Global Retirement Partners’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Global Retirement Partners’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
2025 Q4	$15.9K	Buy	303 +2	+0.7%	+$105	﹤0.01%	2966
2025 Q3	$15.8K	Sell	301 -323	-52%	-$16.9K	﹤0.01%	2502
2025 Q2	$32.6K	Buy	+624	New	+$32.3K	﹤0.01%	2016
2024 Q4	$20K	Buy	388 +4	+1%	+$207	﹤0.01%	2085
2024 Q3	$20K	Buy	384 +351	+1,064%	+$18.1K	﹤0.01%	1997
2024 Q2	$1.7K	Hold	33	–	–	﹤0.01%	3029
2024 Q1	$1.67K	Hold	33	–	–	﹤0.01%	2816
2023 Q4	$1.65K	Buy	33 +1	+3%	+$50	﹤0.01%	2739
2023 Q3	$1.59K	Buy	+32	New	+$1.6K	﹤0.01%	2617

Other funds holding JPLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MWC

MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

Global Retirement Partners's JPLD Position: Q4 2025 in Review

Global Retirement Partners increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 0.66% in Q4 2025, buying an estimated $105 and bringing the position to 303 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

Global Retirement Partners first reported a position in JPLD in Q3 2023 and has held it in 9 quarters since. The position peaked at $32.6K in Q2 2025. 124 funds tracked by Wall St. Rank hold JPLD as of Q4 2025.

Global Retirement Partners held 303 shares of JPMorgan Limited Duration Bond ETF worth $15.9K as of Q4 2025.
Global Retirement Partners bought 2 JPMorgan Limited Duration Bond ETF shares in Q4 2025, an estimated $105.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2966 holding.
Global Retirement Partners first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and has held it in 9 quarters since.
Global Retirement Partners's JPMorgan Limited Duration Bond ETF position peaked at $32.6K in Q2 2025.
124 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.