EP
Essential Planning’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
53,090
+14,660
| +38% | +$766K | 1.03% | 20 |
|
|
2025
Q1 | $2M | Sell |
38,430
-831,019
| -96% | -$43.2M | 0.81% | 19 |
|
|
2024
Q4 | $44.9M | Buy |
869,449
+858,625
| +7,933% | +$44.4M | 0.29% | 32 |
|
|
2024
Q3 | $564K | Buy |
+10,824
| New | +$564K | 0.23% | 42 |
|