Number of Shares
232,824.00
Current Holdings Value*
$12.16 Mil
% of Portfolio
9%
Total Estimate Gain
$72,023.94
% of Total Estimate Gain
0.60%

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 $52.06, FMA Wealth Management, LLC's estimated gain on his JPLD holdings is $72,023.94, reflecting a 0.60% gain to date.

FMA Wealth Management, LLC JPLD ($52.06) Holding Chart

FMA Wealth Management, LLC JPLD ($52.06) 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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