Allworth Financial’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8K | Hold |
723
| – | – | ﹤0.01% | 2110 |
|
|
2025
Q1 | $37.5K | Hold |
723
| – | – | ﹤0.01% | 1693 |
|
|
2024
Q4 | $37.3K | Sell |
723
-193
| -21% | -$9.96K | ﹤0.01% | 1722 |
|
|
2024
Q3 | $47.8K | Hold |
916
| – | – | ﹤0.01% | 1436 |
|
|
2024
Q2 | $47K | Sell |
916
-289
| -24% | -$14.8K | ﹤0.01% | 1414 |
|
|
2024
Q1 | $61.4K | Hold |
1,205
| – | – | ﹤0.01% | 1221 |
|
|
2023
Q4 | $61K | Hold |
1,205
| – | – | ﹤0.01% | 1121 |
|
|
2023
Q3 | $60.1K | Buy |
+1,205
| New | +$60.1K | ﹤0.01% | 1057 |
|