JPMorgan Limited Duration Bond ETF $JPLD Stock Acquired by MBM Wealth Consultants LLC

MBM Wealth Consultants LLC grew its position in JPMorgan Limited Duration Bond ETF (NYSEARCA:JPLD) by 7.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 551,921 shares of the company’s stock after acquiring an additional 38,534 shares during the quarter. JPMorgan Limited Duration Bond ETF comprises 5.2% of MBM Wealth Consultants LLC’s holdings, making the stock its 7th largest position. MBM Wealth Consultants LLC’s holdings in JPMorgan Limited Duration Bond ETF were worth $28,374,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Beacon Financial Advisory LLC lifted its holdings in 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 valued at $271,000 after purchasing an additional 275 shares in the last quarter. KWB Wealth boosted its holdings in shares of JPMorgan Limited Duration Bond ETF by 2.6% during the 3rd quarter. KWB Wealth now owns 17,076 shares of the company’s stock worth $878,000 after purchasing an additional 433 shares during the last quarter. Maridea Wealth Management LLC boosted its holdings in shares of JPMorgan Limited Duration Bond ETF by 9.9% during the 1st quarter. Maridea Wealth Management LLC now owns 7,354 shares of the company’s stock worth $384,000 after purchasing an additional 665 shares during the last quarter. Royal Bank of Canada boosted its holdings in shares of JPMorgan Limited Duration Bond ETF by 8.8% during the 1st quarter. Royal Bank of Canada now owns 8,233 shares of the company’s stock worth $430,000 after purchasing an additional 668 shares during the last quarter. Finally, Wagner Wealth Management LLC purchased a new stake in shares of JPMorgan Limited Duration Bond ETF in the first quarter valued at approximately $45,000.

JPMorgan Limited Duration Bond ETF Stock Performance

NYSEARCA JPLD traded down $0.04 on Tuesday, reaching $51.41. 215,472 shares of the company were exchanged, compared to its average volume of 498,397. The business’s fifty day moving average price is $51.67 and its 200 day moving average price is $51.93. JPMorgan Limited Duration Bond ETF has a fifty-two week low of $50.92 and a fifty-two week high of $52.75.

JPMorgan Limited Duration Bond ETF Company 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.