LPL Financial’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 | $22M | Buy |
421,394
+109,713
| +35% | +$5.73M | 0.01% | 1196 |
|
|
2025
Q1 | $16.2M | Buy |
311,681
+5,904
| +2% | +$307K | 0.01% | 1282 |
|
|
2024
Q4 | $15.8M | Buy |
305,777
+46,013
| +18% | +$2.37M | 0.01% | 1224 |
|
|
2024
Q3 | $13.5M | Buy |
259,764
+84,825
| +48% | +$4.42M | 0.01% | 1265 |
|
|
2024
Q2 | $8.96M | Buy |
174,939
+24,492
| +16% | +$1.25M | ﹤0.01% | 1441 |
|
|
2024
Q1 | $7.66M | Sell |
150,447
-247
| -0.2% | -$12.6K | ﹤0.01% | 1489 |
|
|
2023
Q4 | $7.63M | Sell |
150,694
-9,553
| -6% | -$483K | ﹤0.01% | 1419 |
|
|
2023
Q3 | $8M | Buy |
+160,247
| New | +$8M | 0.01% | 1299 |
|