Collective Family Office’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Collective Family Office’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	-4,443	Closed	-$202K	–	179
2023 Q3	$202K	Buy	4,443 +5	+0.1%	+$228	0.08%	163
2023 Q2	$203K	Sell	4,438 -2,904	-40%	-$134K	0.08%	172
2023 Q1	$340K	Buy	7,342 +5	+0.1%	+$231	0.14%	125
2022 Q4	$335K	Sell	7,337 -5,562	-43%	-$253K	0.15%	122
2022 Q3	$585K	Sell	12,899 -7,482	-37%	-$347K	0.29%	87
2022 Q2	$947K	Sell	20,381 -6,636	-25%	-$312K	0.41%	71
2022 Q1	$1.29M	Buy	27,017 +6,851	+34%	+$334K	0.49%	55
2021 Q4	$1M	Buy	20,166 +9,184	+84%	+$458K	0.39%	72
2021 Q3	$551K	Buy	+10,982	New	+$552K	0.24%	96

Other funds holding JSCP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Collective Family Office's JSCP Position: Q4 2023 in Review

Collective Family Office sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q4 2023, closing a stake of 4,443 shares — an estimated $202K sold.

Collective Family Office first reported a position in JSCP in Q3 2021 and held it in 9 quarters. The position peaked at $1.29M in Q1 2022. 53 funds tracked by Wall St. Rank hold JSCP as of Q4 2023.

Collective Family Office reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q4 2023 after selling out during the quarter.
Collective Family Office sold 4,443 JPMorgan Short Duration Core Plus ETF shares in Q4 2023, an estimated $202K.
Collective Family Office first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2021 and held it in 9 quarters.
Collective Family Office's JPMorgan Short Duration Core Plus ETF position peaked at $1.29M in Q1 2022.
53 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q4 2023.

Based on Collective Family Office's 13F filing for Q4 2023, filed 9 Jan 2024.