Whipplewood Advisors LLC Makes New $7.85 Million Investment in JPMorgan Limited Duration Bond ETF $JPLD

Whipplewood Advisors LLC acquired a new stake in JPMorgan Limited Duration Bond ETF (BATS:JPLDFree Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 150,354 shares of the company’s stock, valued at approximately $7,847,000. JPMorgan Limited Duration Bond ETF makes up approximately 4.1% of Whipplewood Advisors LLC’s portfolio, making the stock its 3rd biggest holding.

A number of other institutional investors also recently modified their holdings of the stock. Bogart Wealth LLC acquired a new position in shares of JPMorgan Limited Duration Bond ETF during the first quarter worth approximately $52,000. IRON Financial LLC acquired a new stake in shares of JPMorgan Limited Duration Bond ETF in the first quarter valued at approximately $1,348,000. Private Advisor Group LLC increased its holdings in shares of JPMorgan Limited Duration Bond ETF by 67.4% in the first quarter. Private Advisor Group LLC now owns 178,243 shares of the company’s stock valued at $9,302,000 after purchasing 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 in the first quarter valued at approximately $74,000. Finally, Wagner Wealth Management LLC bought a new position in JPMorgan Limited Duration Bond ETF in the 1st quarter worth approximately $45,000.

JPMorgan Limited Duration Bond ETF Stock Up 0.1%

BATS:JPLD opened at $51.99 on Friday. The stock’s fifty day moving average price is $52.07 and its two-hundred day moving average price is $52.28. JPMorgan Limited Duration Bond ETF has a 52-week low of $51.90 and a 52-week high of $52.75.

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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