CJFS
JSCP icon

Coulter & Justus Financial Services’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Coulter & Justus Financial Services’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
2024
Q1 		$3.36M Buy
+72,250
New +$3.35M 0.75% 36

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 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
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return

Coulter & Justus Financial Services's JSCP Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in JPMorgan Short Duration Core Plus ETF (JSCP) in Q1 2024: 72,250 shares worth $3.36M. The stake represents 0.75% of the portfolio and ranks #36 among its holdings.

53 funds tracked by Wall St. Rank hold JSCP as of Q1 2024.

  • Coulter & Justus Financial Services held 72,250 shares of JPMorgan Short Duration Core Plus ETF worth $3.36M as of Q1 2024.
  • JPMorgan Short Duration Core Plus ETF was a new Coulter & Justus Financial Services position in Q1 2024.
  • JPMorgan Short Duration Core Plus ETF made up 0.75% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #36 holding.
  • 53 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.