TD Capital Management LLC Acquires 39,649 Shares of JPMorgan Limited Duration Bond ETF $JPLD

TD Capital Management LLC grew its holdings in JPMorgan Limited Duration Bond ETF (BATS:JPLD) by 18.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 250,959 shares of the company’s stock after buying an additional 39,649 shares during the quarter. JPMorgan Limited Duration Bond ETF makes up 1.2% of TD Capital Management LLC’s portfolio, making the stock its 22nd largest position. TD Capital Management LLC’s holdings in JPMorgan Limited Duration Bond ETF were worth $13,135,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Captrust Financial Advisors lifted its position in JPMorgan Limited Duration Bond ETF by 0.9% during the 3rd 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 raised its stake in shares of JPMorgan Limited Duration Bond ETF by 1.1% in the fourth quarter. Winebrenner Capital Management LLC now owns 46,154 shares of the company’s stock worth $2,416,000 after acquiring an additional 492 shares during the last quarter. Geneos Wealth Management Inc. raised its stake 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 worth $92,000 after acquiring an additional 548 shares during the last quarter. Harbour Investments Inc. lifted its position in shares of JPMorgan Limited Duration Bond ETF by 21.2% during the fourth quarter. Harbour Investments Inc. now owns 3,712 shares of the company’s stock worth $194,000 after purchasing an additional 649 shares in the last quarter. Finally, Beacon Financial Advisory LLC lifted its position in shares of JPMorgan Limited Duration Bond ETF by 11.0% during the fourth quarter. Beacon Financial Advisory LLC now owns 7,629 shares of the company’s stock worth $399,000 after purchasing an additional 756 shares in the last quarter.

JPMorgan Limited Duration Bond ETF Price Performance

JPLD opened at $51.98 on Friday. JPMorgan Limited Duration Bond ETF has a one year low of $51.92 and a one year high of $52.75. The company’s 50 day simple moving average is $52.13 and its 200-day simple moving average is $52.31.

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.