FCG
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Financial Connections Group’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Financial Connections Group’s Portfolio JPLD Stock Details JPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-56,727
Closed -$2.9M – 275
2024
Q2 		$2.9M Buy
56,727
+56,726
+5,672,600% +$2.89M 1.51% 16
2024
Q1 		$1K Buy
+1
New +$51 ﹤0.01% 158

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Financial Connections Group's JPLD Position: Q3 2024 in Review

Financial Connections Group sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q3 2024, closing a stake of 56,727 shares — an estimated $2.9M sold.

Financial Connections Group first reported a position in JPLD in Q1 2024 and held it in 2 quarters. The position peaked at $2.9M in Q2 2024. 61 funds tracked by Wall St. Rank hold JPLD as of Q3 2024.

  • Financial Connections Group reported no remaining JPMorgan Limited Duration Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Connections Group sold 56,727 JPMorgan Limited Duration Bond ETF shares in Q3 2024, an estimated $2.9M.
  • Financial Connections Group first reported a position in JPMorgan Limited Duration Bond ETF in Q1 2024 and held it in 2 quarters.
  • Financial Connections Group's JPMorgan Limited Duration Bond ETF position peaked at $2.9M in Q2 2024.
  • 61 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2024.

Based on Financial Connections Group's 13F filing for Q3 2024, filed 18 Oct 2024.