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

Planning Directions’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 		$216K Buy
4,145
+42
+1% +$2.2K 0.11% 98
2025
Q4 		$215K Buy
+4,103
New +$215K 0.11% 96

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B 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 $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B 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 $666B 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

Planning Directions's JPLD Position: Q1 2026 in Review

Planning Directions increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 1% in Q1 2026, buying an estimated $2.2K and bringing the position to 4,145 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #98.

Planning Directions first reported a position in JPLD in Q4 2025 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

  • Planning Directions held 4,145 shares of JPMorgan Limited Duration Bond ETF worth $216K as of Q1 2026.
  • Planning Directions bought 42 JPMorgan Limited Duration Bond ETF shares in Q1 2026, an estimated $2.2K.
  • JPMorgan Limited Duration Bond ETF made up 0.11% of Planning Directions's portfolio in Q1 2026, its #98 holding.
  • Planning Directions first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.