FMA Wealth Management, LLC JPLD Holdings History
FMA Wealth Management, LLC's JPMorgan Limited Duration Bond ETF Holding Summary
As of 2025-06-30, FMA Wealth Management, LLC held 232,824.00 shares of JPMorgan Limited Duration Bond ETF(JPLD), totaling $12.16 Mil. This investment constitutes 9% of their stock portfolio, and FMA Wealth Management, LLC now holds 0.58% of the outstanding JPMorgan Limited Duration Bond ETF(JPLD) stock.
The initial trade took place in 2025Q1. And since then FMA Wealth Management, LLC has made 2 purchases of JPLD, at an average price of $51.75, for a total of 232,824.00 shares. Based on historical transaction data and JPLD's current price of $52.07, FMA Wealth Management, LLC's estimated gain on his JPLD holdings is $74,352.18, reflecting a 0.62% gain to date.
FMA Wealth Management, LLC JPLD ($52.07) Holding Chart
FMA Wealth Management, LLC JPLD ($52.07) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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