Nelson Capital Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Nelson Capital 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 Q2	–	Sell	-5,950	Closed	-$275K	–	92
2023 Q1	$275K	Sell	5,950 -771	-11%	-$35.6K	0.08%	77
2022 Q4	$307K	Sell	6,721 -8,179	-55%	-$372K	0.09%	81
2022 Q3	$675K	Sell	14,900 -50,517	-77%	-$2.34M	0.2%	73
2022 Q2	$3.04M	Sell	65,417 -356,880	-85%	-$16.8M	0.84%	43
2022 Q1	$20.2M	Buy	422,297 +279,980	+197%	+$13.6M	3.95%	5
2021 Q4	$7.08M	Buy	+142,317	New	+$7.1M	1.31%	25

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

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

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

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

NCM

Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Nelson Capital Management's JSCP Position: Q2 2023 in Review

Nelson Capital Management sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q2 2023, closing a stake of 5,950 shares — an estimated $275K sold.

Nelson Capital Management first reported a position in JSCP in Q4 2021 and held it in 6 quarters. The position peaked at $20.2M in Q1 2022. 50 funds tracked by Wall St. Rank hold JSCP as of Q2 2023.

Nelson Capital Management reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q2 2023 after selling out during the quarter.
Nelson Capital Management sold 5,950 JPMorgan Short Duration Core Plus ETF shares in Q2 2023, an estimated $275K.
Nelson Capital Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2021 and held it in 6 quarters.
Nelson Capital Management's JPMorgan Short Duration Core Plus ETF position peaked at $20.2M in Q1 2022.
50 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2023.

Based on Nelson Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.