Norway Savings Bank’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Norway Savings Bank’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 Q2	–	Sell	-67,939	Closed	-$3.16M	–	123
2024 Q1	$3.16M	Buy	67,939 +15,536	+30%	+$721K	1.32%	25
2023 Q4	$2.44M	Buy	52,403 +9,820	+23%	+$448K	1.08%	33
2023 Q3	$1.93M	Buy	42,583 +5,436	+15%	+$248K	0.95%	37
2023 Q2	$1.7M	Buy	37,147 +6,272	+20%	+$289K	0.93%	37
2023 Q1	$1.43M	Buy	30,875 +4,085	+15%	+$188K	0.72%	51
2022 Q4	$1.22M	Buy	26,790 +8,230	+44%	+$374K	0.62%	60
2022 Q3	$842K	Buy	+18,560	New	+$861K	0.46%	72

Other funds holding JSCP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

BAG

Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return

SCP

Shorepoint Capital Partners Norwood, Massachusetts $503M AUM

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Norway Savings Bank's JSCP Position: Q2 2024 in Review

Norway Savings Bank sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q2 2024, closing a stake of 67,939 shares — an estimated $3.16M sold.

Norway Savings Bank first reported a position in JSCP in Q3 2022 and held it in 7 quarters. The position peaked at $3.16M in Q1 2024. 58 funds tracked by Wall St. Rank hold JSCP as of Q2 2024.

Norway Savings Bank reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q2 2024 after selling out during the quarter.
Norway Savings Bank sold 67,939 JPMorgan Short Duration Core Plus ETF shares in Q2 2024, an estimated $3.16M.
Norway Savings Bank first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2022 and held it in 7 quarters.
Norway Savings Bank's JPMorgan Short Duration Core Plus ETF position peaked at $3.16M in Q1 2024.
58 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2024.

Based on Norway Savings Bank's 13F filing for Q2 2024, filed 12 Jul 2024.