Carson Wealth (CWM LLC)’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 | $7K | Hold |
126
| – | – | ﹤0.01% | 4452 |
|
|
2025
Q1 | $7K | Hold |
126
| – | – | ﹤0.01% | 4285 |
|
|
2024
Q4 | $6K | Hold |
126
| – | – | ﹤0.01% | 4120 |
|
|
2024
Q3 | $7K | Hold |
126
| – | – | ﹤0.01% | 3947 |
|
|
2024
Q2 | $6K | Hold |
126
| – | – | ﹤0.01% | 3781 |
|
|
2024
Q1 | $6K | Hold |
126
| – | – | ﹤0.01% | 3581 |
|
|
2023
Q4 | $6K | Hold |
126
| – | – | ﹤0.01% | 3434 |
|
|
2023
Q3 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 3373 |
|