Indie Asset Partners’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Indie Asset Partners’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
2022 Q2	–	Sell	-5,500	Closed	-$263K	–	118
2022 Q1	$263K	Sell	5,500 -200	-4%	-$9.74K	0.2%	101
2021 Q4	$283K	Hold	5,700	–	–	0.21%	97
2021 Q3	$286K	Buy	5,700 +500	+10%	+$25.1K	0.23%	91
2021 Q2	$261K	Buy	+5,200	New	+$261K	0.21%	96

Other funds holding JSCP

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NCM

Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Indie Asset Partners's JSCP Position: Q2 2022 in Review

Indie Asset Partners sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q2 2022, closing a stake of 5,500 shares — an estimated $263K sold.

Indie Asset Partners first reported a position in JSCP in Q2 2021 and held it in 4 quarters. The position peaked at $286K in Q3 2021. 37 funds tracked by Wall St. Rank hold JSCP as of Q2 2022.

Indie Asset Partners reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q2 2022 after selling out during the quarter.
Indie Asset Partners sold 5,500 JPMorgan Short Duration Core Plus ETF shares in Q2 2022, an estimated $263K.
Indie Asset Partners first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2021 and held it in 4 quarters.
Indie Asset Partners's JPMorgan Short Duration Core Plus ETF position peaked at $286K in Q3 2021.
37 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2022.

Based on Indie Asset Partners's 13F filing for Q2 2022, filed 12 Aug 2022.