Number of Shares
81,329.00
Current Holdings Value*
$4.25 Mil
% of Portfolio
1.04%
Total Estimate Gain
$23,422.75
% of Total Estimate Gain
0.56%

GSB Wealth Management, LLC's JPMorgan Limited Duration Bond ETF Holding Summary

As of 2025-06-30, GSB Wealth Management, LLC held 81,329.00 shares of JPMorgan Limited Duration Bond ETF(JPLD), totaling $4.25 Mil. This investment constitutes 1.04% of their stock portfolio, and GSB Wealth Management, LLC now holds 0.2% of the outstanding JPMorgan Limited Duration Bond ETF(JPLD) stock.

The initial trade took place in 2025Q2. And since then GSB Wealth Management, LLC has made 1 purchases of JPLD, at an average price of $51.81, for a total of 81,329.00 shares. Based on historical transaction data and JPLD's current price of $52.10, GSB Wealth Management, LLC's estimated gain on his JPLD holdings is $23,422.75, reflecting a 0.56% gain to date.

GSB Wealth Management, LLC JPLD ($52.10) Holding Chart

GSB Wealth Management, LLC JPLD ($52.10) 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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