Number of Shares
198,782.00
Current Holdings Value*
$10.34 Mil
% of Portfolio
1.81%
Total Estimate Gain
$53,671.14
% of Total Estimate Gain
0.52%

Intellus Advisors LLC's JPMorgan Limited Duration Bond ETF Holding Summary

As of 2025-03-31, Intellus Advisors LLC held 198,782.00 shares of JPMorgan Limited Duration Bond ETF(JPLD), totaling $10.34 Mil. This investment constitutes 1.81% of their stock portfolio, and Intellus Advisors LLC now holds 0.86% of the outstanding JPMorgan Limited Duration Bond ETF(JPLD) stock.

The initial trade took place in 2025Q1. And since then Intellus Advisors LLC has made 1 purchases of JPLD, at an average price of $51.75, for a total of 198,782.00 shares. Based on historical transaction data and JPLD's current price of $52.02, Intellus Advisors LLC's estimated gain on his JPLD holdings is $53,671.14, reflecting a 0.52% gain to date.

Intellus Advisors LLC JPLD ($52.02) Holding Chart

Intellus Advisors LLC JPLD ($52.02) 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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