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Colonial Trust’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Colonial Trust’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
2024
Q2 		– Sell
-25
Closed -$1.27K – 1002
2024
Q1 		$1.27K Hold
25
– – ﹤0.01% 956
2023
Q4 		$1.26K Buy
+25
New +$1.25K ﹤0.01% 928

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
WAOTB
Wealth Advisors of Tampa Bay Tampa, Florida $302M AUM 26.95% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Colonial Trust's JPLD Position: Q2 2024 in Review

Colonial Trust sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q2 2024, closing a stake of 25 shares — an estimated $1.27K sold.

Colonial Trust first reported a position in JPLD in Q4 2023 and held it in 2 quarters. The position peaked at $1.27K in Q1 2024. 45 funds tracked by Wall St. Rank hold JPLD as of Q2 2024.

  • Colonial Trust reported no remaining JPMorgan Limited Duration Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust sold 25 JPMorgan Limited Duration Bond ETF shares in Q2 2024, an estimated $1.27K.
  • Colonial Trust first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2023 and held it in 2 quarters.
  • Colonial Trust's JPMorgan Limited Duration Bond ETF position peaked at $1.27K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q2 2024.

Based on Colonial Trust's 13F filing for Q2 2024, filed 14 Aug 2024.