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Clearstead Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Clearstead 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
Q4 		– Sell
-1,288
Closed -$58.4K – 1594
2023
Q3 		$58.4K Buy
+1,288
New +$58.8K ﹤0.01% 857

Other funds holding JSCP

WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clearstead Advisors's JSCP Position: Q4 2023 in Review

Clearstead Advisors sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q4 2023, closing a stake of 1,288 shares — an estimated $58.4K sold.

Clearstead Advisors first reported a position in JSCP in Q3 2023 and held it in 1 quarter. The position peaked at $58.4K in Q3 2023. 53 funds tracked by Wall St. Rank hold JSCP as of Q4 2023.

  • Clearstead Advisors reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q4 2023 after selling out during the quarter.
  • Clearstead Advisors sold 1,288 JPMorgan Short Duration Core Plus ETF shares in Q4 2023, an estimated $58.4K.
  • Clearstead Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2023 and held it in 1 quarter.
  • Clearstead Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $58.4K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.