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

Planning Project LLC acquired a new stake in shares of JPMorgan Limited Duration Bond ETF (NYSEARCA:JPLDFree Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 13,393 shares of the company’s stock, valued at approximately $696,000. JPMorgan Limited Duration Bond ETF comprises 0.1% of Planning Project LLC’s portfolio, making the stock its 20th largest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in JPLD. Wagner Wealth Management LLC bought a new stake in shares of JPMorgan Limited Duration Bond ETF in the 1st quarter worth about $45,000. Cedar Mountain Advisors LLC bought a new position in JPMorgan Limited Duration Bond ETF during the 4th quarter valued at about $50,000. Bogart Wealth LLC purchased a new stake in JPMorgan Limited Duration Bond ETF in the 1st quarter worth about $52,000. Sound Income Strategies LLC purchased a new stake in JPMorgan Limited Duration Bond ETF in the 1st quarter worth about $74,000. Finally, Portfolio Resources Advisor Group Inc. purchased a new stake in JPMorgan Limited Duration Bond ETF in the 4th quarter worth about $81,000.

JPMorgan Limited Duration Bond ETF Price Performance

Shares of NYSEARCA JPLD opened at $51.78 on Monday. JPMorgan Limited Duration Bond ETF has a 1 year low of $51.73 and a 1 year high of $52.75. The firm has a 50-day simple moving average of $51.99 and a two-hundred day simple moving average of $52.14.

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.

Recommended Stories

Want to see what other hedge funds are holding JPLD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Limited Duration Bond ETF (NYSEARCA:JPLDFree Report).

Institutional Ownership by Quarter for JPMorgan Limited Duration Bond ETF (NYSEARCA:JPLD)

Receive News & Ratings for JPMorgan Limited Duration Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Limited Duration Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.