Creative Planning’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
Q2 | $314K | Hold |
6,016
| – | – | ﹤0.01% | 2851 |
|
|
2025
Q1 | $313K | Hold |
6,016
| – | – | ﹤0.01% | 2712 |
|
|
2024
Q4 | $310K | Hold |
6,016
| – | – | ﹤0.01% | 2627 |
|
|
2024
Q3 | $314K | Hold |
6,016
| – | – | ﹤0.01% | 2478 |
|
|
2024
Q2 | $308K | Hold |
6,016
| – | – | ﹤0.01% | 2313 |
|
|
2024
Q1 | $306K | Hold |
6,016
| – | – | ﹤0.01% | 2226 |
|
|
2023
Q4 | $304K | Hold |
6,016
| – | – | ﹤0.01% | 2075 |
|
|
2023
Q3 | $300K | Buy |
+6,016
| New | +$300K | ﹤0.01% | 1939 |
|