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 $93.1B AUM 61.18% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

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

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return