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MONECO Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Buy |
69,728
+1,858
| +3% | +$97K | 0.34% | 57 |
|
|
2025
Q1 | $3.53M | Sell |
67,870
-10,000
| -13% | -$520K | 0.37% | 59 |
|
|
2024
Q4 | $4.01M | Sell |
77,870
-12,585
| -14% | -$648K | 0.42% | 54 |
|
|
2024
Q3 | $4.72M | Sell |
90,455
-5,312
| -6% | -$277K | 0.59% | 37 |
|
|
2024
Q2 | $4.9M | Sell |
95,767
-4,598
| -5% | -$235K | 0.72% | 27 |
|
|
2024
Q1 | $5.11M | Sell |
100,365
-5,881
| -6% | -$300K | 0.81% | 23 |
|
|
2023
Q4 | $5.38M | Sell |
106,246
-5,294
| -5% | -$268K | 1.02% | 19 |
|
|
2023
Q3 | $5.57M | Buy |
+111,540
| New | +$5.57M | 1.51% | 10 |
|