Bank of Montreal’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Bank of Montreal’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 Q2	–	Sell	-53,392	Closed	-$2.47M	–	4151
2023 Q1	$2.47M	Buy	+53,392	New	+$2.46M	﹤0.01%	1595

Other funds holding JSCP

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

NCM

Noesis Capital Mangement Boca Raton, Florida $832M AUM 49.88% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

Bank of Montreal's JSCP Position: Q2 2023 in Review

Bank of Montreal sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q2 2023, closing a stake of 53,392 shares — an estimated $2.47M sold.

Bank of Montreal first reported a position in JSCP in Q1 2023 and held it in 1 quarter. The position peaked at $2.47M in Q1 2023. 50 funds tracked by Wall St. Rank hold JSCP as of Q2 2023.

Bank of Montreal reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q2 2023 after selling out during the quarter.
Bank of Montreal sold 53,392 JPMorgan Short Duration Core Plus ETF shares in Q2 2023, an estimated $2.47M.
Bank of Montreal first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2023 and held it in 1 quarter.
Bank of Montreal's JPMorgan Short Duration Core Plus ETF position peaked at $2.47M in Q1 2023.
50 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.