JPMorgan Limited Duration Bond ETF $JPLD Position Lifted by MBM Wealth Consultants LLC

MBM Wealth Consultants LLC grew its stake in JPMorgan Limited Duration Bond ETF (BATS:JPLD) by 11.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 304,150 shares of the company’s stock after acquiring an additional 31,428 shares during the quarter. JPMorgan Limited Duration Bond ETF comprises about 3.8% of MBM Wealth Consultants LLC’s portfolio, making the stock its 9th biggest position. MBM Wealth Consultants LLC owned approximately 1.07% of JPMorgan Limited Duration Bond ETF worth $15,919,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Captrust Financial Advisors increased its position in JPMorgan Limited Duration Bond ETF by 0.9% during the 3rd quarter. Captrust Financial Advisors now owns 32,441 shares of the company’s stock valued at $1,702,000 after buying an additional 295 shares in the last quarter. Winebrenner Capital Management LLC increased its position in JPMorgan Limited Duration Bond ETF by 1.1% during the 4th quarter. Winebrenner Capital Management LLC now owns 46,154 shares of the company’s stock valued at $2,416,000 after buying an additional 492 shares in the last quarter. Geneos Wealth Management Inc. increased its position in JPMorgan Limited Duration Bond ETF by 45.3% during the 2nd quarter. Geneos Wealth Management Inc. now owns 1,757 shares of the company’s stock valued at $92,000 after buying an additional 548 shares in the last quarter. KWB Wealth increased its position in JPMorgan Limited Duration Bond ETF by 13.9% during the 3rd quarter. KWB Wealth now owns 6,316 shares of the company’s stock valued at $330,000 after buying an additional 772 shares in the last quarter. Finally, MidWestOne Financial Group Inc. increased its position in JPMorgan Limited Duration Bond ETF by 2.9% during the 3rd quarter. MidWestOne Financial Group Inc. now owns 37,588 shares of the company’s stock valued at $1,972,000 after buying an additional 1,074 shares in the last quarter.

JPMorgan Limited Duration Bond ETF Price Performance

Shares of BATS:JPLD opened at $52.20 on Friday. The business’s 50-day moving average is $52.38 and its 200 day moving average is $52.41. JPMorgan Limited Duration Bond ETF has a 1 year low of $51.55 and a 1 year high of $52.75.

JPMorgan Limited Duration Bond ETF Profile

The JPMorgan Limited Duration Bond ETF (JPLD) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that invests mainly in a broad portfolio of investment grade asset-backed and mortgage-backed securities with an average duration of three years or less. JPLD was launched on Jul 28, 2023 and is issued by JPMorgan Chase.