LWMI
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Legacy Wealth Management (Idaho)’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
$294K Sell
6,205
-10,221
-62% -$485K 0.15% 64
2025
Q1
$775K Buy
16,426
+5,706
+53% +$269K 0.55% 36
2024
Q4
$501K Sell
10,720
-4,862
-31% -$227K 0.32% 44
2024
Q3
$729K Buy
+15,582
New +$729K 0.42% 34