First Ascent Asset Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

First Ascent Asset Management’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	$1.16M	Buy	24,920 +1,554	+7%	+$70.9K	0.13%	43
2023 Q3	$1.06M	Sell	23,366 -3,193	-12%	-$146K	0.14%	44
2023 Q2	$1.22M	Buy	26,559 +11,225	+73%	+$517K	0.16%	48
2023 Q1	$710K	Buy	15,334 +5,085	+50%	+$234K	0.11%	52
2022 Q4	$468K	Buy	10,249 +179	+2%	+$8.14K	0.07%	59
2022 Q3	$456K	Buy	10,070 +3,122	+45%	+$145K	0.09%	38
2022 Q2	$323K	Buy	6,948 +2,426	+54%	+$114K	0.06%	38
2022 Q1	$216K	Buy	+4,522	New	+$220K	0.04%	38

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 $508M AUM 19.61% 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

First Ascent Asset Management's JSCP Position: Q4 2023 in Review

First Ascent Asset Management increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 6.7% in Q4 2023, buying an estimated $70.9K and bringing the position to 24,920 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #43.

First Ascent Asset Management first reported a position in JSCP in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.22M in Q2 2023. 53 funds tracked by Wall St. Rank hold JSCP as of Q4 2023.

First Ascent Asset Management held 24,920 shares of JPMorgan Short Duration Core Plus ETF worth $1.16M as of Q4 2023.
First Ascent Asset Management bought 1,554 JPMorgan Short Duration Core Plus ETF shares in Q4 2023, an estimated $70.9K.
JPMorgan Short Duration Core Plus ETF made up 0.13% of First Ascent Asset Management's portfolio in Q4 2023, its #43 holding.
First Ascent Asset Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2022 and has held it in 8 quarters since.
First Ascent Asset Management's JPMorgan Short Duration Core Plus ETF position peaked at $1.22M in Q2 2023.
53 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q4 2023.

Based on First Ascent Asset Management's 13F filing for Q4 2023, filed 5 Feb 2024.