Question 1

How many shares of JPLD does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 36,067 shares of JPLD (JPMORGAN LIMITED DURATION BOND ETF).

Question 2

What is &PARTNERS's JPLD position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's JPLD position is worth $1.9M.

Question 3

Is &PARTNERS buying or selling JPLD?

Accepted Answer

In 2026-Q2, &PARTNERS increased their JPLD position (+9.4% change in shares).

Question 4

When did &PARTNERS first buy JPLD?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in JPLD in 2024-Q3. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	36,067	+9.4%	$1.9M	0.0%	$51.82	28
2026-Q1	Increased	32,965	+4.3%	$1.7M	0.0%	$51.27	27
2025-Q4	Increased	31,606	+9.1%	$1.7M	0.0%	$51.08	28
2025-Q3	Increased	28,969	+9.2%	$1.5M	0.0%	$50.48	28
2025-Q2	Increased	26,537	+39.4%	$1.4M	0.0%	$49.73	34
2025-Q1	Increased	19,031	+4.7%	$989,231	0.0%	$48.98	26
2024-Q4	Decreased	18,172	-0.6%	$936,190	0.0%	$48.18	0
2024-Q3	Increased	18,272	+6.0%	$952,885	0.0%	$48.06	27

JPLDShowing 8 of 9 quarters

JPLD
Showing 8 of 9 quarters