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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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%	-$5.7M	4.48%	6
2022 Q3	$52.1M	Buy	1,149,045 +104,312	+10%	+$4.73M	5.41%	6
2022 Q2	$48.5M	Buy	+1,044,733	New	+$48.5M	5.93%	7