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Patriot Financial Group Insurance Agency’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Patriot Financial Group Insurance Agency’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
-8,058
Closed -$374K – 518
2024
Q2 		$374K Buy
8,058
+94
+1% +$4.34K 0.06% 316
2024
Q1 		$371K Buy
7,964
+86
+1% +$3.99K 0.06% 319
2023
Q4 		$367K Buy
+7,878
New +$359K 0.07% 295

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 $263M AUM 20.47% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 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

Patriot Financial Group Insurance Agency's JSCP Position: Q3 2024 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q3 2024, closing a stake of 8,058 shares — an estimated $374K sold.

Patriot Financial Group Insurance Agency first reported a position in JSCP in Q4 2023 and held it in 3 quarters. The position peaked at $374K in Q2 2024. 70 funds tracked by Wall St. Rank hold JSCP as of Q3 2024.

  • Patriot Financial Group Insurance Agency reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q3 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8,058 JPMorgan Short Duration Core Plus ETF shares in Q3 2024, an estimated $374K.
  • Patriot Financial Group Insurance Agency first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2023 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's JPMorgan Short Duration Core Plus ETF position peaked at $374K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2024, filed 24 Oct 2024.