2025.
20 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.