Creative Planning
JPLD icon

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
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return