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

XY Planning Network’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
-8,359
Closed -$437K – 252
2025
Q3 		$437K Hold
8,359
– – 0.15% 118
2025
Q2 		$437K Buy
+8,359
New +$433K 0.15% 118

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Bank of America
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

XY Planning Network's JPLD Position: Q4 2025 in Review

XY Planning Network sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q4 2025, closing a stake of 8,359 shares — an estimated $437K sold.

XY Planning Network first reported a position in JPLD in Q2 2025 and held it in 2 quarters. The position peaked at $437K in Q3 2025. 124 funds tracked by Wall St. Rank hold JPLD as of Q4 2025.

  • XY Planning Network reported no remaining JPMorgan Limited Duration Bond ETF position as of Q4 2025 after selling out during the quarter.
  • XY Planning Network sold 8,359 JPMorgan Limited Duration Bond ETF shares in Q4 2025, an estimated $437K.
  • XY Planning Network first reported a position in JPMorgan Limited Duration Bond ETF in Q2 2025 and held it in 2 quarters.
  • XY Planning Network's JPMorgan Limited Duration Bond ETF position peaked at $437K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q4 2025.

Based on XY Planning Network's 13F filing for Q4 2025, filed 26 Jan 2026.