JPMorgan Limited Duration Bond ETF $JPLD Stock Position Increased by MBM Wealth Consultants LLC

MBM Wealth Consultants LLC lifted its stake in JPMorgan Limited Duration Bond ETF (BATS:JPLD) by 11.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 304,150 shares of the company’s stock after buying an additional 31,428 shares during the quarter. JPMorgan Limited Duration Bond ETF makes up 3.8% of MBM Wealth Consultants LLC’s holdings, making the stock its 9th largest position. MBM Wealth Consultants LLC’s holdings in JPMorgan Limited Duration Bond ETF were worth $15,919,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently modified their holdings of the stock. Farther Finance Advisors LLC purchased a new stake in shares of JPMorgan Limited Duration Bond ETF in the fourth quarter worth about $5,472,000. Nautilus Advisors LLC boosted its stake in shares of JPMorgan Limited Duration Bond ETF by 39.6% in the fourth quarter. Nautilus Advisors LLC now owns 67,885 shares of the company’s stock worth $3,553,000 after buying an additional 19,254 shares during the last quarter. Planning Directions Inc. purchased a new stake in shares of JPMorgan Limited Duration Bond ETF in the fourth quarter worth about $215,000. Savvy Advisors Inc. purchased a new stake in shares of JPMorgan Limited Duration Bond ETF in the fourth quarter worth about $1,756,000. Finally, Essential Planning LLC. boosted its stake in shares of JPMorgan Limited Duration Bond ETF by 66.8% in 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 during the last quarter.

JPMorgan Limited Duration Bond ETF Stock Performance

Shares of JPLD opened at $52.20 on Friday. JPMorgan Limited Duration Bond ETF has a 52 week low of $51.55 and a 52 week high of $52.75. The stock’s 50-day moving average price is $52.38 and its 200-day moving average price is $52.41.

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.