Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 4377 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5491 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5475 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5506 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5510 |
|
|
2023
Q4 | – | Sell |
-1,236
| Closed | -$61.7K | – | 5454 |
|
|
2023
Q3 | $61.7K | Buy |
+1,236
| New | +$61.7K | ﹤0.01% | 999 |
|