OakTrust Wealth Advisors LLC purchased a new position in shares of JPMorgan Limited Duration Bond ETF (BATS:JPLD – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 122,120 shares of the company’s stock, valued at approximately $6,392,000. JPMorgan Limited Duration Bond ETF comprises 5.9% of OakTrust Wealth Advisors LLC’s holdings, making the stock its 3rd biggest holding. OakTrust Wealth Advisors LLC owned about 0.43% of JPMorgan Limited Duration Bond ETF as of its most recent SEC filing.
Other institutional investors also recently added to or reduced their stakes in the company. Cedar Mountain Advisors LLC acquired a new stake in shares of JPMorgan Limited Duration Bond ETF in the fourth quarter valued at approximately $50,000. Portfolio Resources Advisor Group Inc. acquired a new position in shares of JPMorgan Limited Duration Bond ETF in the 4th quarter valued at $81,000. Geneos Wealth Management Inc. increased its holdings in shares of JPMorgan Limited Duration Bond ETF by 45.3% in the 2nd quarter. Geneos Wealth Management Inc. now owns 1,757 shares of the company’s stock valued at $92,000 after acquiring an additional 548 shares during the period. Kestra Advisory Services LLC purchased a new stake in JPMorgan Limited Duration Bond ETF in the 4th quarter valued at $134,000. Finally, Arax Advisory Partners purchased a new stake in JPMorgan Limited Duration Bond ETF in the 4th quarter valued at $191,000.
JPMorgan Limited Duration Bond ETF Trading Up 0.1%
Shares of BATS:JPLD opened at $51.98 on Friday. JPMorgan Limited Duration Bond ETF has a 1-year low of $51.92 and a 1-year high of $52.75. The firm has a fifty day moving average price of $52.13 and a 200 day moving average price of $52.31.
JPMorgan Limited Duration Bond ETF 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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