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Legacy Wealth Management (Tennessee)’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Legacy Wealth Management (Tennessee)’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
-1,024,244
Closed -$46.8M – 20
2022
Q4 		$46.8M Sell
1,024,244
-124,801
-11% -$5.67M 4.48% 6
2022
Q3 		$52.1M Buy
1,149,045
+104,312
+10% +$4.84M 5.41% 6
2022
Q2 		$48.5M Buy
+1,044,733
New +$49.1M 5.93% 7

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

Legacy Wealth Management (Tennessee)'s JSCP Position: Q1 2023 in Review

Legacy Wealth Management (Tennessee) sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q1 2023, closing a stake of 1,024,244 shares — an estimated $46.8M sold.

Legacy Wealth Management (Tennessee) first reported a position in JSCP in Q2 2022 and held it in 3 quarters. The position peaked at $52.1M in Q3 2022. 46 funds tracked by Wall St. Rank hold JSCP as of Q1 2023.

  • Legacy Wealth Management (Tennessee) reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q1 2023 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 1,024,244 JPMorgan Short Duration Core Plus ETF shares in Q1 2023, an estimated $46.8M.
  • Legacy Wealth Management (Tennessee) first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2022 and held it in 3 quarters.
  • Legacy Wealth Management (Tennessee)'s JPMorgan Short Duration Core Plus ETF position peaked at $52.1M in Q3 2022.
  • 46 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2023.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2023, filed 11 Apr 2023.