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

Creative 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	$490K	Buy	9,390 +141	+2%	+$7.35K	﹤0.01%	3203
2026 Q1	$483K	Buy	9,249 +1,012	+12%	+$53.1K	﹤0.01%	3058
2025 Q4	$431K	Buy	8,237 +221	+3%	+$11.6K	﹤0.01%	2965
2025 Q3	$421K	Buy	8,016 +2,000	+33%	+$104K	﹤0.01%	2864
2025 Q2	$314K	Hold	6,016	–	–	﹤0.01%	2860
2025 Q1	$313K	Hold	6,016	–	–	﹤0.01%	2719
2024 Q4	$310K	Hold	6,016	–	–	﹤0.01%	2635
2024 Q3	$314K	Hold	6,016	–	–	﹤0.01%	2478
2024 Q2	$308K	Hold	6,016	–	–	﹤0.01%	2323
2024 Q1	$306K	Hold	6,016	–	–	﹤0.01%	2235
2023 Q4	$304K	Hold	6,016	–	–	﹤0.01%	2079
2023 Q3	$300K	Buy	+6,016	New	+$300K	﹤0.01%	1945

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

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

Creative Planning's JPLD Position: Q2 2026 in Review

Creative Planning increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 1.5% in Q2 2026, buying an estimated $7.35K and bringing the position to 9,390 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #3203.

Creative Planning first reported a position in JPLD in Q3 2023 and has held it in 12 quarters since. 162 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Creative Planning held 9,390 shares of JPMorgan Limited Duration Bond ETF worth $490K as of Q2 2026.
Creative Planning bought 141 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $7.35K.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3203 holding.
Creative Planning first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 12 quarters since.
162 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.