KWB Wealth’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 | $288K | Buy |
5,544
+1,494
| +37% | +$77.7K | 0.04% | 127 |
|
|
2025
Q1 | $209K | Buy |
4,050
+64
| +2% | +$3.3K | 0.03% | 145 |
|
|
2024
Q4 | $208K | Sell |
3,986
-213
| -5% | -$11.1K | 0.03% | 138 |
|
|
2024
Q3 | $215K | Buy |
4,199
+23
| +0.6% | +$1.18K | 0.03% | 125 |
|
|
2024
Q2 | $213K | Hold |
4,176
| – | – | 0.03% | 126 |
|
|
2024
Q1 | $213K | Buy |
+4,176
| New | +$213K | 0.03% | 126 |
|