WJ Wealth Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

WJ Wealth 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	$295K	Sell	5,746 -10,343	-64%	-$536K	0.12%	72
2026 Q2	$840K	Sell	16,089 -1,182	-7%	-$61.6K	0.33%	49
2026 Q1	$901K	Sell	17,271 -466	-3%	-$24.4K	0.42%	37
2025 Q4	$928K	Buy	17,737 +5,337	+43%	+$280K	0.41%	36
2025 Q3	$651K	Buy	+12,400	New	+$648K	0.29%	44

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

WJ Wealth Management's JPLD Position: Q3 2026 in Review

WJ Wealth Management reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 64% in Q3 2026, selling an estimated $536K and leaving 5,746 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #72.

WJ Wealth Management first reported a position in JPLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $928K in Q4 2025. 65 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

WJ Wealth Management held 5,746 shares of JPMorgan Limited Duration Bond ETF worth $295K as of Q3 2026.
WJ Wealth Management sold 10,343 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $536K.
JPMorgan Limited Duration Bond ETF made up 0.12% of WJ Wealth Management's portfolio in Q3 2026, its #72 holding.
WJ Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2025 and has held it in 5 quarters since.
WJ Wealth Management's JPMorgan Limited Duration Bond ETF position peaked at $928K in Q4 2025.
65 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.