D.A. Davidson & Co’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 | $1.88M | Sell |
35,998
-2,530
| -7% | -$132K | 0.01% | 630 |
|
|
2025
Q1 | $2M | Buy |
38,528
+660
| +2% | +$34.3K | 0.02% | 564 |
|
|
2024
Q4 | $1.95M | Buy |
37,868
+9,096
| +32% | +$469K | 0.02% | 573 |
|
|
2024
Q3 | $1.5M | Sell |
28,772
-2,252
| -7% | -$117K | 0.01% | 643 |
|
|
2024
Q2 | $1.59M | Sell |
31,024
-84
| -0.3% | -$4.3K | 0.01% | 596 |
|
|
2024
Q1 | $1.58M | Sell |
31,108
-254
| -0.8% | -$12.9K | 0.01% | 592 |
|
|
2023
Q4 | $1.59M | Buy |
31,362
+14,968
| +91% | +$757K | 0.02% | 567 |
|
|
2023
Q3 | $818K | Buy |
+16,394
| New | +$818K | 0.01% | 742 |
|