JPMorgan Limited Duration Bond ETF $JPLD Shares Acquired by Essential Planning LLC.

Essential Planning LLC. boosted its holdings in shares of JPMorgan Limited Duration Bond ETF (BATS:JPLD) by 66.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 161,716 shares of the company’s stock after purchasing an additional 64,756 shares during the quarter. JPMorgan Limited Duration Bond ETF comprises approximately 2.7% of Essential Planning LLC.’s holdings, making the stock its 8th largest position. Essential Planning LLC. owned about 0.57% of JPMorgan Limited Duration Bond ETF worth $8,464,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Captrust Financial Advisors lifted its holdings in shares of 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 worth $1,702,000 after buying an additional 295 shares during the last quarter. Winebrenner Capital Management LLC increased its position in JPMorgan Limited Duration Bond ETF by 1.1% during 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 period. Geneos Wealth Management Inc. raised its stake in JPMorgan Limited Duration Bond ETF by 45.3% during the 2nd quarter. Geneos Wealth Management Inc. now owns 1,757 shares of the company’s stock valued at $92,000 after purchasing an additional 548 shares during the last quarter. KWB Wealth raised its stake in JPMorgan Limited Duration Bond ETF by 13.9% during the 3rd quarter. KWB Wealth now owns 6,316 shares of the company’s stock valued at $330,000 after purchasing an additional 772 shares during the last quarter. Finally, MidWestOne Financial Group Inc. boosted its holdings in JPMorgan Limited Duration Bond ETF by 2.9% in 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.

JPMorgan Limited Duration Bond ETF Stock Performance

BATS JPLD opened at $52.19 on Wednesday. The company’s fifty day moving average is $52.46 and its two-hundred day moving average is $52.44. JPMorgan Limited Duration Bond ETF has a 52-week low of $51.35 and a 52-week high of $52.75.

JPMorgan Limited Duration Bond ETF Cuts Dividend

The business also recently disclosed a monthly dividend, which was paid on Wednesday, March 4th. Stockholders of record on Monday, March 2nd were given a dividend of $0.1719 per share. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) dividend on an annualized basis and a dividend yield of 4.0%.

JPMorgan Limited Duration Bond ETF Company 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.