Envestnet Asset Management’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 | $1.37M | Buy |
26,286
+6,095
| +30% | +$318K | ﹤0.01% | 3064 |
|
|
2025
Q1 | $1.05M | Buy |
20,191
+2,270
| +13% | +$118K | ﹤0.01% | 3163 |
|
|
2024
Q4 | $923K | Sell |
17,921
-10,960
| -38% | -$565K | ﹤0.01% | 3221 |
|
|
2024
Q3 | $1.51M | Buy |
28,881
+23,570
| +444% | +$1.23M | ﹤0.01% | 2858 |
|
|
2024
Q2 | $272K | Sell |
5,311
-172
| -3% | -$8.81K | ﹤0.01% | 3783 |
|
|
2024
Q1 | $279K | Buy |
5,483
+237
| +5% | +$12.1K | ﹤0.01% | 3759 |
|
|
2023
Q4 | $265K | Sell |
5,246
-967
| -16% | -$48.9K | ﹤0.01% | 3681 |
|
|
2023
Q3 | $310K | Buy |
+6,213
| New | +$310K | ﹤0.01% | 3514 |
|