JPMorgan Limited Duration Bond ETF $JPLD is MBM Wealth Consultants LLC’s 10th Largest Position

MBM Wealth Consultants LLC lifted its holdings in JPMorgan Limited Duration Bond ETF (BATS:JPLD) by 13.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 272,722 shares of the company’s stock after purchasing an additional 32,208 shares during the quarter. JPMorgan Limited Duration Bond ETF comprises about 3.6% of MBM Wealth Consultants LLC’s portfolio, making the stock its 10th biggest position. MBM Wealth Consultants LLC’s holdings in JPMorgan Limited Duration Bond ETF were worth $14,311,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. boosted its holdings in 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 in the last quarter. Harbour Investments Inc. raised its position in shares of JPMorgan Limited Duration Bond ETF by 10.8% in the 2nd quarter. Harbour Investments Inc. now owns 2,026 shares of the company’s stock valued at $106,000 after purchasing an additional 197 shares during the last quarter. Beacon Financial Advisory LLC acquired a new stake in JPMorgan Limited Duration Bond ETF in the 2nd quarter worth approximately $271,000. Diversified Enterprises LLC purchased a new stake in JPMorgan Limited Duration Bond ETF during the 3rd quarter worth approximately $272,000. Finally, PFG Investments LLC increased its stake in JPMorgan Limited Duration Bond ETF by 29.3% during the 3rd quarter. PFG Investments LLC now owns 5,303 shares of the company’s stock valued at $278,000 after purchasing an additional 1,202 shares in the last quarter.

JPMorgan Limited Duration Bond ETF Stock Up 0.2%

BATS JPLD opened at $52.42 on Friday. JPMorgan Limited Duration Bond ETF has a 12-month low of $51.32 and a 12-month high of $52.23. The company has a fifty day simple moving average of $52.40 and a two-hundred day simple moving average of $52.35.

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.