PPL
JPLD icon

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

Planning Project LLC’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 		$696K Buy
+13,393
New +$698K 0.14% 21
2025
Q4 		$1.05M Buy
+20,135
New +$1.06M 0.26% 15

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 29.18% 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

Planning Project LLC's JPLD Position: Q2 2026 in Review

Planning Project LLC opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 13,393 shares worth $696K. The stake represents 0.14% of the portfolio and ranks #21 among its holdings. This is a return to the name: Planning Project LLC previously reported a position in JPLD as recently as Q4 2025.

Planning Project LLC first reported a position in JPLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.05M in Q4 2025. 163 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

  • Planning Project LLC held 13,393 shares of JPMorgan Limited Duration Bond ETF worth $696K as of Q2 2026.
  • JPMorgan Limited Duration Bond ETF was a new Planning Project LLC position in Q2 2026.
  • JPMorgan Limited Duration Bond ETF made up 0.14% of Planning Project LLC's portfolio in Q2 2026, its #21 holding.
  • Planning Project LLC first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Planning Project LLC's JPMorgan Limited Duration Bond ETF position peaked at $1.05M in Q4 2025.
  • 163 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Planning Project LLC's 13F filing for Q2 2026, filed 1 Sep 2026.