WAOTB
Wealth Advisors of Tampa Bay’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 | $5.47M | Buy |
104,688
+16,130
| +18% | +$842K | 2.06% | 15 |
|
|
2025
Q1 | $4.61M | Buy |
88,558
+3,908
| +5% | +$203K | 1.87% | 19 |
|
|
2024
Q4 | $4.36M | Buy |
84,650
+1,302
| +2% | +$67.1K | 1.87% | 18 |
|
|
2024
Q3 | $4.35M | Buy |
83,348
+1,461
| +2% | +$76.2K | 1.81% | 22 |
|
|
2024
Q2 | $4.19M | Sell |
81,887
-712
| -0.9% | -$36.5K | 1.96% | 18 |
|
|
2024
Q1 | $4.21M | Sell |
82,599
-16,029
| -16% | -$817K | 2% | 16 |
|
|
2023
Q4 | $4.99M | Sell |
98,628
-100,934
| -51% | -$5.11M | 2.51% | 9 |
|
|
2023
Q3 | $9.96M | Buy |
+199,562
| New | +$9.96M | 2.74% | 7 |
|