JPMorgan Limited Duration Bond ETF $JPLD Position Lifted by Trellis Wealth Advisors LLC

Trellis Wealth Advisors LLC grew its stake in shares of JPMorgan Limited Duration Bond ETF (NYSEARCA:JPLD) by 625.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 71,403 shares of the company’s stock after buying an additional 61,562 shares during the quarter. JPMorgan Limited Duration Bond ETF accounts for 1.2% of Trellis Wealth Advisors LLC’s investment portfolio, making the stock its 13th biggest position. Trellis Wealth Advisors LLC owned 0.09% of JPMorgan Limited Duration Bond ETF worth $3,671,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of JPLD. Allspring Global Investments Holdings LLC lifted its holdings in shares of JPMorgan Limited Duration Bond ETF by 217,192.3% in the 1st quarter. Allspring Global Investments Holdings LLC now owns 875,688 shares of the company’s stock worth $45,641,000 after acquiring an additional 875,285 shares during the last quarter. Choice Wealth Advisors LLC purchased a new stake in shares of JPMorgan Limited Duration Bond ETF in the 3rd quarter valued at $16,879,000. Scott Capital Advisors LLC grew its holdings in shares of JPMorgan Limited Duration Bond ETF by 720.9% during the 2nd quarter. Scott Capital Advisors LLC now owns 321,805 shares of the company’s stock valued at $16,795,000 after purchasing an additional 282,602 shares during the last quarter. Spinnaker Investment Group LLC bought a new position in shares of JPMorgan Limited Duration Bond ETF during the 2nd quarter valued at $14,039,000. Finally, Juno Financial Group LLC bought a new position in shares of JPMorgan Limited Duration Bond ETF during the 1st quarter valued at $8,687,000.

JPMorgan Limited Duration Bond ETF Price Performance

NYSEARCA:JPLD remained flat at $51.46 during trading hours on Monday. 699,155 shares of the company were exchanged, compared to its average volume of 499,852. The firm’s 50-day moving average price is $51.68 and its 200-day moving average price is $51.94. JPMorgan Limited Duration Bond ETF has a one year low of $50.92 and a one 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.