Boulder Wealth Advisors LLC lowered its stake in shares of JPMorgan Limited Duration Bond ETF (BATS:JPLD – Free Report) by 76.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,246 shares of the company’s stock after selling 119,948 shares during the quarter. JPMorgan Limited Duration Bond ETF comprises approximately 0.8% of Boulder Wealth Advisors LLC’s investment portfolio, making the stock its 18th biggest position. Boulder Wealth Advisors LLC owned about 0.13% of JPMorgan Limited Duration Bond ETF worth $1,897,000 as of its most recent SEC filing.
A number of other large investors have also added to or reduced their stakes in the stock. Captrust Financial Advisors grew its position in JPMorgan Limited Duration Bond ETF by 0.9% during the third quarter. Captrust Financial Advisors now owns 32,441 shares of the company’s stock worth $1,702,000 after buying an additional 295 shares in the last quarter. Winebrenner Capital Management LLC lifted its stake in JPMorgan Limited Duration Bond ETF by 1.1% during the fourth quarter. Winebrenner Capital Management LLC now owns 46,154 shares of the company’s stock worth $2,416,000 after purchasing an additional 492 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in JPMorgan Limited Duration Bond ETF by 45.3% during the second quarter. Geneos Wealth Management Inc. now owns 1,757 shares of the company’s stock worth $92,000 after purchasing an additional 548 shares during the last quarter. MidWestOne Financial Group Inc. lifted its stake in JPMorgan Limited Duration Bond ETF by 2.9% during the third quarter. MidWestOne Financial Group Inc. now owns 37,588 shares of the company’s stock worth $1,972,000 after purchasing an additional 1,074 shares during the last quarter. Finally, PFG Investments LLC lifted its stake in JPMorgan Limited Duration Bond ETF by 29.3% during the third quarter. PFG Investments LLC now owns 5,303 shares of the company’s stock worth $278,000 after purchasing an additional 1,202 shares during the last quarter.
JPMorgan Limited Duration Bond ETF Stock Performance
BATS JPLD opened at $52.14 on Friday. The business has a fifty day moving average price of $52.24 and a two-hundred day moving average price of $52.38. JPMorgan Limited Duration Bond ETF has a fifty-two week low of $51.62 and a fifty-two week 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.
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