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ERn Financial LLC’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

ERn Financial LLC’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
2022
Q2 		– Sell
-15,692
Closed -$750K – 184
2022
Q1 		$750K Sell
15,692
-128,310
-89% -$6.25M 0.17% 82
2021
Q4 		$7.16M Sell
144,002
-55,846
-28% -$2.79M 1.6% 22
2021
Q3 		$10M Buy
+199,848
New +$10M 2.57% 13

Other funds holding JSCP

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

ERn Financial LLC's JSCP Position: Q2 2022 in Review

ERn Financial LLC sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q2 2022, closing a stake of 15,692 shares — an estimated $750K sold.

ERn Financial LLC first reported a position in JSCP in Q3 2021 and held it in 3 quarters. The position peaked at $10M in Q3 2021. 37 funds tracked by Wall St. Rank hold JSCP as of Q2 2022.

  • ERn Financial LLC reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q2 2022 after selling out during the quarter.
  • ERn Financial LLC sold 15,692 JPMorgan Short Duration Core Plus ETF shares in Q2 2022, an estimated $750K.
  • ERn Financial LLC first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2021 and held it in 3 quarters.
  • ERn Financial LLC's JPMorgan Short Duration Core Plus ETF position peaked at $10M in Q3 2021.
  • 37 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2022.

Based on ERn Financial LLC's 13F filing for Q2 2022, filed 2 Aug 2022.