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Middleton & Co’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Middleton & Co’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
2024
Q3 		– Sell
-5,300
Closed -$246K – 169
2024
Q2 		$246K Buy
+5,300
New +$245K 0.03% 147

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 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 $436M AUM 15.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Middleton & Co's JSCP Position: Q3 2024 in Review

Middleton & Co sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q3 2024, closing a stake of 5,300 shares — an estimated $246K sold.

Middleton & Co first reported a position in JSCP in Q2 2024 and held it in 1 quarter. The position peaked at $246K in Q2 2024. 70 funds tracked by Wall St. Rank hold JSCP as of Q3 2024.

  • Middleton & Co reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q3 2024 after selling out during the quarter.
  • Middleton & Co sold 5,300 JPMorgan Short Duration Core Plus ETF shares in Q3 2024, an estimated $246K.
  • Middleton & Co first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2024 and held it in 1 quarter.
  • Middleton & Co's JPMorgan Short Duration Core Plus ETF position peaked at $246K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2024.

Based on Middleton & Co's 13F filing for Q3 2024, filed 23 Oct 2024.