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KCS Wealth Advisory’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

KCS Wealth Advisory’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
Q1 		– Sell
-6,400
Closed -$292K – 152
2022
Q4 		$292K Buy
+6,400
New +$291K 0.12% 126

Other funds holding JSCP

WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

KCS Wealth Advisory's JSCP Position: Q1 2023 in Review

KCS Wealth Advisory sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q1 2023, closing a stake of 6,400 shares — an estimated $292K sold.

KCS Wealth Advisory first reported a position in JSCP in Q4 2022 and held it in 1 quarter. The position peaked at $292K in Q4 2022. 46 funds tracked by Wall St. Rank hold JSCP as of Q1 2023.

  • KCS Wealth Advisory reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q1 2023 after selling out during the quarter.
  • KCS Wealth Advisory sold 6,400 JPMorgan Short Duration Core Plus ETF shares in Q1 2023, an estimated $292K.
  • KCS Wealth Advisory first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2022 and held it in 1 quarter.
  • KCS Wealth Advisory's JPMorgan Short Duration Core Plus ETF position peaked at $292K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2023.

Based on KCS Wealth Advisory's 13F filing for Q1 2023, filed 18 Apr 2023.