Geneos Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
3,000
-3,000
| -50% | -$142K | ﹤0.01% | 1117 |
|
|
2025
Q1 | $283K | Buy |
6,000
+3,000
| +100% | +$142K | ﹤0.01% | 1097 |
|
|
2024
Q4 | $140K | Hold |
3,000
| – | – | ﹤0.01% | 957 |
|
|
2024
Q3 | $143K | Hold |
3,000
| – | – | 0.01% | 863 |
|
|
2024
Q2 | $139K | Hold |
3,000
| – | – | 0.01% | 792 |
|
|
2024
Q1 | $140K | Hold |
3,000
| – | – | 0.01% | 784 |
|
|
2023
Q4 | $140K | Hold |
3,000
| – | – | 0.01% | 759 |
|
|
2023
Q3 | $136K | Hold |
3,000
| – | – | 0.01% | 784 |
|
|
2023
Q2 | $137K | Hold |
3,000
| – | – | 0.01% | 784 |
|
|
2023
Q1 | $139K | Hold |
3,000
| – | – | 0.01% | 746 |
|
|
2022
Q4 | $137K | Buy |
+3,000
| New | +$137K | 0.01% | 747 |
|