JWM
JPL Wealth Management’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Buy |
35,480
+2,252
| +7% | +$49.8K | 0.21% | 82 |
|
|
2025
Q1 | $733K | Buy |
33,228
+10,629
| +47% | +$234K | 0.21% | 81 |
|
|
2024
Q4 | $487K | Buy |
+22,599
| New | +$487K | 0.14% | 94 |
|
|
2024
Q2 | – | Sell |
-45,584
| Closed | -$990K | – | 112 |
|
|
2024
Q1 | $990K | Sell |
45,584
-5,473
| -11% | -$119K | 0.55% | 67 |
|
|
2023
Q4 | $1.13M | Buy |
+51,057
| New | +$1.13M | 0.81% | 63 |
|