EP Wealth Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.4M | Buy |
1,863,913
+610,119
| +49% | +$28.9M | 0.58% | 34 |
|
|
2025
Q1 | $59.2M | Buy |
1,253,794
+23,991
| +2% | +$1.13M | 0.47% | 43 |
|
|
2024
Q4 | $57.3M | Buy |
1,229,803
+76,862
| +7% | +$3.58M | 0.47% | 48 |
|
|
2024
Q3 | $54.8M | Buy |
1,152,941
+70,136
| +6% | +$3.33M | 0.47% | 51 |
|
|
2024
Q2 | $50.2M | Buy |
1,082,805
+133,570
| +14% | +$6.2M | 0.53% | 47 |
|
|
2024
Q1 | $44.2M | Buy |
949,235
+69,998
| +8% | +$3.26M | 0.52% | 51 |
|
|
2023
Q4 | $40.9M | Buy |
879,237
+68,678
| +8% | +$3.2M | 0.52% | 52 |
|
|
2023
Q3 | $36.8M | Buy |
810,559
+797,748
| +6,227% | +$36.2M | 0.57% | 44 |
|
|
2023
Q2 | $33.2M | Sell |
12,811
-101,048
| -89% | -$262M | 0.48% | 53 |
|
|
2023
Q1 | $5.73M | Sell |
113,859
-381,734
| -77% | -$19.2M | 0.1% | 122 |
|
|
2022
Q4 | $22.6M | Buy |
495,593
+77,656
| +19% | +$3.55M | 0.41% | 59 |
|
|
2022
Q3 | $18.9M | Sell |
417,937
-151,028
| -27% | -$6.84M | 0.43% | 57 |
|
|
2022
Q2 | $26.4M | Buy |
568,965
+47,188
| +9% | +$2.19M | 0.6% | 47 |
|
|
2022
Q1 | $24.9M | Buy |
+521,777
| New | +$24.9M | 0.55% | 49 |
|