JPMorgan Limited Duration Bond ETF $JPLD Shares Acquired by MBM Wealth Consultants LLC

MBM Wealth Consultants LLC increased its position in shares of JPMorgan Limited Duration Bond ETF (BATS:JPLD) by 11.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 339,073 shares of the company’s stock after acquiring an additional 34,923 shares during the period. JPMorgan Limited Duration Bond ETF comprises 4.1% of MBM Wealth Consultants LLC’s investment portfolio, making the stock its 9th biggest position. MBM Wealth Consultants LLC owned approximately 1.19% of JPMorgan Limited Duration Bond ETF worth $17,696,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Cedar Mountain Advisors LLC purchased a new stake in JPMorgan Limited Duration Bond ETF during the fourth quarter worth about $50,000. Portfolio Resources Advisor Group Inc. purchased a new position in shares of JPMorgan Limited Duration Bond ETF in the fourth quarter valued at approximately $81,000. Geneos Wealth Management Inc. grew its holdings in shares of JPMorgan Limited Duration Bond ETF by 45.3% in the second quarter. Geneos Wealth Management Inc. now owns 1,757 shares of the company’s stock valued at $92,000 after purchasing an additional 548 shares in the last quarter. Kestra Advisory Services LLC purchased a new stake in JPMorgan Limited Duration Bond ETF during the 4th quarter worth approximately $134,000. Finally, Arax Advisory Partners purchased a new stake in JPMorgan Limited Duration Bond ETF during the 4th quarter worth approximately $191,000.

JPMorgan Limited Duration Bond ETF Price Performance

Shares of JPLD stock opened at $52.03 on Thursday. JPMorgan Limited Duration Bond ETF has a 52 week low of $51.92 and a 52 week high of $52.75. The firm has a 50 day moving average of $52.12 and a two-hundred day moving average of $52.30.

JPMorgan Limited Duration Bond ETF 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.