UBS Group’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 | $54.1M | Buy |
1,035,961
+56,993
| +6% | +$2.98M | 0.01% | 1152 |
|
|
2025
Q1 | $50.9M | Buy |
978,968
+972,466
| +14,956% | +$50.6M | 0.01% | 1157 |
|
|
2024
Q4 | $335K | Sell |
6,502
-194
| -3% | -$10K | ﹤0.01% | 4949 |
|
|
2024
Q3 | $349K | Sell |
6,696
-207
| -3% | -$10.8K | ﹤0.01% | 4321 |
|
|
2024
Q2 | $353K | Sell |
6,903
-665
| -9% | -$34K | ﹤0.01% | 4168 |
|
|
2024
Q1 | $386K | Sell |
7,568
-1,066
| -12% | -$54.3K | ﹤0.01% | 4273 |
|
|
2023
Q4 | $437K | Sell |
8,634
-1,262
| -13% | -$63.9K | ﹤0.01% | 4068 |
|
|
2023
Q3 | $494K | Buy |
+9,896
| New | +$494K | ﹤0.01% | 3609 |
|