AWM
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Axxcess Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Axxcess Wealth Management’s Portfolio JSCP Stock Details JSCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-24,415
Closed -$1.12M – 821
2023
Q2 		$1.12M Buy
24,415
+3,820
+19% +$176K 0.08% 210
2023
Q1 		$953K Buy
20,595
+1,211
+6% +$55.8K 0.07% 240
2022
Q4 		$886K Buy
+19,384
New +$881K 0.07% 244

Other funds holding JSCP

WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Axxcess Wealth Management's JSCP Position: Q3 2023 in Review

Axxcess Wealth Management sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q3 2023, closing a stake of 24,415 shares — an estimated $1.12M sold.

Axxcess Wealth Management first reported a position in JSCP in Q4 2022 and held it in 3 quarters. The position peaked at $1.12M in Q2 2023. 50 funds tracked by Wall St. Rank hold JSCP as of Q3 2023.

  • Axxcess Wealth Management reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q3 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 24,415 JPMorgan Short Duration Core Plus ETF shares in Q3 2023, an estimated $1.12M.
  • Axxcess Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2022 and held it in 3 quarters.
  • Axxcess Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $1.12M in Q2 2023.
  • 50 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2023.

Based on Axxcess Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.