FRG Family Wealth Advisors’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 Q1	–	Sell	-5,800	Closed	-$299K	–	146
2024 Q4	$299K	Hold	5,800	–	–	0.05%	130
2024 Q3	$302K	Buy	+5,800	New	+$302K	0.05%	130