SFC
Swisher Financial Concepts’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 | $292K | Sell |
5,592
-424
| -7% | -$22.1K | 0.19% | 72 |
|
|
2025
Q1 | $313K | Buy |
6,016
+289
| +5% | +$15K | 0.26% | 52 |
|
|
2024
Q4 | $295K | Sell |
5,727
-6,796
| -54% | -$350K | 0.35% | 44 |
|
|
2024
Q3 | $650K | Sell |
12,523
-35,206
| -74% | -$1.83M | 0.41% | 40 |
|
|
2024
Q2 | $2.43M | Buy |
47,729
+654
| +1% | +$33.4K | 2.47% | 11 |
|
|
2024
Q1 | $2.38M | Sell |
47,075
-1,285
| -3% | -$65K | 2.07% | 15 |
|
|
2023
Q4 | $2.45M | Buy |
+48,360
| New | +$2.45M | 2.36% | 14 |
|