JPMorgan Limited Duration Bond ETF (JPLD) ETF

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About

No description available.

Exchange: ARCX
Inception: 1993-02-02
Has Options: No

Fund profile

holdings as of Oct 20, 2026issuer datathrough May 2026flows, SEC filings

Taxable Bond Short-Term Bond#8 of 52 by assets JPMorgan Actively managed

Expense ratio: 0.24%
Assets: $4.1B
Trailing yield: 4.34%
Average daily volume: $27M
Holdings: 786
Listed: Jul 28, 2023
Net asset value: $51.37
30-day SEC yield: 4.71%
Return on NAV, 1 year: +2.3%
Distributions, 12 months: $2.23 a share
Closure risk, 12 months: 0.2%

FrenzyCap ETF score

79

how it is built

Cost56

Liquidity81

Scale97

Diversification100

Moves with. Long Treasuries (28% of its variance, beta 0.10); US dollar (3% of its variance, beta -0.03). These factors explain 36% of its daily moves over the last year.

Stated objective. The Fund seeks a high level of current income consistent with low volatility of principal. (from the fund's prospectus)

All 786 holdings Flow history Overlap tool All Short-Term Bond ETFs

Fund flows

daily as of Oct 19, 2026issuer datathrough May 2026SEC filings

Oct 19, 2026: +$10M
Latest 5 trading days: +$27M
Year to date: +$27M

Each day

Net creations of JPLD by day, Oct 12, 2026 to Oct 19, 2026
Day	Net flow
Oct 19, 2026	+$10M
Oct 16, 2026	+$16M
Oct 15, 2026	$0
Oct 14, 2026	$0
Oct 13, 2026	$0
Oct 12, 2026	$0

Daily figures are the change in shares outstanding times net asset value, both as the issuer publishes them each day.

May 2026: +$52M
Latest 3 months: +$274M
Latest 12 months: +$2.6B

View as a table

Net flows of JPLD by month, Jun 2025 to May 2026
Month	Net flow
May 2026	+$52M
Apr 2026	+$17M
Mar 2026	+$205M
Feb 2026	+$360M
Jan 2026	+$174M
Dec 2025	$0
Nov 2025	+$31M
Oct 2025	+$91M
Sep 2025	+$694M
Aug 2025	+$95M
Jul 2025	+$341M
Jun 2025	+$552M

Net creations and redemptions from the fund's SEC filings, which become public about 60 days after each quarter. Every month since 36 months ago

Similar funds

Fund	Overlap	Fee	Assets	1Y
BSVVanguard Short-Term Bond ETF	—	0.03%	$45.5B	−3.3%	compare
VCSHVanguard Short-Term Corporate Bond ETF	—	0.03%	$43.9B	−3.3%	compare
IGSBiShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF	—	0.04%	$23.4B	−3.3%	compare
SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF	—	0.04%	$11.2B	−2.3%	compare
DFSDDimensional Short-Duration Fixed Income ETF	—	0.16%	$7.3B	−3.8%	compare

The largest other funds in the Short-Term Bond category.

Under the hood

fiscal year to Feb 28, 2026SEC census

Authorized participants: 4 active
Created · redeemed: $2.5B · $14M
Redemptions in kind: 0%
Creation unit: 20,000
Securities lending: authorized, none lent

From the fund's annual census filing with the SEC. In-kind redemptions are what let an ETF shed appreciated securities without realising gains.

ETF Profile

holdings as of 2026-10-21

Holdings

788

AUM

$4.1B

Provider

JPMorgan

Inception

2023-07-28

Exchange

ARCX

Data As Of

2026-10-21

Expense Ratio

0.24%

Dividend Yield

4.34%

Distribution

Monthly

Recent distributions

Ex-Date	Pay Date	Amount	Type
2026-10-01	2026-10-05	$0.1988	CD
2026-09-01	2026-09-03	$0.1891	CD
2026-08-03	2026-08-05	$0.1889	CD
2026-07-01	2026-07-06	$0.1828	CD
2026-06-01	2026-06-03	$0.1847	CD
2026-05-01	2026-05-05	$0.1872	CD

Asset Allocation

Top Holdings

top 50 of 788 holdings

Symbol	Name	Weight %	Asset Class	Country
—	UNITED 4.375% 09/29	3.64%	Treasury	US
—	JPMORGAN PRIME MONEY	1.93%	Cash/Money Market	US
—	UNITED STATES 3.5% 01/28	1.86%	Treasury	US
—	UNITED 3.625% 08/27	1.16%	Treasury	US
—	UNITED 3.375% 02/28	1.14%	Treasury	US
—	UNITED 3.375% 11/27	1.07%	Treasury	US
—	PROGRESS 3.85% 10/42	0.71%	MBS/ABS	US
—	FNMA REMICS FLT 03/54	0.68%	MBS/ABS	US
—	FNMA MORTPASS 4.46% 05/30	0.63%	MBS/ABS	US
—	UMBS MORTPASS 5.5% 03/55	0.60%	MBS/ABS	US
—	CONNECTICUT FLT 07/44	0.59%	MBS/ABS	US
—	UNITED 4.125% 06/28	0.57%	Treasury	US
—	UMBS MORTPASS 5% 06/40	0.56%	MBS/ABS	US
—	UMBS MORTPASS 6% 01/55	0.55%	MBS/ABS	US
—	PROGRESS 3% 06/41	0.55%	MBS/ABS	US
—	UMBS MORTPASS 5.5% 01/41	0.54%	MBS/ABS	US
—	UMBS MORTPASS 6% 11/53	0.53%	MBS/ABS	US
—	UMBS MORTPASS 6% 07/53	0.45%	MBS/ABS	US
—	UMBS MORTPASS 5.5% 12/55	0.45%	MBS/ABS	US
—	UMBS MORTPASS 5.5% 11/53	0.42%	MBS/ABS	US
—	UMBS MORTPASS 5% 08/40	0.42%	MBS/ABS	US
—	DRIVE AUTO 4.14% 09/32	0.42%	MBS/ABS	US
—	CONNECTICUT FLT 03/42	0.41%	MBS/ABS	US
—	CREDIT 4.5% 11/35	0.41%	MBS/ABS	US
—	CITIGROUP INC VAR 03/29	0.41%	Corporate Bond	US
—	UMBS MORTPASS 5.5% 07/40	0.40%	MBS/ABS	US
—	AMERICAN 4.95% 07/32	0.40%	MBS/ABS	US
—	FHLMC REMICS 5% 08/50	0.40%	MBS/ABS	US
—	GNMA II 4.5% 02/55	0.40%	MBS/ABS	US
—	UMBS MORTPASS 6% 01/53	0.38%	MBS/ABS	US
—	UMBS MORTPASS 5.5% 06/55	0.38%	MBS/ABS	US
—	UMBS MORTPASS 5% 12/39	0.36%	MBS/ABS	US
—	LCM 34 LTD 34A FLT 10/34	0.36%	MBS/ABS	KY
—	UMBS MORTPASS 5.5% 09/53	0.36%	MBS/ABS	US
—	WIND RIVER FLT 01/35	0.36%	MBS/ABS	KY
—	MORGAN STANLEY VAR 02/30	0.36%	Corporate Bond	US
—	WESTLAKE 4.85% 01/31	0.36%	MBS/ABS	US
—	UMBS MORTPASS 6% 12/53	0.35%	MBS/ABS	US
—	UMBS MORTPASS 6% 01/53	0.35%	MBS/ABS	US
—	DRYDEN 86 CLO FLT 07/34	0.35%	MBS/ABS	KY
—	GNMA 2025-41 KF FLT 03/55	0.34%	MBS/ABS	US
—	HERTZ VEHICLE 5.06% 12/29	0.34%	MBS/ABS	US
—	CPS AUTO 4.91% 10/31	0.34%	MBS/ABS	US
—	UMBS MORTPASS 5.5% 03/53	0.32%	MBS/ABS	US
—	AMSR 4.15% 11/41	0.32%	MBS/ABS	US
—	BANK OF AMERICA VAR 05/29	0.32%	Corporate Bond	US
—	UBS GROUP AG VAR 12/29	0.32%	Corporate Bond	CH
—	BANCO 4.6% 04/29	0.31%	Corporate Bond	ES
—	CPS AUTO 6.22% 10/30	0.31%	MBS/ABS	US
—	LENDMARK FUNDING 2% 04/32	0.30%	MBS/ABS	US

Geographic Breakdown

Non-Equity Breakdown

JPMorgan Limited Duration Bond ETF · NPORT-P period 2026-05-31 (filed 2026-07-28)

Net assets: $3.83B · 711 total positions · equity 0.00% · non-equity 99.64%

Non-equity holdings — 711 positions, 99.64% of NAV

Category	Weight	Value	Positions
ABS-O	39.20%	$1.50B	306
Mortgage-backed (US Govt-Sponsored Entity)	24.17%	$925.3M	168
US Treasury	9.90%	$379.1M	7
Corporate	9.57%	$366.3M	46
Mortgage-backed (Corporate)	8.77%	$335.7M	126
CBO/CDO (Corporate)	3.49%	$133.7M	22
Mortgage-backed (US Govt Agency)	3.11%	$118.9M	29
Short-term investment	1.46%	$55.7M	2
Derivative (interest rate)	-0.03%	$-1053891	5

Summary

—

composite

—

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart

Seasonality

Month	'23	'24	'25	'26	Avg
Jan	--	0.80%	0.49%	0.64%	0.64%
Feb	--	-0.03%	0.99%	0.57%	0.51%
Mar	--	0.45%	0.21%	-0.62%	0.01%
Apr	--	-0.02%	0.29%	0.48%	0.25%
May	--	1.01%	0.46%	0.15%	0.54%
Jun	--	0.54%	0.89%	0.35%	0.59%
Jul	0.00%	1.27%	0.31%	0.24%	0.46%
Aug	0.30%	0.66%	0.58%	0.18%	0.43%
Sep	0.06%	0.73%	0.51%	-0.64%	0.16%
Oct	0.52%	-0.48%	0.29%	0.45%*	0.20%
Nov	1.13%	0.72%	0.41%	--	0.75%
Dec	0.78%	-0.19%	0.13%	--	0.24%
Total	2.82%	5.58%	5.70%	1.81%	3.98%

* Only 4 year(s) of data available.

Technical Indicators

? Indicator Guide

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators

SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
+DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.

Momentum Oscillators

RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility

Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
ATR / True Range — average daily $ move; sizing and stop-loss reference.
HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $51.38

SMA 50: $51.65

SMA 200: $52.08

Current: $51.48

EMA 12: $51.42

EMA 26: $51.46

MACD: -0.0465 | Signal: 0.0344

BEARISH

ADX (14): 35.14

TREND

+DI: 17.37

−DI: 27.57

Momentum Oscillators

RSI (14): 51.03

NEUTRAL

Stoch %K: 83.51

Stoch %D: 85.56

Williams %R: -16.67

Volume & Volatility

BB Upper: $51.53

BB Lower: $51.22

NEUTRAL

OBV: 17,697,354

Vol SMA 20: 537,556

Vol ROC: 74.29%

ATR: $0.10

True Range: $0.11

HV 20: 1.8%

HV 30: 1.9%

HV 60: 2.0%

Data Summary

Data Points: 500

Last Updated: Oct 21, 5:15 PM ET

Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00

AI Analysis

LLM Stock Analysis Report: JPLD

Executive Summary

BULLISH (Confidence Level: 6/10)

Key drivers:

Technical momentum is neutral, with RSI indicating a slightly oversold market
Volatility is low, suggesting reduced risk
Recent positive news sentiment supports the stock's price action

Primary risks:

A potential breakdown below $51.97 could trigger a more significant sell-off
Earnings expectations are uncertain, which may impact short-term price movement

Investment thesis: JPLD has a strong technical foundation and recent positive market momentum, suggesting it may be poised for further gains.

Recent news sentiment impact: The positive headline about ETF flows in July contributes to the bullish outlook.

Technical Analysis

Trend Direction: Short-term trend is neutral, with medium- and long-term trends favoring an uptrend.

Support/Resistance Levels: Key support levels include $51.97 (lower Bollinger Band) and $52.13 (SMA 20). Resistance lies at $52.28 (upper Bollinger Band).

Momentum Signals:

RSI: Neutral, with a value of 53.13
MACD: Bearish momentum persists, with the histogram still in negative territory
Bollinger Bands: The price is trading within the middle band, indicating a neutral signal

Volume Analysis: Volume trends suggest institutional interest and a moderate level of buying pressure.

News & Sentiment Analysis

Recent Headlines Summary: A positive news headline about ETF flows in July suggests a more balanced market rally.

Sentiment Assessment: The overall sentiment is POSITIVE, aligning with the recent price action.

Catalyst Identification: No upcoming earnings or product launches are scheduled to impact the stock's short-term price movement.

Market Narrative: The positive news sentiment supports the stock's technical signals and suggests a continued uptrend.

Risk & Volatility Assessment

Beta Interpretation: JPLD has a low beta of 0.02, indicating reduced risk compared to the broader market.

Volatility Regime: Current volatility is low, with an HV30 of 1.8%.

Options Market Signals: No options data available.

Downside Protection: The price is trading above the lower Bollinger Band and SMA 20 support levels, providing some downside protection.

Market Context & Positioning

Sector Performance: JPLD's sector is performing relatively well, with a strong uptrend in recent weeks.

Institutional Activity: Institutional interest is moderate, as suggested by volume trends.

Correlation Analysis: The stock's correlation to the broader market (R-squared) is 0.10, indicating low correlation and reduced risk.

Relative Valuation: JPLD is trading within its historical range, suggesting it may be fairly valued.

Key Levels & Action Items

Critical Price Levels: Support at $51.97 and resistance at $52.28 are key levels to monitor.

Breakout/Breakdown Levels: A breakdown below $51.97 could trigger a more significant sell-off, while a breakout above $52.28 could lead to further gains.

Time-Sensitive Catalysts: No upcoming earnings or product launches are scheduled to impact the stock's short-term price movement.

Risk Management: Stop-loss levels and position sizing considerations should be based on the support and resistance levels outlined above.

Generated May 27, 5:16 PM ET

News

All JPLD news →

Filter Publishers:

MarketWatchT3·39mo ago

ETF flows in July point to a more balanced stock-market rally as mid- and small-cap funds start to outperform first-half winners

General

Earnings History

Earnings calendar: this week’s reports with expected vs actual moves →

JPLD Options Activity & IV Rank

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Options Chain

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Spread Scanner GPU

Auto Refresh

? Score Guide Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)

Group 1 · Directional Bias (±0.25)

RSI <40 bullish / >60 bearish
MACD crossover + histogram trend
Price vs SMA 50 & SMA 200

Group 2 · Momentum (±0.10)

Stochastic %K <20 / >80
Williams %R <−80 / >−20

Group 3 · Volatility (up to −0.25 / +0.15)

Blended ATR + straddle expected-move penalty
Bollinger Band signal (+ counter-trend penalty)
BB width — vol contraction boost for ICs

Group 4 · IV Regime (±0.15)

IV rank ≥ 75 → strong boost for credit spreads
IV rank < 25 → penalty (selling cheap vol)

Group 5 · Liquidity (penalty up to −0.10)

Min open interest across all legs
OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning

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Loading dealer positioning…

Skew (Wing IV − ATM IV)

DTE:

Wing Δ:

Metric:

? What do these mean

Wing vs ATM

IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.

Risk Reversal

IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.

Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.

14 DTE / 10d —

— pts

ATM — / Wing —

30 DTE / 10d —

— pts

ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Skew Metrics per Expiry ? Guide

Risk Reversal (RR)

IV(10% OTM call) − IV(10% OTM put)

Measures the direction of skew — which side the market is paying up for. Expressed as a vol difference in percentage points.

−3% to −10% → mild to moderate put skew. Normal for most large-cap stocks — puts always carry some premium from portfolio hedging demand.
−10% to −20% → strong put skew. Elevated fear, heavy hedging, or an upcoming catalyst (earnings, macro event). Worth noting.
Below −20% → extreme put skew. Stress signal — market aggressively buying downside protection.
−3% to 0% → nearly symmetric. Rare for equities; means the market sees roughly equal up/down risk.
Positive → calls more expensive than puts. Unusual — signals strong upside momentum, short squeeze risk, or takeover speculation.

Butterfly (BF)

½ × (IV call + IV put) − IV ATM

Measures curvature — how much the wings are bid up relative to ATM. Always expressed as a positive number (wing premium). Think of it as the cost of a tail hedge above and beyond the ATM vol.

0% to 2% → flat smile. Market pricing near-normal return distribution, low tail risk.
2% to 5% → moderate wing premium. Some tail risk priced in — typical in earnings cycles or elevated VIX environments.
Above 5% → high curvature. Fat tails aggressively priced — market expects a large move but is uncertain of direction. Very common right before earnings.

Reading them together

RR	BF	Interpretation
-15%	+5%	Strong put skew + fat tails — fear or upcoming catalyst (earnings, FDA)
-5%	+1%	Normal mild put skew, calm market
-20%	+8%	Extreme fear — heavy hedging, major event risk
~0%	+2%	Balanced market, no strong directional bias
+5%	+3%	Call skew — bullish momentum or short squeeze risk

Expiry	DTE	ATM IV	25d Put IV	25d Call IV	Risk Reversal	Butterfly	Interpretation	Strategy Suggestions (hover for rationale)

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)

IV Rank (30 DTE)

Straddle Price (30 DTE)

Beta Analysis

Risk Metrics

Beta: 0.0289

Alpha: -2.50%

Correlation: 0.1891

R-Squared: 3.6%

Stock Volatility: 1.9%

Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days

Interpretation:
Low volatility - stock moves less than market

Beta & Alpha Over Time

Notable investors who own JPLD

Investor	Value	Share of their portfolio	Rank	Q/Q shares	Source

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

JPLD Institutional Ownership (13F)

Latest filings — 2026-09-30

? 13F Guide

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

Shares — long equity positions in this name, aggregated across share classes.
Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
% of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

172 filers64,147,712 shares$3.35B value

#	Filer	Shares	Value	% of Total	% of Float	Period
1	JPMorgan Chase & Co Custodian	43,927,253	$2.29B	68.51%	—	2026-06-30
2	FMR LLC Custodian	2,401,346	$125.33M	3.74%	—	2026-06-30
3	CAPTRUST FINANCIAL ADVISORS	1,569,546	$81.91M	2.45%	—	2026-06-30
4	Morgan Stanley Custodian	1,528,082	$79.75M	2.38%	—	2026-06-30
5	M&T Bank Corp Custodian	1,114,155	$58.15M	1.74%	—	2026-06-30
6	LPL Financial LLC Custodian	1,040,372	$54.30M	1.62%	—	2026-06-30
7	Schiavi & Co LLC	972,807	$50.77M	1.52%	—	2026-06-30
8	Composition Wealth, LLC	970,536	$50.65M	1.51%	—	2026-06-30
9	UBS Group AG Custodian	908,104	$47.39M	1.42%	—	2026-06-30
10	Wealthquest Corp	696,093	$36.33M	1.09%	—	2026-06-30
11	MBM WEALTH CONSULTANTS, LLC	513,387	$26.79M	0.80%	—	2026-06-30
12	Bank of America Corp Custodian	399,217	$20.84M	0.62%	—	2026-06-30
13	Spinnaker Investment Group, LLC	387,951	$19.94M	0.60%	—	2026-09-30
14	Scott Capital Advisors, LLC	349,091	$17.90M	0.54%	—	2026-09-30
15	Choice Wealth Advisors LLC	328,320	$16.88M	0.50%	—	2026-09-30
16	Jones Financial Companies LLLP Custodian	297,241	$15.52M	0.46%	—	2026-06-30
17	Essential Planning, LLC.	296,964	$15.50M	0.46%	—	2026-06-30
18	TD Capital Management LLC	273,341	$14.27M	0.43%	—	2026-06-30
19	Per Stirling Capital Management, LLC.	263,352	$13.74M	0.41%	—	2026-06-30
20	Intellus Advisors LLC	244,244	$12.75M	0.38%	—	2026-06-30
21	Raymond James Financial, Inc. Custodian	235,613	$12.30M	0.37%	—	2026-06-30
22	FMA Wealth Management, LLC	233,539	$12.19M	0.36%	—	2026-06-30
23	HighTower Advisors, LLC	211,649	$11.05M	0.33%	—	2026-06-30
24	Wealth Advisors of Tampa Bay, LLC	192,111	$10.03M	0.30%	—	2026-06-30
25	OakTrust Wealth Advisors, LLC	184,590	$9.63M	0.29%	—	2026-06-30

#	Filer	Notional Value	% of Total	Period

#	Filer	Notional Value	% of Total	Period

JPLD Insider Trading (Form 4)

Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.

Filed	Reporter	Role	Action	Shares	Avg Price	Net $	Link

Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

JPLD Proposed Insider Sales (Form 144)

Recent SEC Filings

Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).

Filing Date	Accession	Link

Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.

Filing Date	Accession	Link

Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.

Filing Date	Accession	Link

ETF Holders

#	ETF	Provider	Weight	$ Exposure	ETF AUM	As Of

Fundamentals

? Fundamentals Guide

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics

Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.

How to read the bars

Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
YoY growth — compare to the same quarter a year earlier to remove seasonality.
Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Valuation

? Valuation Guide

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples

P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
EV/Sales — like P/S but accounts for debt + cash. Compare within sector.

Profitability & Yields

ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.

Balance Sheet

Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.

Reading the history chart

Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
Multiples expanding while earnings are flat = sentiment-driven rally.
Multiples compressing while earnings grow = value coming from fundamentals.

Metric:

Short Interest & Float

? Short Interest Guide

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions

Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
SI % of Float — short interest / free float. The key crowding metric.
Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
Free Float — shares available for public trading (total shares minus insider / restricted).
Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.

How to read the signals

SI % of Float < 5% — typical, no particular signal.
5–15% — elevated; watch for catalysts (earnings, guidance, macro).
15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
>30% — extreme; borrow is likely expensive and squeeze risk is material.
Days to Cover > 5 combined with high SI% amplifies squeeze potential.

History chart

Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Metric:

Constituent Performance

Select Timeframe:

Click any bar to view the full quote for that stock.

Constituents

Symbol	Name	Weight %	Price	1 Day	1 Week	1 Month

JPLD JPMorgan Limited Duration Bond ETF