OakTrust Wealth Advisors LLC increased its position in shares of JPMorgan Limited Duration Bond ETF (BATS:JPLD – Free Report) by 35.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 164,982 shares of the company’s stock after purchasing an additional 42,862 shares during the period. JPMorgan Limited Duration Bond ETF accounts for about 7.8% of OakTrust Wealth Advisors LLC’s investment portfolio, making the stock its 2nd largest holding. OakTrust Wealth Advisors LLC owned 0.58% of JPMorgan Limited Duration Bond ETF worth $8,610,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently added to or reduced their stakes in JPLD. First Commonwealth Financial Corp PA acquired a new stake in shares of JPMorgan Limited Duration Bond ETF in the third quarter valued at $853,000. WJ Wealth Management LLC acquired a new position in JPMorgan Limited Duration Bond ETF during the third quarter worth about $651,000. HighTower Advisors LLC raised its position in JPMorgan Limited Duration Bond ETF by 18.7% in the fourth quarter. HighTower Advisors LLC now owns 288,137 shares of the company’s stock worth $15,081,000 after acquiring an additional 45,377 shares in the last quarter. Schiavi & Co LLC raised its position in JPMorgan Limited Duration Bond ETF by 9.4% in the fourth quarter. Schiavi & Co LLC now owns 805,931 shares of the company’s stock worth $42,181,000 after acquiring an additional 69,539 shares in the last quarter. Finally, Essential Planning LLC. raised its position in 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 acquiring an additional 64,756 shares in the last quarter.
JPMorgan Limited Duration Bond ETF Price Performance
Shares of BATS JPLD opened at $52.20 on Tuesday. JPMorgan Limited Duration Bond ETF has a twelve month low of $51.92 and a twelve month 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.
About JPMorgan Limited Duration Bond ETF
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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