Steward Partners Investment Advisory’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	$142K	Buy	2,716 +1	+0%	+$52	﹤0.01%	1919
2025 Q1	$141K	Buy	2,715 +60	+2%	+$3.12K	﹤0.01%	1819
2024 Q4	$137K	Buy	2,655 +1,785	+205%	+$92K	﹤0.01%	1815
2024 Q3	$45.4K	Buy	+870	New	+$45.4K	﹤0.01%	2275