Creative Financial Designs’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Creative Financial Designs’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	$48.6K	Buy	931 +19	+2%	+$990	﹤0.01%	1018
2026 Q1	$47.6K	Buy	912 +114	+14%	+$5.98K	﹤0.01%	917
2025 Q4	$41.8K	Sell	798 -62	-7%	-$3.25K	﹤0.01%	924
2025 Q3	$45.1K	Buy	860 +9	+1%	+$470	﹤0.01%	883
2025 Q2	$44.5K	Buy	851 +9	+1%	+$466	﹤0.01%	900
2025 Q1	$43.8K	Buy	842 +9	+1%	+$466	﹤0.01%	863
2024 Q4	$42.9K	Sell	833 -57	-6%	-$2.94K	﹤0.01%	831
2024 Q3	$46.4K	Buy	+890	New	+$46K	﹤0.01%	794

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 29.18% 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

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

Creative Financial Designs's JPLD Position: Q2 2026 in Review

Creative Financial Designs increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 2.1% in Q2 2026, buying an estimated $990 and bringing the position to 931 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Creative Financial Designs first reported a position in JPLD in Q3 2024 and has held it in 8 quarters since. 163 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Creative Financial Designs held 931 shares of JPMorgan Limited Duration Bond ETF worth $48.6K as of Q2 2026.
Creative Financial Designs bought 19 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $990.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1018 holding.
Creative Financial Designs first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 8 quarters since.
163 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.