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 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 $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Financial Designs's JPLD Position: Q1 2026 in Review

Creative Financial Designs increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 14% in Q1 2026, buying an estimated $5.98K and bringing the position to 912 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Creative Financial Designs first reported a position in JPLD in Q3 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

Creative Financial Designs held 912 shares of JPMorgan Limited Duration Bond ETF worth $47.6K as of Q1 2026.
Creative Financial Designs bought 114 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $5.98K.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #917 holding.
Creative Financial Designs first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.