Whipplewood Advisors LLC Makes New Investment in JPMorgan Limited Duration Bond ETF $JPLD

Whipplewood Advisors LLC purchased a new stake in shares of JPMorgan Limited Duration Bond ETF (BATS:JPLDFree Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 150,354 shares of the company’s stock, valued at approximately $7,847,000. JPMorgan Limited Duration Bond ETF accounts for approximately 4.1% of Whipplewood Advisors LLC’s portfolio, making the stock its 3rd largest holding. Whipplewood Advisors LLC owned approximately 0.53% of JPMorgan Limited Duration Bond ETF as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in JPLD. Bogart Wealth LLC bought a new position in shares of JPMorgan Limited Duration Bond ETF in the first quarter worth about $52,000. IRON Financial LLC acquired a new stake in shares of JPMorgan Limited Duration Bond ETF during the 1st quarter worth approximately $1,348,000. Private Advisor Group LLC boosted its stake in JPMorgan Limited Duration Bond ETF by 67.4% during the first quarter. Private Advisor Group LLC now owns 178,243 shares of the company’s stock worth $9,302,000 after buying an additional 71,757 shares in the last quarter. Sound Income Strategies LLC acquired a new stake in shares of JPMorgan Limited Duration Bond ETF during the 1st quarter valued at about $74,000. Finally, Wagner Wealth Management LLC bought a new stake in shares of JPMorgan Limited Duration Bond ETF in the 1st quarter valued at approximately $45,000.

JPMorgan Limited Duration Bond ETF Price Performance

Shares of JPLD opened at $51.99 on Friday. JPMorgan Limited Duration Bond ETF has a 1 year low of $51.90 and a 1 year high of $52.75. The stock has a 50 day simple moving average of $52.07 and a 200-day simple moving average of $52.28.

JPMorgan Limited Duration Bond ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for JPMorgan Limited Duration Bond ETF (BATS:JPLD)

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