HWMO
Heritage Wealth Management (Ohio)’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
48,165
-2,455
| -5% | -$116K | 0.74% | 32 |
|
|
2025
Q1 | $2.39M | Sell |
50,620
-2,855
| -5% | -$135K | 0.81% | 25 |
|
|
2024
Q4 | $2.49M | Sell |
53,475
-634
| -1% | -$29.6K | 0.83% | 24 |
|
|
2024
Q3 | $2.57M | Buy |
54,109
+4,599
| +9% | +$219K | 0.84% | 24 |
|
|
2024
Q2 | $2.3M | Buy |
+49,510
| New | +$2.3M | 0.77% | 26 |
|