MOS
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MGO One Seven’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

MGO One Seven’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
Q4 		– Sell
-3,900
Closed -$203K – 1102
2024
Q3 		$203K Buy
+3,900
New +$202K 0.01% 930

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGO One Seven's JPLD Position: Q4 2024 in Review

MGO One Seven sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q4 2024, closing a stake of 3,900 shares — an estimated $203K sold.

MGO One Seven first reported a position in JPLD in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 75 funds tracked by Wall St. Rank hold JPLD as of Q4 2024.

  • MGO One Seven reported no remaining JPMorgan Limited Duration Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MGO One Seven sold 3,900 JPMorgan Limited Duration Bond ETF shares in Q4 2024, an estimated $203K.
  • MGO One Seven first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2024 and held it in 1 quarter.
  • MGO One Seven's JPMorgan Limited Duration Bond ETF position peaked at $203K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q4 2024.

Based on MGO One Seven's 13F filing for Q4 2024, filed 14 Feb 2025.