GeoWealth 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 | $1.09M | Sell |
23,027
-1,819
| -7% | -$86.3K | 0.04% | 235 |
|
|
2025
Q1 | $1.17M | Sell |
24,846
-7,023
| -22% | -$332K | 0.05% | 227 |
|
|
2024
Q4 | $1.49M | Sell |
31,869
-3,412
| -10% | -$159K | 0.05% | 216 |
|
|
2024
Q3 | $1.68M | Sell |
35,281
-92
| -0.3% | -$4.37K | 0.06% | 209 |
|
|
2024
Q2 | $1.64M | Sell |
35,373
-1,059
| -3% | -$49.1K | 0.07% | 183 |
|
|
2024
Q1 | $1.7M | Buy |
+36,432
| New | +$1.7M | 0.07% | 198 |
|