LWM
Lodestone Wealth Management’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 | $636K | Buy |
13,414
+153
| +1% | +$7.26K | 0.31% | 81 |
|
|
2025
Q1 | $626K | Sell |
13,261
-8,675
| -40% | -$410K | 0.33% | 73 |
|
|
2024
Q4 | $1.02M | Sell |
21,936
-397
| -2% | -$18.5K | 0.51% | 58 |
|
|
2024
Q3 | $1.06M | Buy |
22,333
+277
| +1% | +$13.2K | 0.53% | 60 |
|
|
2024
Q2 | $1.02M | Buy |
22,056
+256
| +1% | +$11.9K | 0.54% | 60 |
|
|
2024
Q1 | $1.01M | Buy |
21,800
+237
| +1% | +$11K | 0.53% | 59 |
|
|
2023
Q4 | $1M | Sell |
21,563
-190
| -0.9% | -$8.84K | 0.58% | 59 |
|
|
2023
Q3 | $987K | Buy |
21,753
+218
| +1% | +$9.89K | 0.69% | 51 |
|
|
2023
Q2 | $986K | Sell |
21,535
-1,268
| -6% | -$58.1K | 0.68% | 52 |
|
|
2023
Q1 | $1.06M | Sell |
22,803
-3,906
| -15% | -$181K | 0.81% | 41 |
|
|
2022
Q4 | $1.22M | Buy |
+26,709
| New | +$1.22M | 0.98% | 38 |
|