BlueStem Wealth Partners’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
$308K Sell
5,902
-1,080
-15% -$56.4K 0.04% 83
2025
Q1
$363K Sell
6,982
-155,228
-96% -$8.07M 0.05% 70
2024
Q4
$8.36M Buy
+162,210
New +$8.36M 1.1% 16