Synergy Asset Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25,689	Closed	-$1.33M	–	485
2024 Q4	$1.33M	Buy	25,689 +7,599	+42%	+$395K	0.1%	105
2024 Q3	$943K	Buy	+18,090	New	+$943K	0.14%	81