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Integrated Wealth Concepts’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Integrated Wealth Concepts’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
Q1 		– Sell
-4,461
Closed -$226K – 1681
2023
Q4 		$226K Buy
+4,461
New +$223K ﹤0.01% 1406

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Integrated Wealth Concepts's JPLD Position: Q1 2024 in Review

Integrated Wealth Concepts sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q1 2024, closing a stake of 4,461 shares — an estimated $226K sold.

Integrated Wealth Concepts first reported a position in JPLD in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 47 funds tracked by Wall St. Rank hold JPLD as of Q1 2024.

  • Integrated Wealth Concepts reported no remaining JPMorgan Limited Duration Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 4,461 JPMorgan Limited Duration Bond ETF shares in Q1 2024, an estimated $226K.
  • Integrated Wealth Concepts first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2023 and held it in 1 quarter.
  • Integrated Wealth Concepts's JPMorgan Limited Duration Bond ETF position peaked at $226K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2024.

Based on Integrated Wealth Concepts's 13F filing for Q1 2024, filed 15 May 2024.