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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
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

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 29.18% 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

WJ Wealth Management's JPLD Position: Q2 2026 in Review

WJ Wealth Management reduced its JPMorgan Limited Duration Bond ETF (JPLD) stake by 6.8% in Q2 2026, selling an estimated $61.6K and leaving 16,089 shares worth $840K. The position accounts for 0.33% of the portfolio, ranked #49.

WJ Wealth Management first reported a position in JPLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $928K in Q4 2025. 163 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • WJ Wealth Management held 16,089 shares of JPMorgan Limited Duration Bond ETF worth $840K as of Q2 2026.
  • WJ Wealth Management sold 1,182 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $61.6K.
  • JPMorgan Limited Duration Bond ETF made up 0.33% of WJ Wealth Management's portfolio in Q2 2026, its #49 holding.
  • WJ Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • WJ Wealth Management's JPMorgan Limited Duration Bond ETF position peaked at $928K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.