Action Point Financial Planning’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Action Point Financial Planning’s Portfolio JPLD Stock Details JPLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.4K	Buy	+296	New	+$15.4K	﹤0.01%	1249

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Action Point Financial Planning's JPLD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 296 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings.

161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Action Point Financial Planning held 296 shares of JPMorgan Limited Duration Bond ETF worth $15.4K as of Q2 2026.
JPMorgan Limited Duration Bond ETF was a new Action Point Financial Planning position in Q2 2026.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1249 holding.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.