Geneos Wealth 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
$91.8K Sell
1,757
-661
-27% -$34.5K ﹤0.01% 1286
2025
Q1
$126K Buy
2,418
+1,209
+100% +$62.9K ﹤0.01% 1441
2024
Q4
$62.3K Buy
+1,209
New +$62.3K ﹤0.01% 1236