Cerro Pacific Wealth Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Cerro Pacific Wealth Advisors’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 Q1	$229K	Sell	4,940 -62,252	-93%	-$2.87M	0.13%	133
2022 Q4	$3.07M	Sell	67,192 -2,035	-3%	-$92.5K	1.63%	13
2022 Q3	$3.14M	Sell	69,227 -14,549	-17%	-$675K	1.9%	11
2022 Q2	$3.89M	Sell	83,776 -6,833	-8%	-$321K	2.43%	9
2022 Q1	$4.33M	Buy	90,609 +5,029	+6%	+$245K	2.65%	9
2021 Q4	$4.26M	Buy	85,580 +28,658	+50%	+$1.43M	2.7%	7
2021 Q3	$2.86M	Buy	+56,922	New	+$2.86M	2.06%	9

Other funds holding JSCP

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

Jane Street New York $1.21T AUM 78.12% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

TFA

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

NCM

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

Cerro Pacific Wealth Advisors's JSCP Position: Q1 2023 in Review

Cerro Pacific Wealth Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 93% in Q1 2023, selling an estimated $2.87M and leaving 4,940 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #133.

Cerro Pacific Wealth Advisors first reported a position in JSCP in Q3 2021 and has held it in 7 quarters since. The position peaked at $4.33M in Q1 2022. 46 funds tracked by Wall St. Rank hold JSCP as of Q1 2023.

Cerro Pacific Wealth Advisors held 4,940 shares of JPMorgan Short Duration Core Plus ETF worth $229K as of Q1 2023.
Cerro Pacific Wealth Advisors sold 62,252 JPMorgan Short Duration Core Plus ETF shares in Q1 2023, an estimated $2.87M.
JPMorgan Short Duration Core Plus ETF made up 0.13% of Cerro Pacific Wealth Advisors's portfolio in Q1 2023, its #133 holding.
Cerro Pacific Wealth Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2021 and has held it in 7 quarters since.
Cerro Pacific Wealth Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $4.33M in Q1 2022.
46 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2023.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.