Mutual Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Mutual Advisors’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	–	Sell	-11,880	Closed	-$544K	–	1018
2023 Q2	$544K	Hold	11,880	–	–	0.02%	612
2023 Q1	$550K	Sell	11,880 -3,507	-23%	-$162K	0.02%	591
2022 Q4	$703K	Sell	15,387 -171	-1%	-$7.78K	0.03%	506
2022 Q3	$705K	Buy	15,558 +166	+1%	+$7.7K	0.04%	471
2022 Q2	$715K	Sell	15,392 -4,423	-22%	-$208K	0.05%	436
2022 Q1	$947K	Sell	19,815 -2,921	-13%	-$142K	0.05%	391
2021 Q4	$1.13M	Buy	+22,736	New	+$1.13M	0.06%	348

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 $436M AUM 15.94% 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 $71.6B AUM 21.08% 1-Year Est. Return

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

Mutual Advisors's JSCP Position: Q3 2023 in Review

Mutual Advisors sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q3 2023, closing a stake of 11,880 shares — an estimated $544K sold.

Mutual Advisors first reported a position in JSCP in Q4 2021 and held it in 7 quarters. The position peaked at $1.13M in Q4 2021. 50 funds tracked by Wall St. Rank hold JSCP as of Q3 2023.

Mutual Advisors reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 11,880 JPMorgan Short Duration Core Plus ETF shares in Q3 2023, an estimated $544K.
Mutual Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2021 and held it in 7 quarters.
Mutual Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $1.13M in Q4 2021.
50 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.