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
2025 Q4	$1.05M	Buy	+20,135	New	+$1.06M	0.26%	15

Other funds holding JPLD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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 $445B AUM 25.58% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

MWC

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

Planning Project LLC's JPLD Position: Q4 2025 in Review

Planning Project LLC opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q4 2025: 20,135 shares worth $1.05M. The stake represents 0.26% of the portfolio and ranks #15 among its holdings.

124 funds tracked by Wall St. Rank hold JPLD as of Q4 2025.

Planning Project LLC held 20,135 shares of JPMorgan Limited Duration Bond ETF worth $1.05M as of Q4 2025.
JPMorgan Limited Duration Bond ETF was a new Planning Project LLC position in Q4 2025.
JPMorgan Limited Duration Bond ETF made up 0.26% of Planning Project LLC's portfolio in Q4 2025, its #15 holding.
124 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.