Madison Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Madison Wealth Management’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 Q3	$796K	Buy	17,538 +4,300	+32%	+$196K	0.17%	101
2023 Q2	$606K	Sell	13,238 -47	-0.4%	-$2.17K	0.12%	107
2023 Q1	$615K	Buy	13,285 +3,602	+37%	+$166K	0.13%	106
2022 Q4	$443K	Buy	9,683 +2,617	+37%	+$119K	0.1%	118
2022 Q3	$320K	Buy	7,066 +556	+9%	+$25.8K	0.08%	128
2022 Q2	$302K	Buy	+6,510	New	+$306K	0.07%	130

Other funds holding JSCP

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Madison Wealth Management's JSCP Position: Q3 2023 in Review

Madison Wealth Management increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 32% in Q3 2023, buying an estimated $196K and bringing the position to 17,538 shares worth $796K. The position accounts for 0.17% of the portfolio, ranked #101.

Madison Wealth Management first reported a position in JSCP in Q2 2022 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold JSCP as of Q3 2023.

Madison Wealth Management held 17,538 shares of JPMorgan Short Duration Core Plus ETF worth $796K as of Q3 2023.
Madison Wealth Management bought 4,300 JPMorgan Short Duration Core Plus ETF shares in Q3 2023, an estimated $196K.
JPMorgan Short Duration Core Plus ETF made up 0.17% of Madison Wealth Management's portfolio in Q3 2023, its #101 holding.
Madison Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2022 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.