FWM
FMA Wealth Management’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 | $12.2M | Buy |
232,824
+2,525
| +1% | +$132K | 9% | 4 |
|
|
2025
Q1 | $12M | Buy |
230,299
+361
| +0.2% | +$18.8K | 9.21% | 4 |
|
|
2024
Q4 | $11.8M | Buy |
229,938
+2,040
| +0.9% | +$105K | 8.82% | 4 |
|
|
2024
Q3 | $11.9M | Buy |
+227,898
| New | +$11.9M | 8.62% | 4 |
|