WJ Wealth Management LLC Acquires New Position in JPMorgan Limited Duration Bond ETF $JPLD

WJ Wealth Management LLC bought a new position in JPMorgan Limited Duration Bond ETF (BATS:JPLD) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 12,400 shares of the company’s stock, valued at approximately $651,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Captrust Financial Advisors lifted its holdings 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 valued at $1,702,000 after purchasing an additional 295 shares in the last quarter. Geneos Wealth Management Inc. increased 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 purchasing an additional 548 shares in the last quarter. KWB Wealth increased its stake in shares of JPMorgan Limited Duration Bond ETF by 13.9% in the third quarter. KWB Wealth now owns 6,316 shares of the company’s stock worth $330,000 after purchasing an additional 772 shares in the last quarter. MidWestOne Financial Group Inc. raised its position in shares of JPMorgan Limited Duration Bond ETF by 2.9% during the 3rd quarter. MidWestOne Financial Group Inc. now owns 37,588 shares of the company’s stock valued at $1,972,000 after purchasing an additional 1,074 shares during the period. Finally, PFG Investments LLC raised its position in shares of 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 during the period.

JPMorgan Limited Duration Bond ETF Stock Performance

JPLD opened at $52.40 on Wednesday. The firm’s fifty day moving average is $52.49 and its 200 day moving average is $52.45. JPMorgan Limited Duration Bond ETF has a fifty-two week low of $51.35 and a fifty-two week high of $52.75.

JPMorgan Limited Duration Bond ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Wednesday, March 4th. Stockholders of record on Monday, March 2nd were given a $0.1719 dividend. This represents a c) annualized dividend and a dividend yield of 3.9%. The ex-dividend date was Monday, March 2nd.

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.