GPS Wealth Strategies Group’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

GPS Wealth Strategies Group’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	–	Sell	-104	Closed	-$5.46K	–	1106
2025 Q3	$5.46K	Buy	104 +1	+1%	+$52	﹤0.01%	1238
2025 Q2	$5.38K	Buy	103 +1	+1%	+$52	﹤0.01%	1184
2025 Q1	$5.29K	Buy	102 +1	+1%	+$52	﹤0.01%	1138
2024 Q4	$5.19K	Buy	+101	New	+$5.22K	﹤0.01%	1084

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

GPS Wealth Strategies Group's JPLD Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q4 2025, closing a stake of 104 shares — an estimated $5.46K sold.

GPS Wealth Strategies Group first reported a position in JPLD in Q4 2024 and held it in 4 quarters. The position peaked at $5.46K in Q3 2025. 124 funds tracked by Wall St. Rank hold JPLD as of Q4 2025.

GPS Wealth Strategies Group reported no remaining JPMorgan Limited Duration Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 104 JPMorgan Limited Duration Bond ETF shares in Q4 2025, an estimated $5.46K.
GPS Wealth Strategies Group first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and held it in 4 quarters.
GPS Wealth Strategies Group's JPMorgan Limited Duration Bond ETF position peaked at $5.46K in Q3 2025.
124 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.