Carson Wealth (CWM LLC)’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6M | Sell |
686,431
-19,812
| -3% | -$940K | 0.11% | 158 |
|
|
2025
Q1 | $33.3M | Buy |
706,243
+532,598
| +307% | +$25.1M | 0.13% | 147 |
|
|
2024
Q4 | $8.1M | Buy |
173,645
+20,348
| +13% | +$949K | 0.03% | 365 |
|
|
2024
Q3 | $7.29M | Buy |
153,297
+81,654
| +114% | +$3.88M | 0.03% | 366 |
|
|
2024
Q2 | $3.32M | Buy |
71,643
+16,548
| +30% | +$768K | 0.02% | 511 |
|
|
2024
Q1 | $2.56M | Buy |
55,095
+40,930
| +289% | +$1.9M | 0.01% | 556 |
|
|
2023
Q4 | $659K | Buy |
+14,165
| New | +$659K | ﹤0.01% | 957 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$19K | – | 4030 |
|
|
2022
Q2 | $19K | Buy |
+400
| New | +$19K | ﹤0.01% | 2146 |
|