Fidelity Investments’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Fidelity Investments’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	Closed	-$45	–	5550
2023 Q3	$45	Buy	+1	New	+$46	﹤0.01%	4951
2023 Q1	–	Sell	-1	Closed	-$46	–	5413
2022 Q4	$46	Buy	+1	New	+$45	﹤0.01%	4958

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

Fidelity Investments's JSCP Position: Q4 2023 in Review

Fidelity Investments sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q4 2023, closing a stake of 1 share — an estimated $45 sold.

Fidelity Investments first reported a position in JSCP in Q4 2022 and held it in 2 quarters. The position peaked at $46 in Q4 2022. 53 funds tracked by Wall St. Rank hold JSCP as of Q4 2023.

Fidelity Investments reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q4 2023 after selling out during the quarter.
Fidelity Investments sold 1 JPMorgan Short Duration Core Plus ETF share in Q4 2023, an estimated $45.
Fidelity Investments first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2022 and held it in 2 quarters.
Fidelity Investments's JPMorgan Short Duration Core Plus ETF position peaked at $46 in Q4 2022.
53 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.