Planning Project LLC Makes New Investment in JPMorgan Limited Duration Bond ETF $JPLD

Planning Project LLC acquired a new position in shares of JPMorgan Limited Duration Bond ETF (NYSEARCA:JPLD) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 13,393 shares of the company’s stock, valued at approximately $696,000. JPMorgan Limited Duration Bond ETF makes up about 0.1% of Planning Project LLC’s portfolio, making the stock its 20th largest position.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Kintra Wealth LLC purchased a new stake in JPMorgan Limited Duration Bond ETF during the second quarter valued at $5,139,000. Continuum Advisory LLC purchased a new position in shares of JPMorgan Limited Duration Bond ETF in the 2nd quarter worth $146,000. Beacon Financial Advisory LLC increased its holdings in shares of JPMorgan Limited Duration Bond ETF by 5.6% in the 2nd quarter. Beacon Financial Advisory LLC now owns 5,200 shares of the company’s stock worth $271,000 after buying an additional 275 shares during the last quarter. KWB Wealth increased its holdings in shares of JPMorgan Limited Duration Bond ETF by 37.1% in the 2nd quarter. KWB Wealth now owns 16,643 shares of the company’s stock worth $869,000 after buying an additional 4,500 shares during the last quarter. Finally, Scott Capital Advisors LLC increased its holdings in shares of JPMorgan Limited Duration Bond ETF by 720.9% in the 2nd quarter. Scott Capital Advisors LLC now owns 321,805 shares of the company’s stock worth $16,795,000 after buying an additional 282,602 shares during the last quarter.

JPMorgan Limited Duration Bond ETF Stock Performance

Shares of NYSEARCA JPLD opened at $51.78 on Monday. JPMorgan Limited Duration Bond ETF has a 12-month low of $51.73 and a 12-month high of $52.75. The firm’s 50-day moving average price is $51.99 and its 200-day moving average price is $52.14.

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.