BWM
JSCP icon

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

BlackDiamond 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
2022
Q2 		– Sell
-14,801
Closed -$708K – 123
2022
Q1 		$708K Sell
14,801
-24,257
-62% -$1.18M 0.85% 31
2021
Q4 		$1.94M Buy
+39,058
New +$1.95M 2.23% 8

Other funds holding JSCP

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

BlackDiamond Wealth Management's JSCP Position: Q2 2022 in Review

BlackDiamond Wealth Management sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q2 2022, closing a stake of 14,801 shares — an estimated $708K sold.

BlackDiamond Wealth Management first reported a position in JSCP in Q4 2021 and held it in 2 quarters. The position peaked at $1.94M in Q4 2021. 37 funds tracked by Wall St. Rank hold JSCP as of Q2 2022.

  • BlackDiamond Wealth Management reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q2 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 14,801 JPMorgan Short Duration Core Plus ETF shares in Q2 2022, an estimated $708K.
  • BlackDiamond Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2021 and held it in 2 quarters.
  • BlackDiamond Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $1.94M in Q4 2021.
  • 37 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.