Prism Advisors
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Prism Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Prism Advisors’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
Q1 		– Sell
-27,122
Closed -$1.37M – 66
2023
Q4 		$1.37M Buy
+27,122
New +$1.36M 0.44% 28

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Prism Advisors's JPLD Position: Q1 2024 in Review

Prism Advisors sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q1 2024, closing a stake of 27,122 shares — an estimated $1.37M sold.

Prism Advisors first reported a position in JPLD in Q4 2023 and held it in 1 quarter. The position peaked at $1.37M in Q4 2023. 47 funds tracked by Wall St. Rank hold JPLD as of Q1 2024.

  • Prism Advisors reported no remaining JPMorgan Limited Duration Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Prism Advisors sold 27,122 JPMorgan Limited Duration Bond ETF shares in Q1 2024, an estimated $1.37M.
  • Prism Advisors first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2023 and held it in 1 quarter.
  • Prism Advisors's JPMorgan Limited Duration Bond ETF position peaked at $1.37M in Q4 2023.
  • 47 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2024.

Based on Prism Advisors's 13F filing for Q1 2024, filed 5 Apr 2024.