JPMorgan Limited Duration Bond ETF $JPLD is MBM Wealth Consultants LLC’s 9th Largest Position

MBM Wealth Consultants LLC lifted its stake in shares of JPMorgan Limited Duration Bond ETF (BATS:JPLD) by 11.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 339,073 shares of the company’s stock after buying an additional 34,923 shares during the quarter. JPMorgan Limited Duration Bond ETF makes up approximately 4.1% of MBM Wealth Consultants LLC’s portfolio, making the stock its 9th biggest position. MBM Wealth Consultants LLC’s holdings in JPMorgan Limited Duration Bond ETF were worth $17,696,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in JPLD. Morgan Stanley raised its holdings in JPMorgan Limited Duration Bond ETF by 24.9% in the fourth quarter. Morgan Stanley now owns 1,354,725 shares of the company’s stock valued at $70,904,000 after acquiring an additional 270,413 shares in the last quarter. UBS Group AG grew its holdings in JPMorgan Limited Duration Bond ETF by 1.1% during the 3rd quarter. UBS Group AG now owns 1,047,402 shares of the company’s stock worth $54,962,000 after acquiring an additional 11,441 shares in the last quarter. M&T Bank Corp increased its position in shares of JPMorgan Limited Duration Bond ETF by 3.0% in the 4th quarter. M&T Bank Corp now owns 1,046,425 shares of the company’s stock valued at $54,768,000 after purchasing an additional 30,165 shares during the last quarter. Composition Wealth LLC increased its position in shares of JPMorgan Limited Duration Bond ETF by 20.2% in the 4th quarter. Composition Wealth LLC now owns 891,312 shares of the company’s stock valued at $46,650,000 after purchasing an additional 149,947 shares during the last quarter. Finally, LPL Financial LLC raised its holdings in shares of JPMorgan Limited Duration Bond ETF by 13.0% in the 4th quarter. LPL Financial LLC now owns 821,298 shares of the company’s stock valued at $42,986,000 after purchasing an additional 94,173 shares in the last quarter.

JPMorgan Limited Duration Bond ETF Stock Up 0.1%

JPMorgan Limited Duration Bond ETF stock opened at $52.03 on Thursday. The company has a fifty day simple moving average of $52.12 and a 200-day simple moving average of $52.30. 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 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.