Milestone Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
91,435
-1,246
| -1% | -$59.1K | 1.13% | 28 |
|
|
2025
Q1 | $4.38M | Sell |
92,681
-7,200
| -7% | -$340K | 1.21% | 27 |
|
|
2024
Q4 | $4.66M | Buy |
99,881
+7,650
| +8% | +$357K | 1.27% | 24 |
|
|
2024
Q3 | $4.38M | Sell |
92,231
-4,474
| -5% | -$213K | 1.23% | 23 |
|
|
2024
Q2 | $4.49M | Buy |
96,705
+29,667
| +44% | +$1.38M | 1.19% | 23 |
|
|
2024
Q1 | $3.12M | Buy |
67,038
+36,891
| +122% | +$1.72M | 0.84% | 32 |
|
|
2023
Q4 | $1.4M | Buy |
30,147
+8,567
| +40% | +$399K | 0.41% | 39 |
|
|
2023
Q3 | $979K | Buy |
21,580
+73
| +0.3% | +$3.31K | 0.28% | 45 |
|
|
2023
Q2 | $985K | Buy |
+21,507
| New | +$985K | 0.31% | 43 |
|