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

Essential 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 		$15.5M Buy
296,964
+68,107
+30% +$3.55M 4.38% 6
2026
Q1 		$11.9M Buy
228,857
+67,141
+42% +$3.52M 3.8% 6
2025
Q4 		$8.46M Buy
161,716
+64,756
+67% +$3.39M 2.7% 8
2025
Q3 		$5.09M Buy
96,960
+43,870
+83% +$2.29M 1.75% 15
2025
Q2 		$2.77M Buy
53,090
+14,660
+38% +$759K 1.03% 20
2025
Q1 		$2M Sell
38,430
-831,019
-96% -$43M 0.81% 19
2024
Q4 		$44.9M Buy
869,449
+858,625
+7,933% +$44.4M 0.29% 32
2024
Q3 		$564K Buy
+10,824
New +$560K 0.23% 42

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Essential Planning's JPLD Position: Q2 2026 in Review

Essential Planning increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 30% in Q2 2026, buying an estimated $3.55M and bringing the position to 296,964 shares worth $15.5M. The position accounts for 4.38% of the portfolio, ranked #6.

Essential Planning first reported a position in JPLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $44.9M in Q4 2024. 161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Essential Planning held 296,964 shares of JPMorgan Limited Duration Bond ETF worth $15.5M as of Q2 2026.
  • Essential Planning bought 68,107 JPMorgan Limited Duration Bond ETF shares in Q2 2026, an estimated $3.55M.
  • JPMorgan Limited Duration Bond ETF made up 4.38% of Essential Planning's portfolio in Q2 2026, its #6 holding.
  • Essential Planning first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Essential Planning's JPMorgan Limited Duration Bond ETF position peaked at $44.9M in Q4 2024.
  • 161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.