OakTrust Wealth Advisors LLC Boosts Stock Holdings in JPMorgan Limited Duration Bond ETF $JPLD

OakTrust Wealth Advisors LLC grew its stake in shares of JPMorgan Limited Duration Bond ETF (BATS:JPLD) by 35.1% in the first quarter, according to its most recent filing with the SEC. The fund owned 164,982 shares of the company’s stock after acquiring an additional 42,862 shares during the period. JPMorgan Limited Duration Bond ETF comprises about 7.8% of OakTrust Wealth Advisors LLC’s portfolio, making the stock its 2nd largest holding. OakTrust Wealth Advisors LLC’s holdings in JPMorgan Limited Duration Bond ETF were worth $8,610,000 as of its most recent filing with the SEC.

A number of other hedge funds have also modified their holdings of the stock. Morgan Stanley grew its holdings in shares of JPMorgan Limited Duration Bond ETF by 24.9% in the 4th quarter. Morgan Stanley now owns 1,354,725 shares of the company’s stock worth $70,904,000 after acquiring an additional 270,413 shares during the last quarter. Boulder Wealth Advisors LLC purchased a new stake in shares of JPMorgan Limited Duration Bond ETF during the third quarter valued at $8,196,000. Composition Wealth LLC boosted its position in shares of JPMorgan Limited Duration Bond ETF by 20.2% in the 4th quarter. Composition Wealth LLC now owns 891,312 shares of the company’s stock valued at $46,650,000 after purchasing an additional 149,947 shares during the period. Farther Finance Advisors LLC acquired a new position in shares of JPMorgan Limited Duration Bond ETF in the 4th quarter valued at $5,472,000. Finally, Apella Capital LLC acquired a new position in shares of JPMorgan Limited Duration Bond ETF in the 1st quarter valued at $5,212,000.

JPMorgan Limited Duration Bond ETF Price Performance

Shares of JPLD opened at $52.20 on Tuesday. The business’s 50-day moving average price is $52.12 and its 200 day moving average price is $52.30. JPMorgan Limited Duration Bond ETF has a 1-year low of $51.92 and a 1-year 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.