JPMorgan Investor Balanced Fund JPLD Holdings History
JPMorgan Investor Balanced Fund's JPMorgan Limited Duration Bond ETF Holding Summary
As of 2025-03-31, JPMORGAN TRUST II held 3.09 Mil shares of JPMorgan Limited Duration Bond ETF(JPLD), totaling $160.59 Mil. This investment constitutes 21.67% of their stock portfolio, and JPMORGAN TRUST II now holds 10.82% of the outstanding JPMorgan Limited Duration Bond ETF(JPLD) stock.
The initial trade took place in 2025Q1. And since then JPMorgan Investor Balanced Fund has made 1 purchases of JPLD, at an average price of $51.75, for a total of 3.09 Mil shares. Based on historical transaction data and JPLD's current price of $52.02, JPMorgan Investor Balanced Fund's estimated gain on his JPLD holdings is $833,839.38, reflecting a 0.52% gain to date.
JPMorgan Investor Balanced Fund JPLD ($52.02) Holding Chart
JPMorgan Investor Balanced Fund 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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