CAPTRUST Financial Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
32,146
-5,231
| -14% | -$273K | ﹤0.01% | 1060 |
|
|
2025
Q1 | $1.94M | Sell |
37,377
-11,690
| -24% | -$608K | ﹤0.01% | 920 |
|
|
2024
Q4 | $2.53M | Sell |
49,067
-7,659
| -14% | -$395K | 0.01% | 785 |
|
|
2024
Q3 | $2.96M | Sell |
56,726
-10,508
| -16% | -$548K | 0.01% | 706 |
|
|
2024
Q2 | $3.44M | Sell |
67,234
-562,813
| -89% | -$28.8M | 0.01% | 613 |
|
|
2024
Q1 | $32.1M | Buy |
630,047
+138,750
| +28% | +$7.07M | 0.12% | 156 |
|
|
2023
Q4 | $24.9M | Buy |
+491,297
| New | +$24.9M | 0.09% | 196 |
|