MBM Wealth Consultants’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	$12.6M	Buy	240,514 +8,836	+4%	+$462K	3.36%	10
2025 Q1	$12M	Buy	231,678 +14,583	+7%	+$758K	3.56%	10
2024 Q4	$11.2M	Buy	217,095 +40,486	+23%	+$2.09M	3.33%	10
2024 Q3	$9.21M	Buy	+176,609	New	+$9.21M	2.91%	10