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Concourse Financial Group Securities’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Concourse Financial Group Securities’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
2023
Q4 		– Sell
-1,236
Closed -$61.8K – 2337
2023
Q3 		$61.7K Buy
+1,236
New +$61.7K ﹤0.01% 1000

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Concourse Financial Group Securities's JPLD Position: Q4 2023 in Review

Concourse Financial Group Securities sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q4 2023, closing a stake of 1,236 shares — an estimated $61.8K sold.

Concourse Financial Group Securities first reported a position in JPLD in Q3 2023 and held it in 1 quarter. The position peaked at $61.7K in Q3 2023. 36 funds tracked by Wall St. Rank hold JPLD as of Q4 2023.

  • Concourse Financial Group Securities reported no remaining JPMorgan Limited Duration Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,236 JPMorgan Limited Duration Bond ETF shares in Q4 2023, an estimated $61.8K.
  • Concourse Financial Group Securities first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and held it in 1 quarter.
  • Concourse Financial Group Securities's JPMorgan Limited Duration Bond ETF position peaked at $61.7K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q4 2023.

Based on Concourse Financial Group Securities's 13F filing for Q4 2023, filed 7 Feb 2024.