Turning Point Benefit Group’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Turning Point Benefit 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
2026 Q2	$4M	Buy	+76,806	New	+$4M	1.72%	19

Other funds holding JPLD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

MMA

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

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Turning Point Benefit Group's JPLD Position: Q2 2026 in Review

Turning Point Benefit Group opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2026: 76,806 shares worth $4M. The stake represents 1.72% of the portfolio and ranks #19 among its holdings.

161 funds tracked by Wall St. Rank hold JPLD as of Q2 2026.

Turning Point Benefit Group held 76,806 shares of JPMorgan Limited Duration Bond ETF worth $4M as of Q2 2026.
JPMorgan Limited Duration Bond ETF was a new Turning Point Benefit Group position in Q2 2026.
JPMorgan Limited Duration Bond ETF made up 1.72% of Turning Point Benefit Group's portfolio in Q2 2026, its #19 holding.
161 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.