OakTrust Wealth Advisors LLC Acquires Shares of 122,120 JPMorgan Limited Duration Bond ETF $JPLD

OakTrust Wealth Advisors LLC acquired a new position in shares of JPMorgan Limited Duration Bond ETF (BATS:JPLD) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 122,120 shares of the company’s stock, valued at approximately $6,392,000. JPMorgan Limited Duration Bond ETF accounts for about 5.9% of OakTrust Wealth Advisors LLC’s portfolio, making the stock its 3rd biggest position.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. First Commonwealth Financial Corp PA acquired a new position in shares of JPMorgan Limited Duration Bond ETF during the 3rd quarter worth $853,000. WJ Wealth Management LLC purchased a new stake in JPMorgan Limited Duration Bond ETF during the third quarter worth about $651,000. Essential Planning LLC. boosted its holdings in JPMorgan Limited Duration Bond ETF by 66.8% during the fourth quarter. Essential Planning LLC. now owns 161,716 shares of the company’s stock worth $8,464,000 after buying an additional 64,756 shares in the last quarter. Farther Finance Advisors LLC acquired a new position in JPMorgan Limited Duration Bond ETF during the fourth quarter worth about $5,472,000. Finally, HighTower Advisors LLC grew its position in JPMorgan Limited Duration Bond ETF by 18.7% during the fourth quarter. HighTower Advisors LLC now owns 288,137 shares of the company’s stock worth $15,081,000 after buying an additional 45,377 shares during the period.

JPMorgan Limited Duration Bond ETF Stock Up 0.1%

Shares of JPMorgan Limited Duration Bond ETF stock opened at $51.98 on Friday. The company has a 50-day moving average of $52.13 and a two-hundred day moving average of $52.31. JPMorgan Limited Duration Bond ETF has a 12-month low of $51.92 and a 12-month 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.