LWA
Lowe Wealth Advisors’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 | $1.13M | Sell |
23,716
-1
| -0% | -$47 | 0.44% | 23 |
|
|
2025
Q1 | $1.12M | Buy |
23,717
+1,505
| +7% | +$71.1K | 0.48% | 24 |
|
|
2024
Q4 | $1.04M | Sell |
22,212
-1,200
| -5% | -$56K | 0.44% | 23 |
|
|
2024
Q3 | $1.11M | Buy |
23,412
+874
| +4% | +$41.5K | 0.48% | 22 |
|
|
2024
Q2 | $1.05M | Sell |
22,538
-3,777
| -14% | -$175K | 0.48% | 22 |
|
|
2024
Q1 | $1.22M | Buy |
26,315
+425
| +2% | +$19.8K | 0.57% | 18 |
|
|
2023
Q4 | $1.21M | Buy |
25,890
+1,195
| +5% | +$55.6K | 0.6% | 18 |
|
|
2023
Q3 | $1.12M | Buy |
24,695
+2,000
| +9% | +$90.7K | 0.6% | 18 |
|
|
2023
Q2 | $1.04M | Buy |
22,695
+5,000
| +28% | +$229K | 0.53% | 19 |
|
|
2023
Q1 | $819K | Buy |
17,695
+2,770
| +19% | +$128K | 0.44% | 20 |
|
|
2022
Q4 | $682K | Buy |
+14,925
| New | +$682K | 0.38% | 23 |
|